Savvy Estate Planning

When does a small business need a lawyer? What if a poorly drafted contract jeopardizes your business's future? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a business lawyer, estate planning lawyer, or business succession plan. What happens if your business doesn’t follow all the rules and falls out of compliance, gets suspended, making it unable to lawfully operat...

What exactly is a revocable trust, and how does it really work? In this video, Attorney Jim Cunningham explains the ins and outs of living trusts, special needs trusts, and pet trusts — yes, even your cat can be part of your estate plan. You’ll learn: ✅ The basic structure and purpose of a revocable living trust ✅ How special needs trusts can help manage care and support ✅ The role of pet trust...

What is probate? What does probate mean? What is probate court? Discover the essentials of probate court and how the probate of a will works. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for probate, trust administration, and help with probate court filings. Expert attorney Jim Cunningham will guide you through the intricacies of probate court, explaining how the probat...

Discover how to strategically use sophisticated living trusts to protect assets of loved ones and save on taxes in this webinar. We explore high-net worth tax planning techniques! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, advanced estate planning, and irrevocable trusts. Join our experienced estate planning lawyers, Jim Cunningham! We cover use of t...

The “Big Beautiful Bill” is now law—and it’s anything but simple. We’ll cover the pros and cons of the Big Beautiful Bill, what’s expiring, and what could help you! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and retirement planning. The One Big Beautiful Bill Act rewrites major parts of our tax code, and whether you're a business own...

How can you bulletproof your assets from taxes, lawsuits, and creditor threats? Irrevocable Trusts may be your secret weapon! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for irrevocable trusts, living trusts, and advanced estate planning. Unlike revocable trusts, these powerhouse legal tools take assets out of your name—making them harder for the IRS, ex-spouses, or cr...

Curious about how a consultation can transform your legal strategy? At CunninghamLegal, our initial consultations go far beyond a meet-and-greet. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, or business planning. From Estate Planning and Trust Administration to Business Law and Real Estate, we assess your individual situation a...

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...

Join us to explore the common pitfalls in retirement planning in California! Learn to navigate the complexities of budgeting, including the impact of inflation on healthcare, travel, and technology. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement planning, help with retiring in California, and Financial Planning. Did you know that there’s a 63% chance a wife...

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...

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 l...

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...

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 Trus...

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...

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? Conf...

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?...

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 tremend...

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 you...

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...

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. Lear...

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...

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...

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 S...

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. Lea...

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 requ...