Savvy Estate Planning

Ever thought about the tax benefits for investing in oil and gas wells? There's a ton of tax benefits from energy investing in the United States that benefit self employed and W2 high income earners. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for investment tips, investment help, and financial management. Let's discuss the latest developments in the oil and gas industry, production expectations, political climate with energy and domestic dominance and independence. Some of these potential tax benefits have existed in the tax code for nearly a century and they could be a benefit to you. We’ll take a closer look at oil and gas investment opportunities. This webinar will be hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management. 👉 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!

Business owners can avoid high taxes with special estate planning strategies from leading living trust attorney team in CA 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert advice on how to avoid estate taxes, creating a dynasty trust, and business succession planning. Do you own all or part of a business? Business owners have unique tax and estate planning needs–and opportunities–far more complex than any W-2 employee. In this vital webinar for any business owner, we will cover the key issues: when and whether to use a partnership, corporation, or LLC, the special provisions that need to be in your Living Trust if you own a business, and multiple ways to reduce your tax bill with little effort. Here’s your chance to step back and make sure you’re doing it right!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about tax and retirement strategies for business owners, click here: https://www.cunninghamlegal.com/legal_webinars/crucial-tax-retirement-strategies-for-business-owners/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/ 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!

California landlords: AVOID lawsuits and minimize taxes. Understanding 1031 exchanges and Tenants’ Protection Act is crucial. 👉 Book a Call at https://cunninghamlegal.com/book-your... to protect yourself from difficult tenants and avoid unnecessary taxes. Do you own residential rental property in California? If you don’t pay attention to the many tenants’ rights that are part of California law you could be taken by surprise, and forced to pay hundreds of thousands of dollars in a lawsuit—not covered by insurance!

👉 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!

Have you wondered, do I need a will or a trust? If you only have a Will, you're going to Probate! We're going to cover dying intestate! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, or help with Probate. There's no sugar-coating it: dying without a will, also known as “dying intestate,” can create a world of uncertainty for your loved ones. In this webinar, Attorney and author Jim Cunningham dives into the intestacy laws of California, the default rules that apply when a person dies without a will. Jim will explain how your assets could be distributed by the state and why it might not align with your wishes. He'll also discuss the potential challenges your loved ones may face, from legal complications to family disputes. Let Jim teach you how best to ensure that your legacy is handled according to your wishes. 👉 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!

What is the cost of probate in California? The answer might shock you: probate costs 4-8% of estate value... and it can drag on for 16-24 months, or even YEARS if there are complications. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California probate, and talk to a living trust lawyer. What is the cost of probate in California? How do you calculate probate fees in California? We answer these top questions and more. You’ll find that you should have been asking, “How to avoid probate in California?”. Discover when probate is necessary, the staggering costs (4-8% of estate value), and why it can drag on for 16-24 months, or even years. Learn about 10 key exceptions and strategies to bypass this costly, time-consuming process. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, Probate Assistance, and Trust Administration. To learn more about the cost of updating a living trust in California, click here: https://www.cunninghamlegal.com/how-much-should-a-living-trust-cost/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/sticker-shock-what-will-a-living-trust-cost-in-2023-and-why/ 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!

In California, when someone dies who is responsible for their estate? What do you do with real estate after someone dies? Most of the time, it depends on how Title is held. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, real estate sales, and trust administration. Do you know what NOT to do when someone dies? Learn how to efficiently manage real estate after a property owner's death in our webinar. Discover essential steps such as notifying the assessor, recording an affidavit of change of trustee, transferring property deeds, and navigating reassessment issues and exclusions. Perfect for attorneys and future trustees, this session will arm you with practical strategies for handling California properties. Enhance your expertise, streamline trust administration, and learn some tricky compliance requirements.

👉 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!

Your trust administration checklist needs to account for the roles of people named in a trust: trustees and beneficiaries 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California trust administration with a top trust administration attorney California. What is the proper role of a trustee? What are the rules trustees must follow? What are the risks? What role do beneficiaries play? What should a trustee do about assets not held in the trust? What about IRAs, life insurance, annuities, and the like? If you're confused, you don't have to be. Watch this video to answer your Estate Planning questions.

👉 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!

Should you use a trustee that isn't a family member? There are major income tax and asset protection benefits from having an independent trustee! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with estate planning, independent trustees, and tax planning! Do you have a high net worth and want a reliable trustee with accountability and financial oversight? Join CunninghamLegal and Premier Trust for an insightful webinar on estate planning! Discover the essentials of trusts, trustees, and how independent trust companies can help you secure your legacy. Learn about the benefits of using an independent trustee, including objectivity, expertise, and reduced family conflict, as well as the types of trusts Premier Trust administers and real-life case studies. This is a must-attend event for anyone looking to protect their assets and carry out their wishes. Don’t miss out on practical tips! 👉 Contact https://www.premiertrust.com/ for independent trustee services! 👉 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!

Crucial California Estate Planning strategies for 2022: SECURE Act, Prop 19, California Trust Administration, Incapacity. 👉 Book a Call at https://cunninghamlegal.com/book-your... w/California Estate Planning Attorney to update your Estate Plan for 2022. Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. For example, starting Jan 1, if your mother becomes incapacitated but is still living, you have an affirmative obligation to deliver a copy of her trust to all who inherit under that trust. You’re also required to prepare a periodic accounting! Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/top-estate-planning-game-changers-for-2022/ For more information about California Estate Planning, click here: https://www.cunninghamlegal.com/california-legal-services/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!

Living trust cost is going up, and updating a living trust in California can be expensive, especially with inflation! Learn the value: 👉 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. You may have sticker shock about the soaring prices of gas, food, hotels, and just about everything. So how much will a Living Trust cost in 2023? How do you choose the right lawyer and receive the best estate plan for YOU? What are the top mistakes people make? Why will you be asked to fill out a lengthy questionnaire before your meeting? What if all I need is an update, not a new trust? We’ll talk frankly about all these questions, and look at how to best prepare for your important meeting with an estate attorney. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about the cost of updating a living trust in California, click here: https://www.cunninghamlegal.com/how-much-should-a-living-trust-cost/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/sticker-shock-what-will-a-living-trust-cost-in-2023-and-why/ 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