Savvy Estate Planning

Wealth transfer using Dynasty Trusts can preserve family wealth across generations! Dynasty Trusts are essentially irrevocable trust asset protection! Do you plan on leaving an inheritance and need to explore heritage wealth planning? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, wealth creation tips, and tax strategies from our talented team. Here’s a shocking statistic: No less than 70% of inheritances of any size are lost by the second generation, and a whopping 90% are gone by the third generation. Knowing this, the ultra-wealthy have learned to plan for “multi-generational wealth” –but many of their moves can be used by any family with the right knowledge. One crucial strategy is the “Dynasty Trust,” and it’s time the mystery was removed from this extremely useful tool! In this eye-opening webinar, we’ll learn about California Dynasty Trusts, how to create them, and how they can protect your heirs and descendants—preserving family wealth across generations. Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, and great-great-grandchildren for success—start your own dynasty, no matter what level of wealth you’re at! 👉 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!

Funding a Living Trust is essential- Trusts are not (in general) immediately funded when they are created! That means you need to need to put property into a trust! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for funding a living trust, putting property into a trust, or esatte planning. If a trust is unfunded, your heirs will be going to Probate Court and your assets cannot be distributed in a timely way. Trusts are not (in general) immediately funded when they are created—usually, there’s still much more to do! You have to “fund,” or put assets into your trust as soon as possible—and make sure all the right assets have been moved into the trust. In this webinar, we will explore five different ways to fund your trust so that your assets can be properly protected and distributed efficiently according to your wishes. We will cover problems with assets outside of trusts, how to transfer different kinds of assets to your trust, and common mistakes to avoid. Whether you are just starting the estate planning process or you have an established trust that needs to be properly funded, this webinar is a must-watch! 👉 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!

A VITAL part of estate planning: how to administer a trust after the death of loved one! Trust Administration experts explain. 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts and Estate Planning. Would you know what to do if your loved one died? Dealing with the death of a loved one is never easy, but you want to know exactly what you’re supposed to do when it happens. Think of this as an estate planning checklist that will guide you through what to do to administer their trust. Administering an estate can be overwhelming, time-consuming, and costly. Why not work with an estate planning attorney to ensure you comply with legal requirements and AVOID LIABILITY?

👉 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!

After death, your Estate Plan kicks in & Trust Administration: top estate planning lawyer explains basics of managing a trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to craft an estate plan with an expert California estate planning lawyer team. When you are gone, will your kids have any idea how to administer the Living Trust (or other Trusts, or IRAs) you so carefully created? What if one of your children or successor trustee dies before you do? Ask your adult children to watch this special legal webinar and plan together for multi-generational wealth. Eliminate the mystery and prepare your family for the future!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about Trust Administration, click here: https://www.cunninghamlegal.com/california-legal-services/trust-administration-law/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-do-trusts-work-what-happens-after-death-or-incapacity/ 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!

Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration, living trusts, and estate planning. Join us for an essential webinar with Attorney Jim Cunningham to untangle the intricacies of a trust administration checklist, one designed precisely for California law—and given the myriad of legal requirements in California, believe us, a comprehensive checklist is critical! Don't risk making costly errors. Let Jim's expert guidance give you confidence and valuable insights to illuminate your path through what can be a daunting process. If you are a trustee in California, don’t miss this 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!

LLC Explained: If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, real estate investing tips, and LLC formation. Beyond the liability, succession, and tax issues, did you know that without an LLC you are limited to just four mortgages? But how do you create the right Operating Agreement? What are the pitfalls to watch out for? Do you need a lawyer to help? In this webinar, we’ll take a deep dive for serious real estate investors!

👉 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!

LLC vs Corporation: LLC vs S Corp, LLC vs C Corp California: What is the difference for businesses or real estate investments? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert financial planning advice and estate planning attorneys with business savvy. What’s the best structure for your business or real estate investments—a Limited Liability Company (LLC) or Corporation? Which best fits your needs and offers the most solid asset protections and tax advantages? What’s the optimum way to limit personal liability? Do you want the simplest and most flexible structure to protect your personal assets or should you consider a more complex structure? Watch this legal webinar by an expert estate planning attorney for a deep dive into the pros and cons, along with the key factors you must consider when making this vital business decision!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Advanced Tax Planning, California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal 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!

Secrets of real estate investing in California: Using LLC for real estate investments, expert estate planning laywer tips 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for the best california tax planning advice, and using an LLC to buy real estate. If you want to build a real estate empire, large or small, you really need a Limited Liability Company (LLC) to do it right. Beyond the liability, succession, and tax issues, did you know that without an LLC you are limited to just four mortgages? Must you be a licensed real estate agent? What about the 750 hour requirement? Join our founder Jim Cunningham, along with Stuart Wright of CEB and Norma Hannemann of Coldwell Banker, to learn the nuts and bolts of building a real estate portfolio the smart way.

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Advanced Tax Planning, 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!

Master the California real estate market! Learn to avoid disputes with a positive real estate mindset with this video by attorney Phil Diamond. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for real estate advice, dispute resolution, and tips on real estate investing. Far too often, real estate transactions lead to disputes among buyers, sellers, and investors. Join us for a comprehensive webinar on avoiding these hassles, arguments—and lawsuits. We’ll cover a wide range of topics, including the most common disputes, and legal considerations for buyers, sellers, and investors—with an emphasis on best practices for preventing problems before they happen. Whether you are a first-time homebuyer, a seasoned investor, or a real estate professional, this webinar is a must-attend event for anyone involved in real estate transactions. 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!

Is it really possible to retire in California? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement advice, more information on how to retire in California, and all your estate planning needs. Attorney Jim Cunningham of CunninghamLegal and Alissa Kroeger of Ascent Wealth Management address the benefits of retiring in California, along with the drawbacks—offering comprehensive insights to make the best decisions for your retirement. Get a balanced view of the cost of living, tax implications, and the amenities this state has to offer. Learn the true implications of retiring in California, and find out whether the beautiful, yet potentially expensive, state of California is the right choice for your golden years.

Is it really possible to retire in California? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement advice, more information on how to retire in California, and all your estate planning needs. Attorney Jim Cunningham of CunninghamLegal and Alissa Kroeger of Ascent Wealth Management address the benefits of retiring in California, along with the drawbacks—offering comprehensive insights to make the best decisions for your retirement. Get a balanced view of the cost of living, tax implications, and the amenities this state has to offer. Learn the true implications of retiring in California, and find out whether the beautiful, yet potentially expensive, state of California is the right choice for your golden years. --Contents of this video--------- 0:00 Intro to the true costs of retiring in california 14:04 Monetary benefits of being(and dying) a california resident 34:00 Case study: Able and Baker retire to california 49:50 Case study: Hank and Wendy leave california 52:25 Case study: Charlie and Delta stay in california 56:50 Questions 👉 Meet with Ascent: https://lindseyandlindsey.com/ascent-wealth-management/ to create a financial plan and get financial advice. 👉 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 retirement planning,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!