Savvy Estate Planning

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...

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 se...

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 accum...

California estate planning lawyers talk will and trust disasters, why you need a living trust, how to avoid probate, and more 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss how to make a living trust in California, trust administration California, and the California estate tax. Sometimes, having an outdated estate plan can be worse than having no estate plan at...

An AB Trust (sometimes called A B Trust) is a type of revocable trust. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust creation, or to get information on how to create a trust. A primary purpose of the B Trust is to save on federal estate taxes upon the death of the surviving spouse, i.e., the second spouse to die. The law changed in 2011...

It’s Estate Planning 101: Prepare for future of divorce, protect your child’s inheritance, Estate Planning Attorney explains 👉 Book a Call at https://www.cunninghamlegal.com/book- ... for California Living Trusts, Estate Planning, and Trust Administration. Have you ever thought you might need to protect your child’s inheritance against a future ex-son-in-law or daughter-in-law? Worried that your...

California Estate Planning Attorney discusses Estate Planning basics for aging parents, long-term care insurance, Living Trusts. 👉 Book a Call at https://cunninghamlegal.com/book-your ... for Estate Planning Lawyer assistance on Living Trust, Will, Tax Planning. Are you prepared for the legal and financial issues involved in caring for an aging parent? Do you have an asset management plan? Even t...

Death and Taxes: If you have over $12.92M in total assets, the federal estate tax rate is an enormous 40%! How can you avoid them? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate tax planning, transfer tax real estate help, and assistance with death and taxes legacy. What are Estate Taxes and how can you avoid them? In 2023, the federal estate tax rate is an eno...

Income Taxes explained: lower income taxes w/advanced tax tips and tricks from financial expert advice, tax planning strategies 👉Book a Call at https://cunninghamlegal.com/book-your ... to get the best advanced tax planning and wealth management tips. Surprisingly few financial advisors and CPAs offer significant strategies for reducing your taxes and only the very wealthy seem to know the secret...

How has California Prop 13 impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, Prop 13 Planning, and Prop 19 Planning! Prop 13 is the reason property taxes can only increase at a maximum of 2% a year—but it also allows a...

California Estate Planning Attorney outlines Tax Planning strategies for high net-worth families. 👉Book a Call at https://cunninghamlegal.com/book-your ... to discuss a Family LLC, benefits of a trust in another state, much more. What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work? In this fascinating webinar, especiall...

ANALYSIS: CA Prop 13 caps gone Feb 16, 2021, Prop 19 alters property law in California, Prop 58 interaction, living trust 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ a must-watch for anyone dealing w/Property Tax in California! 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...

Proposition 13 tax caps are vital, and often LOST when a sibling buys out another (This is a danger any time there’s a change of ownership--death, sale, or gift). Watch this informative webinar to learn expert legal tips on how to handle family owned properties without losing Proposition 13 taxes. When you inherit property, Prop 13 is an intersection of trust law and real estate law, as well as a...

SHOULD YOU retire in California? Should you leave? Watch out for HIDDEN TAXES, choose best retirement option! 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your retirement plan, Living Will or Living Trust! Both living costs and taxes are high in California—which can make retiring here a challenge. Maybe you feel tempted to leave the Golden State when you retire. I...

California Estate Planning Attorney reviews Top 10 Estate Planning Mistakes - consider this Estate Planning for Dummies. 👉Book a Call at https://cunninghamlegal.com/book-your ... to make sure you’re not making these top Estate Planning mistakes. The first edition of Jim Cunningham’s book, “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” was a bestseller on Amazo...

Living Trust: How to set up! Should you consider separate Trusts in your Estate Plan, even though you’re married? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with a revocable living trust or to see what estate plan is right for you. Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers simplified a...

California Estate Planning Attorney reviews Top 10 Estate Planning Mistakes - consider this Estate Planning for Dummies. 👉Book a Call at https://cunninghamlegal.com/book-your ... to make sure you’re not making these top Estate Planning mistakes. The first edition of Jim Cunningham’s book, “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” was a bestseller on Amazo...

Living trust attorney Jim Cunningham gives tips on Estate Planning with a long-term view, especially California Estate Planning👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn about living trust cost, California estate tax, and meet with an expert Estate Planning Attorney to secure your family's financial health for generations! No matter what the size of your esta...

Special needs trusts can be a critical financial tool can be a lifeline, securing the future of individuals with special needs. We will help you understand how to establish and maintain a Special Needs Trust, while protecting your loved one's eligibility for government benefits. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, special needs trusts, and...

RISKS of being trustee! Let's talk duties of trustee, trustee responsibilities to beneficiaries, roles of trustees in a trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss trust administration services & your own California Trust Administration checklist. Does a trustee have any personal financial risks? You bet. Trusts are controlled by trustees. But if a...

California living trust basics explained by expert living trust lawyer, avoiding California probate, duties and liabilities of Trustees 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for custom California estate planning and savvy tips from top estate planning attorneys. Do you know how a Living Trust works? What is a Living Trust? Make sure that when you are gone, your k...

What is estate planning? Living Trusts explained, the dangers of probate, & what estate planning documents are essential! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust and talk to a family trust lawyer. Here at CunninghamLegal, we talk a lot about advanced estate planning strategies, but what about the BASICS? How do you know if yo...

Estate Planning tax tips from California estate attorney - selling a family business or passing equity to kids: maximize profit. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To watch this video on our website, click here https://www.cunninghamlegal.com/legal_webinars/selling-a-family-business-dont-...

Multifamily real estate investing: Unlock secrets to real estate strategies outside of CA! Wondering how to start investing in real estate? This video will show you how. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for real estate investing strategies, 1031 exchange strategies, and estate planning or business planning. Still thinking about selling your California rental...

Did you find the best investment? Considering buying investment property under llc? Starting an investment llc? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for savvy estate planning investment strategies in order to minimize your liability, protect your wealth, and save on taxes! Join us to learn about the difference with joint tenancy vs tenants in common and to see i...