Savvy Estate Planning

James L. Cunningham, Jr.

Too many people make the wrong choices when it comes to estate planning. If it’s not done properly, you could leave your loved ones facing trouble when you pass away or become incapacitated. Fortunately, you can learn from others’ mistakes and be prepared before speaking to a lawyer about your future. In this no-nonsense guide, attorney James L. Cunningham, Jr. shows how to avoid the top-ten mistakes that could damage your financial succession, family, heirs, and legacy. You’ll get the unvarnished picture on probate, living trusts, living wills, powers of attorney, conservators, and guardians, as well as disability and incapacity planning and how to find the right attorney for you. There’s even a checklist to guide you on what issues to discuss with them. Savvy Estate Planning provides the essentials you need to know about estate planning. The only mistake you could make now would be to ignore it.

Press & Praise

Cameron Herold, founder and COO of Alliance, author of Double Double and Meetings Suck

"Jim gets right to the point with this book. His educational writing style makes for an engaging read while giving you a behind-the- scenes look at how estate planning is done. He's an attorney, but more than that, he's an educator to thousands of people."

Mark D. Jansen, president and CEO of Blue Diamond Growers

"Jim brings together experience, smarts, and compassion. This book is a great primer to get you thinking about some of the most impactful decisions you will make--decisions that can shape your legacy for generations to come."

John B. Palley, attorney at law

"I have known Jim for many years and had the pleasure of working on several cases together. Beyond that I have had the opportunity to discuss countless client matters with him related to both simple and complex estate planning issues. I am constantly impressed with his focus on each client's legal needs, his ability to educate his clients, and his creativity in looking at all options available to help the client."

James L. Cunningham, Jr.

James L. Cunningham, Jr. has been an attorney for more than two decades in the areas of estate planning, probate, trust administration, elder law, disability/special needs planning, and much more. He is one of the few attorneys certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law. As founder of CunninghamLegal, he oversees six offices, along with a team of attorneys and professionals focused entirely on estate issues. James is a California native, a devoted husband, and the father of three children.

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