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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 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