Worried about California Income Tax Rate? California Estate Planning Attorney explains why you should retire in California. 👉 Book a Call at https://cunninghamlegal.com/book-your… to learn about Prop 13 basics, property taxes in California. Are you trying to decide if you’ll retire in California or head to less expensive states? Whatever your choice, savvy Tax Planning and Estate Planning is required—and when you do that planning, you may just decide that the Golden State isn’t such a bad option, after all. There are all kinds of tax benefits for retirees here: property taxes are controlled and predictable, and did you know that those who already own property here can now easily transfer their Prop 13 caps to a new home? Worried about California’s high state income tax? A host of tax mitigation strategies are available, if you know where to look. Among the many topics we cover in this legal webinar are: Retirement in California Taxes in California—most people assume they’re higher—that’s not always true! Why you should think of retirement in segments Factors to consider in retirement including State and Local Income Taxes, Capital Gains Taxes, and County and Local Property Taxes The case for retiring in California: Income Taxes are low for many retirees Elimination of Capital Gains Tax on the death of one spouse California does not impose tax on Social Security Benefits Stable (and often low) Property Taxes We’ll talk about key takeaways including why you need to assemble a legal “A-Team” (attorney, CPA, financial advisor) to help you make good decisions. We’ll also discuss why those with estates of $10M+/income of $1M+ need to consider a Family Office in addition to an “A-Team!” Whether you’re a longtime Californian or an out-of-stater looking for better weather, this webinar is a must! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/why-retiring-in-california-may-actually-be-a-smart-idea/ For more on the topic of retirement in California, click here: https://www.cunninghamlegal.com/retirement-planning-mistakes-to-avoid/ 👉 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!

Are you considering adding your child's name to your house title as a means of simplifying inheritance? Before you make this significant decision, explore the potential pitfalls and legal complications that can arise. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with title, and titling your home. Attorney Jim Cunningham will explain why this seemingly simple solution can lead to significant issues, including exposure to your child's creditors, unintended tax consequences, and loss of control over your property. Learn about alternative strategies to achieve your estate planning goals without jeopardizing your financial security. This session is a must-attend for anyone looking to protect their assets and ensure a smooth transfer of property. Register now to gain invaluable insights and avoid common mistakes that could impact your legacy. 👉 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!

Uncover what is a living trust, living trust vs will, how to set a revocable living trust, and avoid bad trust pitfalls! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust guidance, and help avoiding probate. 👉 FREE FORM: Estate Plan Review Diagnostic https://www.cunninghamlegal.com/information-tools/ We'll demystify living trusts, compare a living trust vs will, guide you on how to set up a revocable living trust, and the things to look out for. A good trust can sidestep probate and reduce taxes, but a bad trust can send you to probate and have HUGE tax implications. Whether you're a novice or seeking to expand your knowledge on trusts, this webinar is crucial. Don't fall into common trust pitfalls. Equip yourself with the knowledge to safeguard your assets and loved ones. 👉 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!

Ready to retire in California? Enjoying retirement? Is your retirement income strategy optimized to keep you in the lowest bracket possible? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning and retirement planning guidance. Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution rather than accumulation, but income is crucial—so exactly how should investments be positioned? Most of us consider “Revenue efficiency” without giving enough thought to the “tax efficiency” of investment moves—even though taxes are one of our greatest expenses, especially in retirement! It’s a balancing act, since higher income and higher Required Minimum Distributions, & CRUDs could mean higher income taxes, higher capital gains taxes, and increased Medicare expenses. Is your retirement income strategy broadly diversified and optimized to keep you in the lowest bracket possible? What’s your actual net? Join Jim and Certified Financial Planners Alissa Kroeger and Shannon Beahan as they discuss the nuances of this transition, including which asset types are best suited for which accounts, optimizing your Social Security strategy, and how required minimum distributions (RMDs) from IRAs could impact your future income 👉 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!

California estate planning lawyers talk will and trust disasters, why you need a living trust, how to avoid probate, and more 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss how to make a living trust in California, trust administration California, and the California estate tax. Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Too often, people don’t pay enough attention to changes in their family, finances, and health—and their best intentions lead to disastrous outcomes. California Estate Planning attorney specialists Jim Cunningham, CEO; and Rachelle Lee-Warner, managing partner at CunninghamLegal; walk us through real-life case studies of catastrophically messed up plans and later trust administration missteps. Educate yourself on what NOT to do with these important estate planning tips!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about California Estate Planning, click here: https://www.cunninghamlegal.com/california-legal-services/estate-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-screw-up-an-estate-trust-will-disasters/ 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! 5.32.24

California Estate Planning Attorney discusses Estate Planning basics for aging parents, long-term care insurance, Living Trusts. 👉 Book a Call at https://cunninghamlegal.com/book-your... for Estate Planning Lawyer assistance on Living Trust, Will, Tax Planning. Are you prepared for the legal and financial issues involved in caring for an aging parent?Do you have an asset management plan? Even the smartest, most educated of adult children make enormous mistakes when dealing with their aging parents’ affairs. In this legal webinar, we talk about the top 10 biggest mistakes most people make, including: 1. Assuming everything is in order, for example, do you know if your parents’ insurance covers long-term care? How do you protect your parents from financial scams? Why you need to take care of things while your parents are still of sound mind. 2. Trying to handle everything yourself 3. Failure to secure appropriate housing and/or long-term care insurance 4. Delaying difficult conversations 5. Being legally unprepared and not having documents 6. Underestimating the long-term in terms of long-term care 7. Ignoring self care 8. Mishandling difficult people 9. Paying caregivers under the table (especially in California!) 10. Doing nothing We talk about why you need to put together an estate planning “A-Team” of qualified experts including a trust and estate lawyer, CPA, financial advisor, insurance professional, and even a realtor. We’ll also take on other tough topics, like dealing with difficult siblings, step parents, and avoiding liability exposure for acts or omissions. If you have an aging parent, or even if you are one, you don’t want to miss this important estate planning information! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/top-10-mistakes-handling-aging-parents-affairs-estate-planning-101/ For more information about estate planning and aging parents, click here: https://www.cunninghamlegal.com/aging-parents-how-to-talk-to-them-about-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! © 2021 CunninghamLegal

It’s Estate Planning 101: Prepare for future of divorce, protect your child’s inheritance, Estate Planning Attorney explains 👉 Book a Call at https://www.cunninghamlegal.com/book-... for California Living Trusts, Estate Planning, and Trust Administration. Have you ever thought you might need to protect your child’s inheritance against a future ex-son-in-law or daughter-in-law? Worried that your hard-earned wealth will go to the wrong people? Sadly, a bequest can sometimes enable—and even trigger—a divorce. But you can set up your estate to PROTECT your children and your grandchildren. In California, all property acquired during a marriage is presumed to be marital or community property, except property acquired by gift or inheritance. That’s why it’s so important to make sure that when your estate is inherited by your children, it’s protected from their future ex-spouses. After taxes, divorce is the single biggest threat to an inheritance which is why it’s so important to plan! In this legal webinar, we talk about: Community property vs separate property Inheritance protection trusts (IPT) Dole-it-Out Trusts (DIO) Special Needs Trusts (SNT) Trust Protector Learn how to plan ahead and avoid the estate planning pitfalls involved in your child’s potential divorce! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/protect-childs-inheritance-from-future-ex-spouse-estate-planning-tips/ For more about the pitfalls and solutions for estate planning in a blended family, click here: https://www.cunninghamlegal.com/estate-planning-for-blended-families-pitfalls-and-solutions/ 👉 Book a Call at https://cunninghamlegal.com/book-your... 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://www.cunninghamlegal.com/book-... 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!

An AB Trust (sometimes called A B Trust) is a type of revocable trust. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust creation, or to get information on how to create a trust. A primary purpose of the B Trust is to save on federal estate taxes upon the death of the surviving spouse, i.e., the second spouse to die. The law changed in 2011 and again in 2017 in several big ways, making AB Trusts less beneficial and creating a Capital Gains Tax liability for many people. If you’re concerned about the potential drawbacks of an AB Trust, it’s essential to consult with an experienced estate planning attorney to discuss your options. 👉 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!

Death and Taxes: If you have over $12.92M in total assets, the federal estate tax rate is an enormous 40%! How can you avoid them? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate tax planning, transfer tax real estate help, and assistance with death and taxes legacy. What are Estate Taxes and how can you avoid them? In 2023, the federal estate tax rate is an enormous 40% if you have over $12.92M in total assets as an individual. $12.92M may sound like a lot, but remember that ALL your property is included in the calculation, and the thresholds are always subject to change in the political winds. In this legal webinar, we’ll take a detailed look at estate taxes and the five top strategies to avoid them when you pass on your estate. No high net worth family should miss this legal 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!

How has California Prop 13 impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, Prop 13 Planning, and Prop 19 Planning! Prop 13 is the reason property taxes can only increase at a maximum of 2% a year—but it also allows a full reassessment when a change of ownership occurs either by death, gift, or sale. In this webinar, we deep dive into strategies to protect your real estate investments and maintain tax benefits under the current legal framework. Led by Jim Cunningham at CunninghamLegal, a renowned expert in California property taxes, this session is your chance to learn how to effectively navigate these changes. Contents of this Video: 00:00 Introduction to Prop 13 California: How it Benefits Us Today 5:37 Brief History of Proposition 13 7:48 What Did Prop 13 Do? 27:39 The Prop 13 and Income Tax Trade-Off 33:59 Conclusion 👉 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!