*Ep 34: You Don't Have To Be Rich To Need An Estate Plan with James Cunningham*

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3 years ago
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*Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show?  Email it to [email protected] and you may see it answered on a future episode!*

In this week’s episode of The Market Call Show, Louis is joined by James Cunningham, founder of CunninghamLegal in California. He is the author of Savvy Estate Planning, a no-nonsense guide on how to avoid mistakes that could damage your financial succession plan.

In this week’s episode of The Market Call Show, I am joined by James Cunningham, founder of CunninghamLegal in California. He is the author of Savvy Estate Planning, a no-nonsense guide on how to avoid mistakes that could damage your financial succession plan. The affect these issues can have on your financial situation is real! Learn more about how the financial and legal complications can impact your estate planning.

In this episode you'll hear:
The biggest misconception people have about estate planning
The discussions around estate planning and family
What is an estate plan and who needs one
Changes in the estate planning structure, today's economic status, and how taxes can affect it all
What to expect in the next five years
Living trusts - what are they and when would you want one?
What happens when you don't have a will
Finding the right professional to work with
Disability, incapacity disability, and how it should be incorporated into estate planning

When you are ready, here are some ways we can help YOU with your investing and financial planning:

1. Try the new RISK NUMBER SCORECARD

Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey – Click here  

2. Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. – Click here

You can also get a personalize signed hard cover copy – Click here

3. Work with me one-on-one

If you would like to talk about planning and investing for your future. – Click here

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