Savvy Estate Planning

Tired of watching nearly half your income disappear to taxes? The U.S. Energy sector—especially oil & gas investments—can deliver powerful tax relief for those paying too much. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and investment planning This exclusive webinar with CunninghamLegal and Ascent Wealth Management reveals smart,...

Imagine doubling your impact while cutting your tax bill! Join us to learn Charitable Strategies. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for charitable planning, tax planning, and estate planning! Discover how to maximize your giving using donor-advised funds, charitable trusts, and appreciated assets. Learn to strategically align your charitable contributions wit...

Are you—or your parents—counting on Medi-Cal for long-term care? With Medi-Cal rules constantly evolving, it’s important to get personalized guidance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and retirement planning. Big changes are coming January 1, 2026: Medi-Cal will once again limit assets to $130,000 per person. If you wait un...

Still thinking about a will vs a trust, and somehow it’s January again? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and prop 19 planning. Reset season has arrived, and it’s calling out all those “I’ll get to it later” plans. In this webinar, attorney Jim Cunningham shows how estate planning, trust administration, and business planning...

Have a $1M estate? Avoid probate, taxes, and family fights with smart estate planning before it’s too late (Estate Planning 101). 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and business planning. A million dollars is a wonderful milestone, but without the right estate plan, you risk probate, taxes, or even your child’s future divorce...

Choosing between retiring abroad or retiring in California isn’t just about scenery! It's about how your money, healthcare, and legal protections will actually work for you. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, retirement planning, and financial planning. Attorney Jim Cunningham offers a balanced comparison of both options, breaking down the...

If you’ve ever wondered how long probate really takes or why the process seems designed to test your patience, you’re not imagining it. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with a California Probate, estate planning, or trust administration. Probate moves slowly… and somehow still manages to feel even slower. In this webinar, attorney Dylan Recht breaks...

ADUs and Prop 19 were supposed to help California homeowners… yet they’ve created some of the trickiest estate planning problems we see today. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with prop 19, and tax planning. In this webinar, attorney Jim Cunningham breaks down why the mix of ADUs and Prop 19 can turn a clean estate plan into a compl...

No Will or Trust? Like it or not, the state of California has a plan for you that the laws of intestacy control! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, or help with your living trust. Unpack the mysteries of California intestacy laws in this video on intestate succession in California. Are you prepared for what happens if...

Discover the pitfalls of neglecting real estate planning! We delve into the consequences of failing to plan, including disputes among heirs, potential legal battles, and the risk of losing valuable assets. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for real estate planning, estate planning, and help with a Living Trust. Learn how the absence of proper planning can lea...

(Please note that the accompanying video may quote different numbers based on additional taxes and differing calculations.) Did you know that In 2026 the total tax on IRAs can be 99.1%?! That's from Federal Income Tax (37%)​, Net Investment ​Income Tax (3.8%)​, California Income Tax (13.3%), and the Federal Estate Tax (45%)! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/...

Proposition 19 has significantly impacted estate planning in California. This video will break down the key changes brought by CA Prop 19 (Prop 13 Tax caps) and explain how it might affect your existing estate plan! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with CA Prop 19, property tax planning, and estate planning! Facing a property tax reassessment can be...

Ready to protect your family's future in a second marriage? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with a blended family, and advanced planning. Learn from Jim Cunningham and explore estate planning for blended families in California. Learn how to merge assets from past relationships with new ones, balance the needs of partners, and prote...

Are you prepared for the economic shifts of 2026? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, or financial planning. Join our exclusive webinar for a deep dive into the year's financial outlook. Market strategist Philip Blancato will guide you through the evolving global economy, breaking down its impact from Wall Street to Main Stree...

We explore real-life examples of how Prop 19 impacts estates and taxes. See firsthand how transferring your property tax base under CA Prop 19 can lead to massive savings, while understanding the potential risks of increased taxes upon ownership changes. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with Prop 19, California property taxes, or estate planning. We...

What is what is power of attorney? Wondering about power of attorney for property? What ARE the types of power of attorney? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, power of attorney, and a living trust. we break down the various powers of attorney and how they work and what they really mean. We’ll clarify the differences between durable power o...

Understanding the differences between revocable and irrevocable trusts is crucial for effective estate planning. We explain what an irrevocable trust is and explore the key differences between revocable and irrevocable trusts. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, advanced tax planning, and irrevocable trusts! Learn how a revocable trust allo...

Experts answer questions and give insider tips on financial freedom! Are you ready to achieve the retirement you deserve? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, financial advice, and retirement planning! This event was hosted by attorney and author Jim Cunningham and insightful financial advisors from Ascent Wealth Management, offering you ins...

Learn about the latest updates in retirement planning in California to help you save more efficiently. Understand the smart use of Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) to reduce your tax load. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, financial planning, and financial advisors. Discover how changes i...

How do attorneys charge? Discover how attorneys structure their fees through flat fee arrangements, traditional hourly billing, and hybrid models combining retainers with hourly rates for additional work. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, business planning, and trust administration. This session is tailored for understanding "how to attor...

Are you aware of how California Prop 19 could reshape your property taxes? Prop 19 CA can trigger a reassessment when you pass away! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Prop 19 planning, estate planning, and tax planning. We often don’t talk enough about the valuable benefit CA Prop 19 offers: the ability for some homeowners to transfer their pro...

Thinking about charitable trusts? What about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and advice on setting up a charitable trust. Join leading attorney and author Jim Cunningham as he unravels these complex instruments. Under...

Is a revocable living trust right for you? Uncover the surprising benefits and common misconceptions surrounding this often overlooked estate planning strategy. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning and help with a living trust! The benefits of a revocable living trust are explored, providing valuable insights for individuals seeking to protec...

A limited liability company (LLC) can protect owners by separating personal wealth from business liabilities while offering tax flexibility, operational simplicity, and ownership versatility. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for asset protection, estate planning, and business planning. Ideally suited for small to medium-sized businesses, real estate investor...

Unlock the secrets to business success by avoiding the top ten mistakes that buisiness owners make that can cost you time, money, and peace of mind! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for business planning, entity formation, and contract review! Discover how choosing the right entity, protecting intellectual property, and crafting solid contracts can safeguard...