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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

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

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  • Overall
    3 out of 5 stars
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    4 out of 5 stars

Gives a decent overview of estate planning

This is a generally good overview of what estate planning is. It has some good anecdotes to explain why good EP is important. In the end, I think you'll have a decent understanding of what it can do for you. Personally, I was hoping for more good stories to explain EP from a practical perspective. There definitely are some, but for me it wasn't enough. I felt the author was too busy trying to sell you the idea you need a lawyer (which you do) but that got in the way of more thorough explanations. Still, it does a good job, just not excellent. Finally, but very importantly, the reader is too robotic sounding and static-y, which makes it hard to listen to.

5 people found this helpful

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A terror ride through estate planning

I trust the author’s true intention is to stop the preventable heart-break at the end of life and as assets transfers between people who care about each other.

However, I needed to channel Tony Robbins to get through the horrifying story after story to get to the parts I wanted to know. I had hoped to recommend this book to my husband after listening myself but I love him too much to put him through what I just went through. I listened beginning to end. I want this information.

Still in search of an intelligent book to educate us on estate planning.

4 people found this helpful

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    3 out of 5 stars

Useful information but too much advertising

I think the book provides valid information but emphasizes too much the idea "you cant do anything yourself", you must use a competent attorney, but there are so many incompetent attorneys out there, so I guess you are left with pretty much only "one" intelligent option...

I agree that what you dont know that you don't know can be devastating and that you should hire a competent professional, but would enjoy material more if it was less focused on sales and a bit more focused on explaining categories and types of entities used to protect assets even though you are not going to do it yourself.

Overall I think it was well invested money and time.

3 people found this helpful

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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.

2 people found this helpful

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Estate planning sales pitch

There are a few nuggets of gold in this book but they are brief and covered in little detail. Mostly it’s about why you need an attorney.

1 person found this helpful

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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.

1 person found this helpful

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Everyone should read

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

1 person found this helpful

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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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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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Great book

I like this book it's simple to the point with great words of wisdom I recommend it for everyone to read it