Savvy Estate Planning

California estate planning lawyers talk will and trust disasters, why you need a living trust, how to avoid probate, and more 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss how to make a living trust in California, trust administration California, and the California estate tax. Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Too often, people don’t pay enough attention to changes in their family, finances, and health—and their best intentions lead to disastrous outcomes. California Estate Planning attorney specialists Jim Cunningham, CEO; and Rachelle Lee-Warner, managing partner at CunninghamLegal; walk us through real-life case studies of catastrophically messed up plans and later trust administration missteps. Educate yourself on what NOT to do with these important estate planning tips!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about California Estate Planning, click here: https://www.cunninghamlegal.com/california-legal-services/estate-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-screw-up-an-estate-trust-will-disasters/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! 5.32.24

California Estate Planning Attorney discusses Estate Planning basics for aging parents, long-term care insurance, Living Trusts. 👉 Book a Call at https://cunninghamlegal.com/book-your... for Estate Planning Lawyer assistance on Living Trust, Will, Tax Planning. Are you prepared for the legal and financial issues involved in caring for an aging parent?Do you have an asset management plan? Even the smartest, most educated of adult children make enormous mistakes when dealing with their aging parents’ affairs. In this legal webinar, we talk about the top 10 biggest mistakes most people make, including: 1. Assuming everything is in order, for example, do you know if your parents’ insurance covers long-term care? How do you protect your parents from financial scams? Why you need to take care of things while your parents are still of sound mind. 2. Trying to handle everything yourself 3. Failure to secure appropriate housing and/or long-term care insurance 4. Delaying difficult conversations 5. Being legally unprepared and not having documents 6. Underestimating the long-term in terms of long-term care 7. Ignoring self care 8. Mishandling difficult people 9. Paying caregivers under the table (especially in California!) 10. Doing nothing We talk about why you need to put together an estate planning “A-Team” of qualified experts including a trust and estate lawyer, CPA, financial advisor, insurance professional, and even a realtor. We’ll also take on other tough topics, like dealing with difficult siblings, step parents, and avoiding liability exposure for acts or omissions. If you have an aging parent, or even if you are one, you don’t want to miss this important estate planning information! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/top-10-mistakes-handling-aging-parents-affairs-estate-planning-101/ For more information about estate planning and aging parents, click here: https://www.cunninghamlegal.com/aging-parents-how-to-talk-to-them-about-estate-planning/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2021 CunninghamLegal

It’s Estate Planning 101: Prepare for future of divorce, protect your child’s inheritance, Estate Planning Attorney explains 👉 Book a Call at https://www.cunninghamlegal.com/book-... for California Living Trusts, Estate Planning, and Trust Administration. Have you ever thought you might need to protect your child’s inheritance against a future ex-son-in-law or daughter-in-law? Worried that your hard-earned wealth will go to the wrong people? Sadly, a bequest can sometimes enable—and even trigger—a divorce. But you can set up your estate to PROTECT your children and your grandchildren. In California, all property acquired during a marriage is presumed to be marital or community property, except property acquired by gift or inheritance. That’s why it’s so important to make sure that when your estate is inherited by your children, it’s protected from their future ex-spouses. After taxes, divorce is the single biggest threat to an inheritance which is why it’s so important to plan! In this legal webinar, we talk about: Community property vs separate property Inheritance protection trusts (IPT) Dole-it-Out Trusts (DIO) Special Needs Trusts (SNT) Trust Protector Learn how to plan ahead and avoid the estate planning pitfalls involved in your child’s potential divorce! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/protect-childs-inheritance-from-future-ex-spouse-estate-planning-tips/ For more about the pitfalls and solutions for estate planning in a blended family, click here: https://www.cunninghamlegal.com/estate-planning-for-blended-families-pitfalls-and-solutions/ 👉 Book a Call at https://cunninghamlegal.com/book-your... California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://www.cunninghamlegal.com/book-... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

An AB Trust (sometimes called A B Trust) is a type of revocable trust. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust creation, or to get information on how to create a trust. A primary purpose of the B Trust is to save on federal estate taxes upon the death of the surviving spouse, i.e., the second spouse to die. The law changed in 2011 and again in 2017 in several big ways, making AB Trusts less beneficial and creating a Capital Gains Tax liability for many people. If you’re concerned about the potential drawbacks of an AB Trust, it’s essential to consult with an experienced estate planning attorney to discuss your options. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Death and Taxes: If you have over $12.92M in total assets, the federal estate tax rate is an enormous 40%! How can you avoid them? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate tax planning, transfer tax real estate help, and assistance with death and taxes legacy. What are Estate Taxes and how can you avoid them? In 2023, the federal estate tax rate is an enormous 40% if you have over $12.92M in total assets as an individual. $12.92M may sound like a lot, but remember that ALL your property is included in the calculation, and the thresholds are always subject to change in the political winds. In this legal webinar, we’ll take a detailed look at estate taxes and the five top strategies to avoid them when you pass on your estate. No high net worth family should miss this legal webinar! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

How has California Prop 13 impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, Prop 13 Planning, and Prop 19 Planning! Prop 13 is the reason property taxes can only increase at a maximum of 2% a year—but it also allows a full reassessment when a change of ownership occurs either by death, gift, or sale. In this webinar, we deep dive into strategies to protect your real estate investments and maintain tax benefits under the current legal framework. Led by Jim Cunningham at CunninghamLegal, a renowned expert in California property taxes, this session is your chance to learn how to effectively navigate these changes. Contents of this Video: 00:00 Introduction to Prop 13 California: How it Benefits Us Today 5:37 Brief History of Proposition 13 7:48 What Did Prop 13 Do? 27:39 The Prop 13 and Income Tax Trade-Off 33:59 Conclusion 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Income Taxes explained: lower income taxes w/advanced tax tips and tricks from financial expert advice, tax planning strategies 👉Book a Call at https://cunninghamlegal.com/book-your... to get the best advanced tax planning and wealth management tips. Surprisingly few financial advisors and CPAs offer significant strategies for reducing your taxes and only the very wealthy seem to know the secrets for keeping their income streams out of the hands of the IRS. With the upcoming huge tax law changes, you need this kind of advice more than ever. In this legal webinar, we explore some advanced tax strategies you can employ to lower your income taxes this year and beyond. The main thing is that you plan ahead and don’t wait until tax time to take action! Among the topics we cover are: The “Tax Benefit” concept and the five tax benefits including a tax credit, tax deduction, tax deferral, paying someone else’s taxes, avoiding tax penalties Strategies for W2 workers and Retirees Strategies for business owners Listed transactions 401Ks ROTH conversions Oil and gas Charitable remainder trusts (CRT) Charitable remainder unitrusts (CRUT) Retirement charitable lead annuity trust (RLCAT) Gifting RMDs to charity Gifts of stock vs. gifts of cash Annuities Strategies for real property owners and 1031 exchanges Qualified Business Income (QBI) S Corp Cash Balance Pension Plans (CBPP) Commercial solar It’s crucial to put together an “A-Team” of a financial advisor, CPA, tax attorney, and a California Estate Planning Attorney so you can take advantage of the same tax planning strategies as the very rich! This legal webinar will give you the basics so you can do just that! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/advanced-strategies-to-lower-your-income-tax/ To learn more about tax planning, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2021 CunninghamLegal 8.3.23

Proposition 13 tax caps are vital, and often LOST when a sibling buys out another (This is a danger any time there’s a change of ownership--death, sale, or gift). Watch this informative webinar to learn expert legal tips on how to handle family owned properties without losing Proposition 13 taxes. When you inherit property, Prop 13 is an intersection of trust law and real estate law, as well as a whole bunch of other legal matters. The taxes on the property can end up very high if you don’t get the help of a certified specialist lawyer in Estate Planning. Anytime there’s a change in ownership, your property could be reassessed, at a higher tax cap value. Whether you think your situation is complex or simple, or if your sibling is entitled through the last will or a living trust our estate planning attorneys can explain Prop 19 in California in a minute, give you the basics, and help you with the pros and cons of the buy-out process. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-buy-out-sibling-preserve-prop-13-if-parents-pass-prop-19/ For more information about preserving Prop 13, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2020 CunninghamLegal

ANALYSIS: CA Prop 13 caps gone Feb 16, 2021, Prop 19 alters property law in California, Prop 58 interaction, living trust 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ a must-watch for anyone dealing w/Property Tax in California! URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop19plan and see the webinar at https://www.cunninghamlegal.com/legal_webinars/what-can-i-do-if-i-missed-the-prop-19-deadline/ for more details! ----------------------------------------- CunninghamLegal Attorney Jim Cunningham breaks down the IMPORTANT differences and changes in law for California Proposition 19, Proposition 58, and Proposition 13. Prop 19 mostly ELIMINATES the ability to pass on your Prop 13 tax caps to your children or grandchildren! In this webinar, Jim Cunningham of CunninghamLegal gives details on the legal strategies now being implemented by estate planning attorneys and tax experts that can potentially save your Prop 13 cap inheritance for your children--if you ACT FAST before the Feb. 16 deadline! Take note that due to weekend, holidays etc., the “real deadline” to take action is more like Feb 11th, 2021! You can read our detailed blog on this strategy at: https://www.cunninghamlegal.com/legal-strategy-for-ca-prop-19-trust-transfer/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/ca-prop-19-legal-strategies-preserve-ca-prop-13-estate-planning/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2020 CunninghamLegal

California Estate Planning Attorney outlines Tax Planning strategies for high net-worth families. 👉Book a Call at https://cunninghamlegal.com/book-your... to discuss a Family LLC, benefits of a trust in another state, much more. What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work? In this fascinating webinar, especially relevant to high net-worth families, we’ll dive into real life case studies of advanced tax planning strategies—good and bad. Family LLCs. Out-of-state Trusts. Real estate maneuvers. You won’t want to miss this lively and informative legal webinar! For more information about advanced Tax Planning strategies, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our site, click here: https://www.cunninghamlegal.com/legal_webinars/advanced-tax-strategies-successes-catastrophes/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2022 CunninghamLegal