Savvy Estate Planning

Do your adult children know how to administer your Living Trust in California? California Estate Planning Attorneys explain how. 👉 Book a Call at https://cunninghamlegal.com/book-your... to go through a vital, urgent California Trust Administration Checklist. Are your adult children aware of the long list of critical responsibilities, liabilities, and immediate actions that have to occur when you pass away? Especially when it comes to administering your Living Trust? No matter what your age and your health, this webinar is a great way to kick off the discussion in a professional, no-nonsense manner—so invite your adult children to watch! Our seasoned estate attorneys will review a punch list for everything to do – and not do – when a loved one passes away.

👉 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!

When your spouse dies, your taxes will be higher and you’ll have one less Social Security check. Learn how to prepare NOW! 👉 Book a Call at https://cunninghamlegal.com/book-your… to prevent financial hardship or disaster while you still can! Do NOT wait! It’s a tough subject, but one that must be faced. As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes? A loss of one Social Security check and the loss of a pension without survivorship rights will lower your income. Taxes will be higher, as you will begin filing as a single person instead of married. Preparation is key, and there are important things you can only do while you’re both alive. We share key strategies in this important legal webinar for all married couples.

To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-prepare-financially-for-the-death-of-a-spouse/ For more information about how to prepare financially for the death of a spouse, click here: https://www.cunninghamlegal.com/till-death-do-us-part-estate-planning-for-surviving-a-spouse/ 👉 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!

How to deal with PROBATE process with tips and strategies for probate court before a hearing with judge and estate lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for probate lawyer to legally move assets to the right heirs. In this free legal webinar, Cunningham Legal CEO James L Cunningham Jr. is joined by the Hon. Glen M. Reiser to discuss navigating probate from a judge's perspective. How does probate work in California? Do I need a lawyer for probate? Can I do probate myself? How much does probate in California usually cost? Does a Will have to go through probate? How long does probate take in California? The steps in the California probate process are clear, but the steps are also numerous—and like most legal processes, everything has to be done just right, and in just the right order. If you are the executor of someone’s Last Will and Testament, this responsibility falls on you. You are legally required to see probate through in an honest and diligent way—or you may face liability. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/navigating-probate-from-judges-perspective/ For more on Probate Representation in California, 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!

If you have a high net worth, you and your family MUST consider these advanced Estate Planning strategies to lower your taxes! 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to discuss the CRITICAL tax planning actions to consider! Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of the best-selling “Savvy Estate Planning,” will speak in plain English about the so-called secret strategies that expert attorneys use to efficiently transfer wealth to the next generation and minimize gift, death, and income taxes. A must-see webinar for families with $5 million or more in assets. Note: some kinds of gifting should be completed soon, as there is an important deadline for death tax planning on 12/31/22. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/advanced-estate-planning-for-high-net-worth-families/ For more High-Net-Worth Tax Planning tips, 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!

Are you sure you're giving to charity in the best way? Watch this webinar to learn about the differences between Donor-Advised Funds (DAFs) and Private Foundations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and charitable giving. Discover how Donor Advised Funds let you give to charities with less hassle and more privacy, while Private Foundations give you complete control but require more work and responsibility. Each option has different costs, tax benefits, and levels of administrative work. Expert attorney Jim Cunningham and professionals from Ascent Wealth Management will help you understand how to balance tax savings with easy management to reach your charitable goals. Don't miss this chance to improve your giving strategy!

👉 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!

CRITICAL STRATEGIES and how to do asset protection in California with asset protection specialist and estate planning lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to protect assets with Private Retirement Plans! Superstar asset protection guru Ray Olmo of TRUST-CFO® joins Jim Cunningham for a must-see webinar for anyone with significant assets in California. Most people’s wealth is 100% exposed to creditors. The Golden State offers unique legal strategies to safeguard your wealth, and new laws are reaffirming and upgrading historic protections—but you have to make proactive moves in just the right way. In this asset protection tips video, we discuss California Private Retirement Plans (PRPs) – the safest, strongest, and most cost-effective legal “safe-deposit box” where Californians can exempt their assets and earnings from lawsuits (and taxes). We also take a deep dive into the expanded California Homestead Exemption and legal nuances of a ‘personal residence.’ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/asset-protection-in-ca-new-era-in-prps-homestead-exemption/ For more information about Asset Protection in California, click here: https://www.cunninghamlegal.com/california-legal-services/asset-protection/ 👉 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!

Explore financial planning! Join our webinar with experts to understand the role of a Financial Advisor. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a financial plan, a comprehensive financial plan, and to understand the steps in a financial plan. What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporating into your business, tax, or estate plan? Do you own a business or many real estate properties? Have you had a comprehensive analysis done or created a plan that involves your CPA, Estate Planning attorney and a Certified Financial Planner that is looking at things collectively? You may need additional entities or LLCs, you may need tax mitigation techniques or a cash flow study done on investment properties. Discuss the why, when and importance of developing a Financial Plan. Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial 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!

LOWER your taxes w/charitable tax deductions in California Estate Planning: Attorney explains Charitable Trusts, tax advantages 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Charitable Trust, defer taxes using 1031 exchange. Save LOTS of tax money through savvy charitable giving, including charitable trusts. These strategies can pay you a lifetime income, benefit your favorite charity, and work for your heirs as well. Charitable trusts DON’T PAY TAXES the same way as others. Straight talk about the pros and cons of charitable trusts, annuities, charitable tax approaches, and IMPORTANT changes to the law in 2020.

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!

The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half from its present level. Are you and your estate plan prepared? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and irrevocable trusts. In this informative webinar, Jim and Certified Financial Planners Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they right for? What are some common pitfalls to avoid? This webinar will help answer these questions and more! 👉 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 living 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!

What if my spouse remarries? Will my money still go to my kids? Learn about: What is prenup, remarriage restrictions, and different types of trusts. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert advice on how to protect your assets from future spouses- even after you're gone! Is it possible your spouse will remarry after you die? If so, is there a way to protect your kids from the new spouse spending everything you have taken a lifetime to create? What if the new spouse gains full control over your family’s assets after your own spouse passes? You certainly may want your spouse to benefit from your hard work, but you probably also want to ensure something is left over for the kids! We’ll discuss your estate planning options, including remarriage restrictions, prenups, postnups, and strategies like leaving assets to your spouse in trust for life, then to your children. Make sure you’ve considered all the possibilities and implement a plan that will give you peace of mind.

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!