Savvy Estate Planning

In-home caregiver jobs in CA are employees: Estate Planning Attorney Jim Cunningham + Nicole Kamm of Fisher Phillips 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts and Estate Planning. A MUST SEE webinar for anyone even thinking about hiring an in-home caregiver for a loved one in the state of California. Did you know you can be personally liable for a variety of violations of the Golden State’s heavily employee-friendly laws? That includes minimum wage, mandatory breaks, as well as over time--you really need to understand how to avoid mistakes and manage your liability! Our guest speaker, Nicole Kamm of Fisher Phillips, will discuss in-home caregiver stories, and offer strategies for the savvy. Joining Nicole will be our founder, Jim Cunningham. Whether a caregiver for parents with dementia, just elderly family members, and even whether through a caregiver agency or not, you need to understand the risks and manage them! If you have any questions, get some professional legal advice. Planning for long-term care is one of the practice areas that CunninghamLegal specializes in. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/hiring-caregivers-for-parents-in-ca-beware-liability-risk/ For more information about Eldercare issues, click here: https://www.cunninghamlegal.com/california-legal-services/elder-law/ 👉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, long-term care 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 community property vs. separate property and how to AVOID problems. 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts and Estate Planning. Did you know if you’re married, you may not actually own your house? Home ownership for married couples is an extremely complicated issue. A death or divorce can plunge you into MAJOR TROUBLE if your name isn’t on the title to your home. Do you know who has the title to your house? To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/community-property-vs-separate-property-estate-problems-asset-protection/ For more information about Community Property vs. Separate Property, click here: https://www.cunninghamlegal.com/estate-planning-for-blended-families-pitfalls-and-solutions/ 👉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!

Without a living trust or a will, your assets are subject to Probate! What is Probate, and how much does probate cost? 👉 Book a call at https://www.cunninghamlegal.com/book-your-appointment/ to understand the consequences of not having an estate plan, learn about probate costs, and discover the benefits of living trusts. In this essential video, expert attorney Jim Cunningham tackles the critical questions surrounding estate planning. What happens if you pass away without an estate plan? Does your spouse automatically inherit everything, or are your children also entitled to a portion of your assets? Jim also provides a comprehensive overview of Probate - detailing what it is, how much it can cost, and why it might be a process you want to avoid. Furthermore, he explains why many people opt for living trusts as a strategic approach to manage their estate, offering a clearer path for asset distribution and peace of mind for the future. Don't leave your family's future in uncertainty. Watch this video to equip yourself with the knowledge needed to make informed decisions about your estate planning. 👉 SUBSCRIBE to our YouTube Channel for more insights into estate planning at https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 👉 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to keep your estate documents current, discuss your estate planning needs, and learn about upcoming events. With offices all over California, we're here to help. 👉 VISIT our WEBSITE at https://www.CunninghamLegal.com for more information on California Estate Planning. 👉 JOIN our FREE LEGAL WEBINARS at https://www.CunninghamLegal.com/webinars for live Q&As with expert attorneys! 👉 PHONE: Call us at 1-866-988-3956 to consult about a California Living Trust today!

Have you been tasked with managing real estate within a living trust after a loved one has passed away? Join our insightful webinar, led by attorney Jim Cunningham, to explore the nuances of trust administration for real estate. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for legal advice, help with trust administration, and help with administering a living trust. Learn how to effectively handle, protect, and transfer property in accordance with the decedent’s wishes. This session will cover the responsibilities and challenges involved in managing real estate within a trust, providing practical steps and expert guidance to ensure a smooth administration process. Whether you're a trustee or an estate planner, gain the knowledge you need to fulfill your role effectively. 👉 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!

You should consider retiring in California! From estate taxes to culture, get informed on all you need for a golden retirement. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement planning, estate planning, and California living trusts. We'll explore the benefits of favorable California retirement taxes, its breathtaking climate, and rich cultural offerings. Learn how Medi-Cal can support your healthcare needs and understand the advantages of having no state death tax. From sunny beaches to bustling cities, California retirement offers a vibrant lifestyle for retirees. Don't leave your golden years to chance—get informed on all the reasons why retiring in California is the perfect place to enjoy a your hard earned relaxation. Watch now and plan your dream retirement 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= 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!

Capital gains tax on real estate can be reduced and deferred, if you use the right tax strategies and get advice from an expert 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn tax deferral strategies, capital gains tax structure, and how to preserve your Prop 13 tax base. Real estate sales are often subject to payment of capital gains tax on both the Federal and State levels. Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. But all too often, they blow the process and end up overpaying on taxes. In this vital webinar, we’ll cover proven strategies to delay and even eliminate capital gains tax—including 1031 exchanges, 1031 alternatives, current realities of Prop 13 preservation, minimizing state income taxes, and much more. Learn the common pitfalls and frequent mistakes that are easily avoided with proper planning before you sell! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about advanced tax planning with CunninghamLegal, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-cut-your-tax-bill-selling-real-property/ 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!

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!