Preview
  • Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

  • By: James L. Cunningham Jr.
  • Narrated by: Gregg Rizzo
  • Length: 5 hrs and 51 mins
  • 4.5 out of 5 stars (132 ratings)

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Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

By: James L. Cunningham Jr.
Narrated by: Gregg Rizzo
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Publisher's summary

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 other's 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.

©2017 Jim Cunningham (P)2017 Jim Cunningham
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What listeners say about Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer

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  • Overall
    4 out of 5 stars

excellent

well worth the money i would recommend i think everyone should get this audiobook great read

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    5 out of 5 stars
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    5 out of 5 stars

Phenomenal book on estate planning!

I would highly recommend this book to anyone! What you don’t know can truly hurt you and your heirs. The information is this book regarding last wills and testaments, livings trusts, IRAs, etc is invaluable.

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1 person found this helpful

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    5 out of 5 stars
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    5 out of 5 stars

Everyone should read

Excellent preparation to educate and understand what to ask when sitting with an Estate Attorney. Would highly recommend.

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1 person found this helpful

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    5 out of 5 stars
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    5 out of 5 stars

Informative

Very informative and easy to understand. I would recommend for anyone involved in estate planning or settling an estate. It says that there are PDF add-on's which I could never find for the audio book.

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2 people found this helpful

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    5 out of 5 stars
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    5 out of 5 stars

Fantastic crash course honesty

I love this book! this was concise and highly elaborate information all at once, giving you a wonderful breakdown of all the things to know that "you may not know or may not know you don't know". This was the third book I read on estate planning but the first to arm you with the right questions and motivate you to get into your first meetings to protect yourself and your family! read this book, listen to this book, then read it again, then read other books and then come back to this book, cuz you will forget and you will learn over and over.

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    5 out of 5 stars
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    5 out of 5 stars

just what I needed

Very thorough treatment. eye-opening, easily doable advice. and easy to listen to. Lots of interesting real life examples. Just what I was looking for.

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    5 out of 5 stars
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    4 out of 5 stars

Great info to know before establishing your estate

This book outlines tons of valuable info which, as a 1st time Estate planner, i hadn't thought about, but will now institute in my plans. read or listen through this, then do it again for good measure.

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    5 out of 5 stars
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    5 out of 5 stars

You need an estate plan

I didn’t realize how much I need an estate plan, everybody needs one, this is a great place to start get the book and read it.

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    5 out of 5 stars
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Very helpful

Very helpful ! Great information and gives step by step on how to get started! Thank you!

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    4 out of 5 stars

Wonderful

This is a great wake up call must listen and follow up with your team

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