Savvy Estate Planning

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...

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...

Prop 19 california explained: How can you minimize property taxes (or the inheritance tax) when you leave your family home or vacation home to your kids? Watch to find out! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a consult on property tax, inheritance tax, or other estate planning needs! Our California Living Trust and Estate Planning attorneys are experts in P...

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?...

California estate planning lawyer explains top strategies: protect family harmony & estate planning documents like living trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to talk with specialist California trust attorneys, create a family trust, and protect your legacy. Will your family gather for holidays after you’re gone, or will they argue over the Estate Plan...

Millennial Money: California Estate Planning Attorney explains why millennials need savvy Estate Planning now more than ever! 👉 Book a Call at https://cunninghamlegal.com/book-your ... to create a California Living Trust, discuss tax planning, millennial issues. Millennials need expert, savvy Estate Planning, and they need it now. For starters, Millennials are the generation least likely to be ma...

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...

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...

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...

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...

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 b...

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 ex...

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...