Get Your Will, Trust and Business in Order: New Year, New Plan episode artwork

EPISODE · Mar 17, 2026 · 58 MIN

Get Your Will, Trust and Business in Order: New Year, New Plan

from Savvy Estate Planning

Still thinking about a will vs a trust, and somehow it’s January again? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and prop 19 planning.Reset season has arrived, and it’s calling out all those “I’ll get to it later” plans. In this webinar, attorney Jim Cunningham shows how estate planning, trust administration, and business planning can shift from wishful thinking to real protection for your family. You’ll learn what to tackle first, what most people miss, and how to start the year with genuine peace of mind. We’ll wrap with a live Q&A so you can get your questions answered. And if you don’t have the essential pieces in place, it’s officially time for a strategy session. Let’s make this the year you follow through!👉 Watch this video on our website: https://www.cunninghamlegal.com/get-your-will-trust-and-business-in-order-new-year-new-plan/👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Episode metadata supplied by the publisher feed · Published Mar 17, 2026

Embed this episode

NOW PLAYING

Get Your Will, Trust and Business in Order: New Year, New Plan

0:00 58:30

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Savvy Estate Planning?

This episode is 58 minutes long.

When was this Savvy Estate Planning episode published?

This episode was published on March 17, 2026.

Can I download this Savvy Estate Planning episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!