Savvy Estate Planning

Do you know how inheriting assets could significantly impact your financial future? Let's explore the world of inheritance and legacy planning. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and investment planning.

Discover how assets like real estate, annuities, and large retirement accounts can impact your financial plan and including income and estate tax consequences. Learn when it's strategic to refuse certain assets and how to allocate them wisely during lifetime planning while your loved ones are still here. Whether you're new to wealth or anticipating a windfall, we'll guide you on preparing effectively and connect you with the experts to help you. Don't miss your chance to master your financial future!

👉 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!

Thinking about selling your estate planning practice or merging with another firm? In this webinar, Jim Cunningham explains what CunninghamLegal looks for when acquiring or merging with a California estate planning firm. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help selling your practice, to merge a law practice, or for advice on the law firm sale process.

Drawing from nearly 30 successful mergers, Jim walks through key elements of a sale, including valuation basics, client transition planning, ethical duties, revenue sharing, and phased retirement options. Selling your practice is about more than price. It is about legacy and client care.

👉 Watch this video on our website: https://www.cunninghamlegal.com/selling-or-merging-a-law-practice-in-california/

👉 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 Tax: “Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax strategies, passive income ideas, and legal advice.

What is Income Smoothing? It’s the art of “tax bracket arbitrage” to keep taxable income below the highest tax rates each year –saving a LOT on taxes in the long run. Regardless of your financial knowledge, there’s likely a way you or a loved one can pay less tax and keep more money over a lifetime! Don’t miss this important financial webinar!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax strategies, passive income ideas, and legal advice.

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!

Building a successful law firm is one thing. Building a sellable law firm is something entirely different. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a law firm, buying a law firm, or for general advice.

In this video, attorney Jim Cunningham breaks down what truly separates a practice or company from one that buyers actually want. We’ll explore succession planning, branding, and the habits that attract serious offers. If you’re thinking about a future exit or simply want a stronger, more resilient enterprise, this guide shows you how to create real transferable value. Your business is your legacy! Make it one that people line up to acquire.

Building a successful law firm is one thing. Building a sellable law firm is something entirely different. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a law firm, buying a law firm, or for general advice.

In this video, attorney Jim Cunningham breaks down what truly separates a practice or company from one that buyers actually want. We’ll explore succession planning, branding, and the habits that attract serious offers. If you’re thinking about a future exit or simply want a stronger, more resilient enterprise, this guide shows you how to create real transferable value. Your business is your legacy! Make it one that people line up to acquire.

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👉 Watch this video on our website: https://www.cunninghamlegal.com/building-a-sellable-business-or-law-firm/

👉 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!

Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help putting together you financial team, more income tax reduction tips, and business tax planning.

Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/

for California Living Trusts, Estate Planning, and Trust Administration.

To learn more about key tax and estate planning issues, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/

Or to learn more about tax 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/income-tax-reduction-strategies-for-professionals-and-1099-earners/

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 advanced tax 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 our tax planning services or a California Living Trust!

Learn how the 2026 estate tax changes could impact you and strategies like portability and the IDGT to protect your assets. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and for advanced estate planning strategies.

In this video, we dive into crucial estate tax planning topics. With the estate tax exemption set to sunset in 2026, the exclusion amount will be significantly reduced, impacting many. We'll explain the implications of this "death tax" change and how you can prepare. Discover how portability can benefit your estate and learn about the Intentionally Defective Grantor Trust (IDGT) as effective planning tools. Whether you're new to estate planning or updating your strategy, this video offers vital insights to navigate the upcoming changes and safeguard your assets.

👉 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!

Buying out a sibling’s share of the family home without triggering a nasty Prop 19 tax reassessment... it is possible (if circumstances allow)! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for property tax help, property tax guidance, and estate planning

Expert property tax attorney Jim Cunningham shows you what most families never learn until it’s too late. You get a behind-the-scenes look at savvy strategies that may help you keep a parent’s low Prop 13 tax basis, even when one child wants to keep the house and another wants cash. If you own, inherited, or expect to inherit California real estate with siblings, you cannot afford to wing this. Join us to see how the professionals approach a buyout.

👉 Watch this video on our website: https://www.cunninghamlegal.com/how-to-buy-out-a-sibling-and-avoid-prop-19-reassessment/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/prop-13-prop-19-keeping-property-tax-caps-in-ca/

👉 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!

Are you—or your parents—counting on Medi-Cal for long-term care? With Medi-Cal rules constantly evolving, it’s important to get personalized guidance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and retirement planning.

Big changes are coming January 1, 2026: Medi-Cal will once again limit assets to $130,000 per person. If you wait until the end of 2025, it may be too late—because transfers, trusts, and gifting strategies take time, and Medi-Cal will review 30 months of financial history. Attorneys Tasha Jahn and Janice Lee Shen will explain what the new rules mean and what steps you may need to take to protect your benefits. Learn about strategies for gifting and how it’s possible to use irrevocable trusts to keep you on Medi-Cal. Sign up today to learn more!

👉 Watch this video on our website: https://www.cunninghamlegal.com/medi-cal-changes-in-2026-plan-before-its-too-late/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/incapacity-powers-of-attorney-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!

Imagine doubling your impact while cutting your tax bill! Join us to learn Charitable Strategies. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for charitable planning, tax planning, and estate planning!

Discover how to maximize your giving using donor-advised funds, charitable trusts, and appreciated assets. Learn to strategically align your charitable contributions with asset sales to enhance impact and minimize taxes. Find out which assets are best to leave to charities versus heirs and how to manage excess RMDs with qualified charitable distributions. Don’t miss this chance to transform your philanthropic approach.

👉 Watch this video on our website: https://www.cunninghamlegal.com/maximize-charitable-giving-cut-taxes/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/

👉 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!

Tired of watching nearly half your income disappear to taxes? The U.S. Energy sector—especially oil & gas investments—can deliver powerful tax relief for those paying too much. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and investment planning

This exclusive webinar with CunninghamLegal and Ascent Wealth Management reveals smart, legal strategies to offset income for high earners, retirees with big RMDs, RSU-heavy executives, real estate investors, and business owners. Discover how energy incentives and deductions—often missed by traditional advisors—could slash your 2025 tax bill. Don’t wait until your CPA says, “It’s too late.” Take charge of your taxes now and turn government-approved incentives into serious savings.

👉 Watch this video on our website: https://www.cunninghamlegal.com/hidden-tax-break-in-us-energy/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/

👉 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!