Savvy Estate Planning

Estate Planning Attorney explains Trust Protectors vs trust advisor, the trust protector functions, monitor trustees, grantor 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to get estate planning lawyer's help setting up trust protector. Trust Protectors can play a vital but often misunderstood role in estate planning. Our attorneys often build Trust Protectors into cutting-e...

Ever thought about the tax benefits for investing in oil and gas wells? There's a ton of tax benefits from energy investing in the United States that benefit self employed and W2 high income earners. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for investment tips, investment help, and financial management. Let's discuss the latest developments in the oil and gas indust...

Unlock the mystery of CA Prop 19! Get California Prop 19 explained by an expert attorney. See the real impact on you and heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, california prop 19 explained, and prop 19 inheritance. Join us for an eye-opening webinar: Prop 19 California… What is it? Passed in 2020 to little attention, Prop 19 significant...

Looking for passive income ideas? Whether you're looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for passive income investing, estate planning, and more. Whether you're looking to supplement your current income, retire early, or create a s...

California landlords: AVOID lawsuits and minimize taxes. Understanding 1031 exchanges and Tenants’ Protection Act is crucial. 👉 Book a Call at https://cunninghamlegal.com/book-your ... to protect yourself from difficult tenants and avoid unnecessary taxes. Do you own residential rental property in California? If you don’t pay attention to the many tenants’ rights that are part of California law y...

Business owners can avoid high taxes with special estate planning strategies from leading living trust attorney team in CA 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert advice on how to avoid estate taxes, creating a dynasty trust, and business succession planning. Do you own all or part of a business? Business owners have unique tax and estate planning needs–...

In California, when someone dies who is responsible for their estate? What do you do with real estate after someone dies? Most of the time, it depends on how Title is held. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, real estate sales, and trust administration. Do you know what NOT to do when someone dies? Learn how to efficiently manage real estat...

What is the cost of probate in California? The answer might shock you: probate costs 4-8% of estate value... and it can drag on for 16-24 months, or even YEARS if there are complications. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California probate, and talk to a living trust lawyer. What is the cost of probate in California...

Have you wondered, do I need a will or a trust? If you only have a Will, you're going to Probate! We're going to cover dying intestate! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, trust administration, or help with Probate. There's no sugar-coating it: dying without a will, also known as “dying intestate,” can create a world of uncertainty for your...

Should you use a trustee that isn't a family member? There are major income tax and asset protection benefits from having an independent trustee! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with estate planning, independent trustees, and tax planning! Do you have a high net worth and want a reliable trustee with accountability and financial oversight? Join Cun...

Your trust administration checklist needs to account for the roles of people named in a trust: trustees and beneficiaries 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California trust administration with a top trust administration attorney California. What is the proper role of a trustee? What are the rules trustees must follow? What are the risks? What role do bene...

Funding a Living Trust is essential- Trusts are not (in general) immediately funded when they are created! That means you need to need to put property into a trust! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for funding a living trust, putting property into a trust, or esatte planning. If a trust is unfunded, your heirs will be going to Probate Court and your assets c...

Wealth transfer using Dynasty Trusts can preserve family wealth across generations! Dynasty Trusts are essentially irrevocable trust asset protection! Do you plan on leaving an inheritance and need to explore heritage wealth planning? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, wealth creation tips, and tax strategies from our talented team. Here’s...

Living trust cost is going up, and updating a living trust in California can be expensive, especially with inflation! Learn the value: 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. You may have sticker shock about the soaring prices of gas, food, hotels, and just about ev...

Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for trust administration, living trusts, and estate planning. Join us for an essential webinar with Attorney Jim Cunningham to untangle the intricacies of a trust administration checklist, one designed precisely for Califo...

After death, your Estate Plan kicks in & Trust Administration: top estate planning lawyer explains basics of managing a trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to craft an estate plan with an expert California estate planning lawyer team. When you are gone, will your kids have any idea how to administer the Living Trust (or other Trusts, or IRAs) you so c...

A VITAL part of estate planning: how to administer a trust after the death of loved one! Trust Administration experts explain. 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts and Estate Planning. Would you know what to do if your loved one died? Dealing with the death of a loved one is never easy, but you want to know exactly what you’re supposed t...

Secrets of real estate investing in California: Using LLC for real estate investments, expert estate planning laywer tips 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for the best california tax planning advice, and using an LLC to buy real estate. If you want to build a real estate empire, large or small, you really need a Limited Liability Company (LLC) to do it right...

LLC vs Corporation: LLC vs S Corp, LLC vs C Corp California: What is the difference for businesses or real estate investments? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for expert financial planning advice and estate planning attorneys with business savvy. What’s the best structure for your business or real estate investments—a Limited Liability Company (LLC) or Corp...

LLC Explained: If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, real estate investing tips, and LLC formation. Beyond the liability, succession, and tax issues, did you know that without an LLC you are limited to just four mortgage...

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 of CunninghamLegal and Alissa Kroeger of Ascent Wealth Management address the benefits of retiring in California, along with the drawbacks—offering...

How to make a Living Trust in California; top-rated Estate Planning Attorney explains Living Trusts, avoiding probate, taxes 👉 Book a Call at https://cunninghamlegal.com/book-your ... to discuss your living trust with California Estate Planning Attorney Estate planning involves looking at four different time periods: Now, Incapacity, Death, and Post-Death. It’s important that you plan for all fou...

Discover Prop 19's hidden loopholes: co-tenancy exclusion, LLC benefits, and Family Farm Reassessment with Jim Cunningham! Unlock tax advantages now! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for Proposition 19 planning, expert legal advice, and estate planning strategies. Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax...

What does a Living trust cost? In 2024, updating a living trust in California can be expensive! Learn the value: 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. So how much will a Living Trust cost? What is the difference between a Living Trust and a Will? Probate. What is...

TOP TEN Estate Planning mistakes (and how to avoid them!) explained in this discussion by expert Estate Planning Attorney 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, trusts, retirement accoun...