email signup with free download for CUNNINGHAMLEGAL CLIENTS & FRIENDS

Please enter your email here to get news of upcoming webinars and special tax & estate planning alerts.

When you sign up, you will receive an email with a free in-depth PDF covering the Most Common Mistakes in IRAs, Annuities, and Life Insurance for You and Your Heirs--a complete chapter from  the upcoming 2nd edition of my book, Savvy Estate Planning. Learn more below!


Dear friends,                                 

I hope you will enjoy this advance chapter from the upcoming Second Edition of my popular book, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer. The full, updated volume will be available to order from Amazon or our website in early 2022.

This detailed chapter covers the most common mistakes made with IRAs, Annuities, and Life Insurance—and how you can use the labyrinthine rules of the IRS to your advantage and the advantage of your heirs. I wrote it because many opportunities are lost and disasters occur to people who don’t fully understand these rules. Indeed, some 87% of heirs make truly catastrophic errors when they inherit an IRA.

In the book as a whole, I show 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. 

To receive the PDF, we ask you to use the form on this page to sign up for our email list, which includes news about out free legal webinars, alerts on important changes to tax and estate law, and more information vital to your family.

You will receive an email giving you access to the PDF, where as you will certainly discover plenty you don’t know about your IRAs!

All the best, Jim

James Cunningham Jr., Esq.
Certified Specialist – Estate Planning, Trust & Probate Law

We guide savvy, caring families in the protection and transfer of multi-generational wealth

+1 866.988.3956