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Episode Info:

Episode 15: Speaking with Jim Cunningham of Cunningham Legal – part 1

The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.

Attorneys Can Be Awesome… and finding a good one can be hard. This week we are joined by super lawyer Jim Cunningham of Cunningham Legal and author of the book Savvy Estate Planning. We speak about Jim’s unique growth strategy and how his firm has grown to 11 offices all over California. On this episode we talk about the greatest transfer of wealth that has ever happened in the United States as the Greatest Generation pass wealth to Baby Boomers and Generation X. This episode is packed with great practical advice about how a smart family secures their wealth for generations to come. All it takes is some savvy estate planning.  Make sure and shoot us an email at and we will send you a free copy of Jim’s book. TRUST-CFO is the leading administrator of Private Retirement Plans for California.

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The post Episode 15: Speaking with Jim Cunningham of Cunningham Legal – part 1 appeared first on TRUST-CFO®.

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