Savvy Estate Planning

Did you know that the trustees who serve after you in your Living Trust can be paid with trust money? Trustees are often entitled to compensation! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration, help with a living trust, or estate planning. Trustees are often entitled to a "reasonable amount" of compensation— but, how much IS that? Trustees can be...

Unlock the secrets to a solid estate plan. Learn what to avoid putting in your Living Trust for a secure, hassle-free future! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, help with a living trust, or expert estate planning attorney advice. Discover why life insurance policies and retirement accounts typically don't belong in a Living Trust. While th...

Learn ways to give money as a gift, gifting money to family and gifting property before death, or transferring assets before death. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, to learn how to gift money, and transferring assets before death. Explore the intricacies of gifting money to family and effective estate planning! Dive into topics such as n...

You can help your kid buy a home with financial strategies and asset protection tips from California estate planning lawyer Jim 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn the latest tax avoidance methods, tried-and-true asset protection vehicles, and estate planning to protect your legacy. Wondering how to help your adult children buy their first home? Worrie...

Living trusts explained: the essentials of estate planning! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts services that include both revocable living trusts and irrevocable living trusts. Living trusts can provide robust asset protection, shielding your wealth from probate and creditors. What are the benefits of a Living trust for house...

IMPORTANT: Prop 19 changes property tax rights in California Feb 16, 2021: How to save your Prop 13, Estate Planning Attorneys. Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and will explain how to save potentially hundreds of thousands, depending on the size of your estate! Protect your trust and heirs who will no longer inherit the Propositi...

Secret methods using Living Trusts the wealthy use to reduce taxes revealed by expert estate planning attorney in California 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and wealth management tips. How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Pr...

Worried about capital gains tax liability? Do you have income from capital gain? What can you do about capital gain income tax? 👉 Book a Call at https://www.cunninghamlegal.com/book- ... for help with income from capital gain, estate planning, or tax planning. This video is a must-watch for anyone dealing with capital gain tax on property sale, capital gain income tax, ca inter capital gain, and...

How to deal with PROBATE process with tips and strategies for probate court before a hearing with judge and estate lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for probate lawyer to legally move assets to the right heirs. In this free legal webinar, Cunningham Legal CEO James L Cunningham Jr. is joined by the Hon. Glen M. Reiser to discuss navigating probate from a j...

When your spouse dies, your taxes will be higher and you’ll have one less Social Security check. Learn how to prepare NOW! 👉 Book a Call at https://cunninghamlegal.com/book-your… to prevent financial hardship or disaster while you still can! Do NOT wait! It’s a tough subject, but one that must be faced. As a couple, you’ve done everything you can to be financially secure upon retirement. But have...

Do your adult children know how to administer your Living Trust in California? California Estate Planning Attorneys explain how. 👉 Book a Call at https://cunninghamlegal.com/book-your ... to go through a vital, urgent California Trust Administration Checklist. Are your adult children aware of the long list of critical responsibilities, liabilities, and immediate actions that have to occur when yo...

If you have a high net worth, you and your family MUST consider these advanced Estate Planning strategies to lower your taxes! 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to discuss the CRITICAL tax planning actions to consider! Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of...

CRITICAL STRATEGIES and how to do asset protection in California with asset protection specialist and estate planning lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to protect assets with Private Retirement Plans! Superstar asset protection guru Ray Olmo of TRUST-CFO® joins Jim Cunningham for a must-see webinar for anyone with significant assets in California. Most peo...

Are you sure you're giving to charity in the best way? Watch this webinar to learn about the differences between Donor-Advised Funds (DAFs) and Private Foundations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and charitable giving. Discover how Donor Advised Funds let you give to charities with less hassle and more privacy, while Priv...

The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half from its present level. Are you and your estate plan prepared? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and irrevocable trusts. In this informative webinar, Jim and Certified Financial Planners C...

LOWER your taxes w/charitable tax deductions in California Estate Planning: Attorney explains Charitable Trusts, tax advantages 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Charitable Trust, defer taxes using 1031 exchange. Save LOTS of tax money through savvy charitable giving, including charitable trusts. These strategies can pay you a lifetime income, bene...

Explore financial planning! Join our webinar with experts to understand the role of a Financial Advisor. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a financial plan, a comprehensive financial plan, and to understand the steps in a financial plan. What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporat...

Discover Trust Administration Attorney roles! Learn Trustee duties, trust administration attorney duties, & find expert trust administration help in California. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, and trust administration lawyers. Confused about what exactly a trust administration attorney does? Join us for an enli...

How do you probate real estate? When is probate needed in California? How do you SELL a probated property?... 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, probate, and trust administration. When is probate needed for real estate properties in California? How does probate work in California for real estate? How do you sell a probated property? This v...

What if my spouse remarries? Will my money still go to my kids? Learn about: What is prenup, remarriage restrictions, and different types of trusts. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert advice on how to protect your assets from future spouses- even after you're gone! Is it possible your spouse will remarry after you die? If so, is there a way to prote...

What is a trust fund and how does it work? What are the benefits of a trust fund? Watch this video to find out! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for savvy estate planning, how to set up a trust fund, and more! People who suddenly come into big money often blow it, big time. When you pass away and your loved ones suddenly inherit a LOT of assets (money, real...

In this webinar, you’ll learn all about an AB Trust (also known as A-B Trust, A/B Trust, or Bypass Trust). This estate planning tool can be used for irrevocable trust asset protection. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trust setup, and heritage wealth planning. Lawyers used to use “AB Trusts” as a common Estate Planning strategy—in...

California estate planning attorney explains why you SHOULD HAVE these 6 Legal Estate Planning Docs by Age 55. 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts and Estate Planning. Did you know that when the musician Prince died in 2016 at age 57 he had no will? And guess what: his estate still isn’t settled! That’s what happens when you don’t have...

Many of us haven't looked at our Living Trust in a long time, and life has a funny way of shifting your estate plan. This virtual workshop will open your eyes to hidden traps and problems that could be lurking within. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert advice on your revocable living trust and other estate planning documents. If you haven't reviewed...

California Estate Planning Attorney explains legal responsibilities & serious liabilities of acting as the Trustee of a Trust. 👉 Book a Call at https://cunninghamlegal.com/book-your ... to make sure you avoid lawsuits or even jail as a Trustee. If you are named as the Trustee of a loved one’s estate, you may at first think it an honor. Pretty soon, however, you may think it a burden. And even...