Savvy Estate Planning

Most families do not realize they are missing critical estate planning documents until there is a medical emergency, death, or family crisis. By then, the consequences can be expensive, stressful, and sometimes irreversible. In this practical and easy to understand webinar, estate planning attorney Diego Alvarez-Miranda Ezpeleta walks through the essential estate planning documents every adult sho...

If you own a business and you are still paying taxes like an employee, something is wrong. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Business Planning, Tax Planning, and High Net Worth Planning. Year end is when business owners have the most control, yet most leave money on the table by default. This webinar dives into owner driven compensation strategies and def...

Should you consider a Roth conversion? For many high income earners, the better question is whether they can afford not to. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, estate planning, and high net worth planning. Recent law changes have quietly turned traditional IRAs into tax accelerators, especially after death. This webinar digs into how...

Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and legacy planning! For some families, it may create a MAJOR...

Learn how to sell a law firm, plan your retirement, and hand off your legal practice without leaving clients or value behind. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with selling a law firm, help with retirement, or to exit your practice. Retiring from a law firm takes more planning than simply locking the office door and heading for the golf course. Wheth...

What does trust administration actually cost in California and what are families paying for? Many people assume the process is just paperwork, but proper trust administration involves legal guidance, asset transfers, tax coordination, notices to beneficiaries, trustee support, and protecting the estate from costly mistakes. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ f...

Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the familiar way? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for high net worth planning, tax planning, and estate planning. We will explore modern college fundi...

Business owners need a living trust and succession plan to protect the company, family, employees, and wealth when life takes an unexpected turn. 👉 Book a Call at https://www.cunninghamlegal.com/book- ... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/ ... 👉 Book a Call at https://www.cunninghamlegal.com/book- ... to learn how to make a living trust, avoid California estate tax,...

Parents and homeowners: help protect your family, home, and legacy. Discover why a living trust is a must! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, and guardianship documents. Do parents and homeowners really need a living trust? In this video, estate planning attorney James L. Cunningham Jr. explains why a living trust is one of...

More retirees ask the same question: “Should I stay in California or should I retire in Texas?” On paper, Texas may look cheaper with no state income tax and lower home prices. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and estate planning. But retirement is not just about chasing lower costs; it is about protecting...

If your long term care plan is based on what you heard in the last few years, it may already be outdated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth planning, and estate planning. In 2026, Medi-Cal brought asset limits back, and that one change alone reshapes long term care planning in California. In this eye opening webinar, a...

How do you retire comfortably while still helping your children financially? 👉 Book a Call at https://www.cunninghamlegal.com/book- ... for advanced tax planning, retirement planning, and estate planning. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-t ... 👉 For more on this topic: https://www.cunninghamlegal.com/blog/ ... SUBSCRIBE to California Estate Plannin...

At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and family wealth planning. When your estate reaches $50 million, the stakes rise quic...

Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, creating a living trust, and probate avoidance. If you own real estate, have minor children, run a business, or simply want to make li...

What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for answers on debts, creditors, trusts, family, or heirs. After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibil...

Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works. You did the hard part. You built a $15 million estate. Now comes the part most people fumble....

Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and investment planning. In this educational webinar, attorney and author Jim Cunningham joins the financial advisors at Ascent Wealth Management to...

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. Drawi...

Asset Protection Attorney California discusses Asset Protection laws California - from divorce, creditors, lawsuits. 👉 Book a Call at https://cunninghamlegal.com/book-your ... to strategize how to protect your assets in California. Is there a way to keep your name off your assets? Can you protect, even hide them from creditors and predators? From divorce? From lawsuits? From bankruptcy court? Joi...

Unlock the secrets of asset protection & avoid lifting the corporate veil in our must-see webinar led by attorney Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for attorneys well-versed in corporate veil company law, to learn more about the corporate veil, and general estate planning for your business. Join seasoned attorney Jim Cunningham in this enl...

Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and overall expert tax planning. Do you know how to protect inherited wealth from unexpected tax burdens...

IMPORTANT: Prop 19 changed prop 13 tax rights in CA; for SOME GOOD news, watch Estate Planning Attorneys on property taxes 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to discuss CRITICAL actions to consider in the Prop 19 fallout! Prop 19 had some serious downsides, but offers a huge potential upside for savvy homeowners nearing retirement. Beginning April 1, anyone over 5...

Signed your living trust? Good start, but there's more! Learn how to fund your trust with real estate & bank account assets. Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with your living trust, and expert legal advice! Signing your Living Trust is not the end of the estate planning process. Managing your assets correctly in the Trust is import...

Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? 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 addresses the benefits of retiring in Cal...

California Prop 19 estate planning can SAVE your low Prop 13 tax caps on family home or family farm, estate lawyer explains 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Prop 19 strategy & take advantage of tax caps. Learn how to transfer your low Prop 13 taxes on the family home and family farm to your children and keep it all in the family for generation...