Savvy Estate Planning

Estate Planning for Blended Families requires the expertise of a California Estate Planning Attorney who can review your plan. 👉 Book a Call at https://cunninghamlegal.com/book-your... for questions like “How should inheritance be split with mixed families?” If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of date. Everything about your Estate Plan must be re-thought with the help of a California estate planning attorney because even with the best of intentions, unintentional missteps can be devastating – especially for a new spouse, or for children from a first marriage. Take no steps to fix your plan? You pretty much guarantee a legal mess. Learn the critical strategies in this must-view webinar for people who have remarried and especially those with a blended family. For more information about Estate Planning for Blended Families, click here: https://www.cunninghamlegal.com/estate-planning-for-blended-families-pitfalls-and-solutions/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/remarried-blended-family-critical-estate-planning-issues/

👉 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! © 2024 CunninghamLegal #cunninghamlegal #estateplanning #blendedfamilies

Capital gains taxes can quietly erode your estate like a hidden death tax! Discover how to help safeguard your legacy. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and estate planning. Demystify how capital gains taxes can significantly impact the inheritance you leave behind. Learn how these taxes can essentially function as a form of estate tax, reducing the value of your estate and affecting your beneficiaries. We'll explore strategies to minimize the impact of capital gains taxes, including the use of trusts and other estate planning tools. Join us to gain essential insights into protecting your assets and ensuring your legacy is preserved for future generations.

👉 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 Attorney explains Build Back Better Tax Plan and how you can save taxes w/year-end planning 👉 Book a Call at https://cunninghamlegal.com/book-your... to adjust your Living Trust or Estate Plan and save taxes. So much change, so little time. The last two years have changed us all—our families, our government, our finances. And now we have a new tax and spend bill that looks like it’s going to get through Congress. As 2021 nears the finish line, it’s time to take a critical look at your own planning. Has your tax situation undergone a tectonic shift? What steps can you do now to save taxes? Has there been a death, bankruptcy, marriage, birth, divorce, or retirement that requires an adjustment in your Living Trust or overall Estate Plan? What has become irrelevant, what needs rethinking, and how can you enter 2022 fully prepared for whatever comes next?

To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/your-critical-end-of-year-tax-estate-planning-checklist/ For more information about Tax Planning, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-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

Are you prepared for the “gotchas” and hidden tax traps waiting for your inheritance? Income, Capital Gains, Property, Generation-Skipping and Inheritance Taxes, to name a few! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and business planning. Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & certified specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize your California inheritance tax burden, including estate planning, gifting, charitable donations, and more. Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve your family’s wealth and fully understand what happens when you inherit money.

👉 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!

Trust vs Will: what's the best choice for estate planning? What's the difference between a trust and a will? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for creating a Will, creating a Trust, and estate planning. This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the key differences between a will vs trust, and gain insights into the benefits and drawbacks of each. We further delve into the subtleties of a living trust vs a will, providing you with the knowledge to better secure your family's future. Presented by attorney Jim Cunningham, this is your chance to learn from an expert and simplify your estate planning process.

👉 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!

Explore living trust 101 in our video! Do you have a good living trust? What is a living trust? Understand living trust asset protection, revocable living trusts, and living trust vs will comparisons. Let's demystify trusts together! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and how to create a living trust. "Dive into 'Living Trust 101' with our comprehensive video: 'Is your trust a good living trust?'. We'll guide you through key aspects of living trust asset protection, the specifics of revocable living trusts, and the crucial differences between a living trust and a will. Learn what a living trust is, why it matters, and how it can secure your assets and ensure a smooth inheritance process. Join us as we demystify the world of trusts, providing you the insights you need to make informed decisions about your estate planning. Don't miss out!" 👉 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

You NEED to have a family meeting with your adult children on Estate Planning right away! Expert Estate Planning attorney Jim Cunningham discusses CA Prop 19 and Prop 13 protection issues and crucial estate and long-term care plans for elderly parents. People often make these plans without ANY discussion with the loved ones who will actually have to deal with those plans later on. The result? Confusion, error, and conflict as the inheritance issues get worked out, sometimes in court. In this vital workshop, one of California’s best Estate Planning Attorneys takes you through a family discussion of all the vital CA Living Trust, Property Tax, and Long-Term Care options. You need to do this right away because California, PROP 19 has changed everything. CunninghamLegal can help you understand how it may threaten your Prop 13 tax caps on your property and what you may need to do before the deadline of February 16, 2021 to urgently rethink tax strategies for your children or grandchildren. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/family-estate-plan-meeting-ca-prop-19-inheritance-tips/ For more information about Pro 19 inheritance tips, 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! © 2020 CunninghamLegal

Wealth Secrets: A well-crafted estate plan can help ensure that your children can get their inheritance without paying a lot of taxes, and that they are protected from creditors, ex-spouses, and lawsuits. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for wealth transfer advice, estate planning, IRA and Roth IRA planning! Do you have financially successful adult children? What will happen when they inherit your money and properties—will they be hit with disastrous tax bills? Do they need inherited assets protected from creditors, ex-spouses, and lawsuits? Too often, people don’t give enough thought to passing wealth to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly after the death of a parent. Don’t miss this vital webinar on how to rethink your Estate Plan to protect the next generation even if they’re already doing well, including key Trusts and other structures! 👉 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!

New laws in California DEMAND new resolutions in for 2021 in Estate Planning and Financial planning, Estate Planning Lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for help w/real estate tax breaks when selling property! URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop19plan and see the webinar at https://www.cunninghamlegal.com/legal_webinars/what-can-i-do-if-i-missed-the-prop-19-deadline/ for more details! -------------------------------------------------------- Significant new laws will impact your estate plan in 2021—including major changes to Prop 13 property tax protections because of passage of California Proposition 19. We’ll discuss resolutions everyone should make for a shifting new year, including key revisions to your estate plan, and strategies for your aging parents as well as transferring Proposition 13 taxes to your children that Prop 19 takes away. One important resolution: rethink your financial plan. Is it time to switch planners? Should you consider having more than one? Straight talk from our founder, attorney Jim Cunningham. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/analysis-for-estate-financial-planning-2021-new-laws-in-ca/ For more information about Prop 13 and Prop 19, 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!

Make savvy strategic choices for your CA Retirement Planning, finances, estate planning with expert advice 👉 Book a Call at https://cunninghamlegal.com/book-your... to learn how to prepare for retirement to reach your retirement goals. Age 50 begins the long conversation about retirement. At age 60, some begin to retire when they’re still active—and during this crucial decade, you have a tremendous opportunity for tax planning to reduce what the government takes and thereby increase generational wealth. At age 70, one should begin thinking strategically about RMDs (think “tax arbitrage”) from a retirement account. And when approaching 80, decisions need to be made about who is the right person to assist with finances and personal care, along with the careful implementation of wealth transfer strategies for the next generation. At each stage, it’s far too easy to miss opportunities and make wrong choices. Don’t miss this vital webinar! To watch this video on our site, click here: https://www.cunninghamlegal.com/legal_webinars/strategic-financial-estate-choices-at-age-60-70-or-80/ To learn more about retirement planning, 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!