Savvy Estate Planning

Estate Planning tax tips from California estate attorney - selling a family business or passing equity to kids: maximize profit. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To watch this video on our website, click here https://www.cunninghamlegal.com/legal_webinars/selling-a-family-business-dont-ignore-tax-issues/ To learn more about the succession of a business, read our article here: https://www.cunninghamlegal.com/business-succession-planning/ Be sure to check out our 1031 Exchange legal webinar: https://www.cunninghamlegal.com/legal_webinars/what-real-estate-investors-need-to-know-about-1031-exchanges-the-alternatives/ For more information about Business Law, click here https://www.cunninghamlegal.com/california-legal-services/business-law/ 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!

Unlock the secrets to a solid estate plan. Learn what to avoid putting in your Living Trust for a secure, hassle-free future! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with a living trust, or expert estate planning attorney advice. Discover why life insurance policies and retirement accounts typically don't belong in a Living Trust. While these assets have their own beneficiary designations, placing them in a Living Trust can complicate matters. Keep in mind, estate planning depends on individual circumstances and laws may vary. 👉 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! #cunninghamlegal #estateplanning #livingtrust

Did you know that the trustees who serve after you in your Living Trust can be paid with trust money? Trustees are often entitled to compensation! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration, help with a living trust, or estate planning. Trustees are often entitled to a "reasonable amount" of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid based on the time and effort that they put into managing the trust, which can vary greatly with the complexity of the trust. Join us for this informative webinar on trustee fees and learn how much is too much... and avoid the uncertainty that can arise when trying to determine a "reasonable amount" of compensation. Not to be missed by people planning their estates… or Successor Trustees! 👉 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! #cunninghamlegal #estateplanning #livingtrust

Did you find the best investment? Considering buying investment property under llc? Starting an investment llc? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for savvy estate planning investment strategies in order to minimize your liability, protect your wealth, and save on taxes! Join us to learn about the difference with joint tenancy vs tenants in common and to see if using an llc to buy investment property is right for you. There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose among Joint Tenancy, Tenants in Common, LLC, Revocable Trusts, Irrevocable Trusts, and more? Depending on your particular circumstances, the legal and tax consequences of a wrong decision can be huge—and many traps may lie in wait when changing ownership titling. Join us as we untangle issues specific to business owners, investors, couples, families, and individuals! 👉 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! #cunninghamlegal #estateplanning #realestateinvesting

Living trusts explained: the essentials of estate planning! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts services that include both revocable living trusts and irrevocable living trusts. Living trusts can provide robust asset protection, shielding your wealth from probate and creditors. What are the benefits of a Living trust for house? Living trusts offer seamless transfer of property to your heirs. Learn about the crucial role of an estate planning attorney, from the initial consultation to ongoing support, and avoid common mistakes when updating your trust. Watch now to help secure your legacy and protect your assets effectively.

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!

You can help your kid buy a home with financial strategies and asset protection tips from California estate planning lawyer Jim 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn the latest tax avoidance methods, tried-and-true asset protection vehicles, and estate planning to protect your legacy. Wondering how to help your adult children buy their first home? Worried they’ll have to leave California and you’ll never see the grandkids? If you are in a position to provide help to your kids, you want to make sure you do it right! We’ll delve into creative strategies and all the issues around gifting, titling, joint business arrangements, and the proper use of wills and trusts. We’ll also discuss how to be smart and protect this huge asset from a potential future ex-son-in-law or daughter-in-law. Don’t miss this one!o watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/strategies-to-help-your-child-buy-a-home-gift-title-will-trust/ 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!

Learn ways to give money as a gift, gifting money to family and gifting property before death, or transferring assets before death. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, to learn how to gift money, and transferring assets before death. Explore the intricacies of gifting money to family and effective estate planning! Dive into topics such as non-taxable gifts, outright gifts, and gifts in trust. Understand complex concepts like irrevocable grantor trusts, dynasty trusts, and private annuities. Discover smart strategies for transferring assets before death, including gifting money or gifting property before death. This webinar is an invaluable resource for anyone considering ways to give money as a gift and optimize their estate planning. 👉 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!

Secret methods using Living Trusts the wealthy use to reduce taxes revealed by expert estate planning attorney in California 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and wealth management tips. How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on California real estate? Join Attorney Jim Cunningham, bestselling author of “Savvy Estate Planning,” as he walks you through three in-depth case studies. You will gain valuable insight into the sophisticated, “advanced planning techniques” that have been too long hidden from view by the top lawyers in the field! Don’t miss this legal webinar. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about advanced tax planning for high net worth families, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-wealthy-people-structure-estates-to-reduce-taxes/ 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!

IMPORTANT: Prop 19 changes property tax rights in California Feb 16, 2021: How to save your Prop 13, Estate Planning Attorneys. Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and will explain how to save potentially hundreds of thousands, depending on the size of your estate! Protect your trust and heirs who will no longer inherit the Proposition 13 cap on your property after February 16, 2021. Do your Prop 13 preservation and Proposition 19 protection now! In this legal webinar, the best estate planning attorneys for the job, CunninghamLegal CEO Jim Cunningham and expert California estate planning attorney Conner Clemons discuss urgent issues surrounding Prop 19. The passage of Proposition 19 on the November ballot radically alters the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this URGENT LEGAL WEBINAR, our experts examine the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action before the law takes effect on February 16, 2021! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/ca-prop-19-urgent-property-owner-actions-save-your-prop-13/ 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!

Worried about capital gains tax liability? Do you have income from capital gain? What can you do about capital gain income tax? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for help with income from capital gain, estate planning, or tax planning. This video is a must-watch for anyone dealing with capital gain tax on property sale, capital gain income tax, ca inter capital gain, and capital gain tax in stock market. Reduce the bite of capital gain tax! This webinar demystifies key strategies for deferring and avoiding capital gains taxes, whether you're dealing with income from capital gain, a property sale, or other assets. Learn about legal methods such as tax-loss harvesting and 1031 exchanges to potentially reduce or even eliminate your capital gain income tax from attorney and author, Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-... 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/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... 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!