Savvy Estate Planning

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. Learn how Medi-Cal can support your healthcare needs and understand the advantages of having no state death tax. From sunny beaches to bustling cities, California retirement offers a vibrant lifestyle for retirees. Don't leave your golden years to chance—get informed on all the reasons why retiring in California is the perfect place to enjoy a your hard earned relaxation. Watch now and plan your dream retirement in California! 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation= CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 State levels. Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. But all too often, they blow the process and end up overpaying on taxes. In this vital webinar, we’ll cover proven strategies to delay and even eliminate capital gains tax—including 1031 exchanges, 1031 alternatives, current realities of Prop 13 preservation, minimizing state income taxes, and much more. Learn the common pitfalls and frequent mistakes that are easily avoided with proper planning before you sell! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about advanced tax planning with CunninghamLegal, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-cut-your-tax-bill-selling-real-property/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 required—and when you do that planning, you may just decide that the Golden State isn’t such a bad option, after all. There are all kinds of tax benefits for retirees here: property taxes are controlled and predictable, and did you know that those who already own property here can now easily transfer their Prop 13 caps to a new home? Worried about California’s high state income tax? A host of tax mitigation strategies are available, if you know where to look. Among the many topics we cover in this legal webinar are: Retirement in California Taxes in California—most people assume they’re higher—that’s not always true! Why you should think of retirement in segments Factors to consider in retirement including State and Local Income Taxes, Capital Gains Taxes, and County and Local Property Taxes The case for retiring in California: Income Taxes are low for many retirees Elimination of Capital Gains Tax on the death of one spouse California does not impose tax on Social Security Benefits Stable (and often low) Property Taxes We’ll talk about key takeaways including why you need to assemble a legal “A-Team” (attorney, CPA, financial advisor) to help you make good decisions. We’ll also discuss why those with estates of $10M+/income of $1M+ need to consider a Family Office in addition to an “A-Team!” Whether you’re a longtime Californian or an out-of-stater looking for better weather, this webinar is a must! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/why-retiring-in-california-may-actually-be-a-smart-idea/ For more on the topic of retirement in California, click here: https://www.cunninghamlegal.com/retirement-planning-mistakes-to-avoid/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 Prop 13 tax caps on California real estate? Join Attorney Jim Cunningham, bestselling author of “Savvy Estate Planning,” as he walks you through three in-depth case studies. You will gain valuable insight into the sophisticated, “advanced planning techniques” that have been too long hidden from view by the top lawyers in the field! Don’t miss this legal webinar. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about advanced tax planning for high net worth families, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-wealthy-people-structure-estates-to-reduce-taxes/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 Proposition 13 cap on your property after February 16, 2021. Do your Prop 13 preservation and Proposition 19 protection now! In this legal webinar, the best estate planning attorneys for the job, CunninghamLegal CEO Jim Cunningham and expert California estate planning attorney Conner Clemons discuss urgent issues surrounding Prop 19. The passage of Proposition 19 on the November ballot radically alters the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this URGENT LEGAL WEBINAR, our experts examine the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action before the law takes effect on February 16, 2021! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/ca-prop-19-urgent-property-owner-actions-save-your-prop-13/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 capital gain tax in stock market. Reduce the bite of capital gain tax! This webinar demystifies key strategies for deferring and avoiding capital gains taxes, whether you're dealing with income from capital gain, a property sale, or other assets. Learn about legal methods such as tax-loss harvesting and 1031 exchanges to potentially reduce or even eliminate your capital gain income tax from attorney and author, Jim Cunningham. 👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 Private Foundations give you complete control but require more work and responsibility. Each option has different costs, tax benefits, and levels of administrative work. Expert attorney Jim Cunningham and professionals from Ascent Wealth Management will help you understand how to balance tax savings with easy management to reach your charitable goals. Don't miss this chance to improve your giving strategy!👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 people’s wealth is 100% exposed to creditors. The Golden State offers unique legal strategies to safeguard your wealth, and new laws are reaffirming and upgrading historic protections—but you have to make proactive moves in just the right way. In this asset protection tips video, we discuss California Private Retirement Plans (PRPs) – the safest, strongest, and most cost-effective legal “safe-deposit box” where Californians can exempt their assets and earnings from lawsuits (and taxes). We also take a deep dive into the expanded California Homestead Exemption and legal nuances of a ‘personal residence.’ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/asset-protection-in-ca-new-era-in-prps-homestead-exemption/ For more information about Asset Protection in California, click here: https://www.cunninghamlegal.com/california-legal-services/asset-protection/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 incorporating into your business, tax, or estate plan? Do you own a business or many real estate properties? Have you had a comprehensive analysis done or created a plan that involves your CPA, Estate Planning attorney and a Certified Financial Planner that is looking at things collectively? You may need additional entities or LLCs, you may need tax mitigation techniques or a cash flow study done on investment properties. Discuss the why, when and importance of developing a Financial Plan. Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial planning. 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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, benefit your favorite charity, and work for your heirs as well. Charitable trusts DON’T PAY TAXES the same way as others. Straight talk about the pros and cons of charitable trusts, annuities, charitable tax approaches, and IMPORTANT changes to the law in 2020.SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they right for? What are some common pitfalls to avoid? This webinar will help answer these questions and more! 👉 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 living trust lawyer.SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 sustainable source of wealth, understanding passive income is key. While real estate can be a valuable passive income generator, it’s just one of many. During this webinar we discuss various sources of passive income and income-oriented investments, and why it’s important to diversify your income streams. You’ll learn the pros and cons of each approach, how to scale your passive income streams over time and how to evaluate the role passive income plays in your overall financial plan. Join Jim and Certified Financial Planner Christina Lindsey Orta to explore tools and strategies to build a life of financial freedom through passive income generation. 👉 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. WATCH this video on the website https://www.cunninghamlegal.com/passive-income-streams-thinking-beyond-real-estate/ LEARN MORE about Business Law https://www.cunninghamlegal.com/california-legal-services/business-law/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 significantly altered California’s Prop 13 tax caps with wide-ranging implications. With few exceptions, Prop 19 effectively eliminated the ability of a parent to leave a low property tax assessment to a child. At the same time, it created remarkable opportunities to transfer a low tax base to a new property for people over 55. In this webinar, attorney and author Jim Cunningham tackles Prop 19’s challenges head on. What strategies should you pursue to hold on to your Prop 13 caps? What should YOU know about property taxes in California? 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 industry, production expectations, political climate with energy and domestic dominance and independence. Some of these potential tax benefits have existed in the tax code for nearly a century and they could be a benefit to you. We’ll take a closer look at oil and gas investment opportunities. This webinar will be hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management. 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 landscape. In this riveting legal webinar, we unveil often under-explored Prop 19 loopholes: the co-tenancy exclusion, the benefits of LLC real estate investing, and the Family Farm Reassessment Exclusion. These powerful strategies may help you keep your low Prop 13 tax assessment while navigating the complexities of this new law. Whether you're a resourceful homeowner, an astute investor, or a strategic advisor, this webinar may help you outsmart the challenges of CA Prop 19. Harness the advantages it offers and turn them to your benefit. Don't let the subtleties of Prop 19 catch you off guard.. Seize this golden opportunity to strategize like a pro, get the hidden truths of California Prop 19 explained, and stay ahead in the game!SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 enormous 40% if you have over $12.92M in total assets as an individual. $12.92M may sound like a lot, but remember that ALL your property is included in the calculation, and the thresholds are always subject to change in the political winds. In this legal webinar, we’ll take a detailed look at estate taxes and the five top strategies to avoid them when you pass on your estate. No high net worth family should miss this legal webinar! 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 full reassessment when a change of ownership occurs either by death, gift, or sale. In this webinar, we deep dive into strategies to protect your real estate investments and maintain tax benefits under the current legal framework. Led by Jim Cunningham at CunninghamLegal, a renowned expert in California property taxes, this session is your chance to learn how to effectively navigate these changes. Contents of this Video: 00:00 Introduction to Prop 13 California: How it Benefits Us Today 5:37 Brief History of Proposition 13 7:48 What Did Prop 13 Do? 27:39 The Prop 13 and Income Tax Trade-Off 33:59 Conclusion 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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 secrets for keeping their income streams out of the hands of the IRS. With the upcoming huge tax law changes, you need this kind of advice more than ever. In this legal webinar, we explore some advanced tax strategies you can employ to lower your income taxes this year and beyond. The main thing is that you plan ahead and don’t wait until tax time to take action! Among the topics we cover are: The “Tax Benefit” concept and the five tax benefits including a tax credit, tax deduction, tax deferral, paying someone else’s taxes, avoiding tax penalties Strategies for W2 workers and Retirees Strategies for business owners Listed transactions 401Ks ROTH conversions Oil and gas Charitable remainder trusts (CRT) Charitable remainder unitrusts (CRUT) Retirement charitable lead annuity trust (RLCAT) Gifting RMDs to charity Gifts of stock vs. gifts of cash Annuities Strategies for real property owners and 1031 exchanges Qualified Business Income (QBI) S Corp Cash Balance Pension Plans (CBPP) Commercial solar It’s crucial to put together an “A-Team” of a financial advisor, CPA, tax attorney, and a California Estate Planning Attorney so you can take advantage of the same tax planning strategies as the very rich! This legal webinar will give you the basics so you can do just that! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/advanced-strategies-to-lower-your-income-tax/ To learn more about tax planning, click here: https://www.cunninghamlegal.com/california-legal-services/advanced-tax-planning/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2021 CunninghamLegal 8.3.23

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 whole bunch of other legal matters. The taxes on the property can end up very high if you don’t get the help of a certified specialist lawyer in Estate Planning. Anytime there’s a change in ownership, your property could be reassessed, at a higher tax cap value. Whether you think your situation is complex or simple, or if your sibling is entitled through the last will or a living trust our estate planning attorneys can explain Prop 19 in California in a minute, give you the basics, and help you with the pros and cons of the buy-out process. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/how-to-buy-out-sibling-preserve-prop-13-if-parents-pass-prop-19/ For more information about preserving Prop 13, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2020 CunninghamLegal

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 your children. Read https://www.cunninghamlegal.com/prop19plan and see the webinar at https://www.cunninghamlegal.com/legal_webinars/what-can-i-do-if-i-missed-the-prop-19-deadline/ for more details! ----------------------------------------- CunninghamLegal Attorney Jim Cunningham breaks down the IMPORTANT differences and changes in law for California Proposition 19, Proposition 58, and Proposition 13. Prop 19 mostly ELIMINATES the ability to pass on your Prop 13 tax caps to your children or grandchildren! In this webinar, Jim Cunningham of CunninghamLegal gives details on the legal strategies now being implemented by estate planning attorneys and tax experts that can potentially save your Prop 13 cap inheritance for your children--if you ACT FAST before the Feb. 16 deadline! Take note that due to weekend, holidays etc., the “real deadline” to take action is more like Feb 11th, 2021! You can read our detailed blog on this strategy at: https://www.cunninghamlegal.com/legal-strategy-for-ca-prop-19-trust-transfer/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/ca-prop-19-legal-strategies-preserve-ca-prop-13-estate-planning/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! © 2020 CunninghamLegal