Financial Planning Property Taxes
Mid-Year 2021 TAX PLANNING: What to Do Right Now!
Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
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Access our rich and ever-growing library of archived webinars by expert CunninghamLegal estate attorneys. See below for available topics, or CLICK HERE to see all our YouTube playlists. We cover not just the basics, but complex issues like blended families, taxation, special-needs heirs, and asset protection. Just like our in-person estate planning workshops, you get the chance to connect with estate planning attorneys to ask questions.
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Mid-Year 2021 TAX PLANNING: What to Do Right Now!
Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
Top 10 MISTAKES Handling Aging Parents’ Affairs–Estate Planning
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?
Advanced Strategies to Lower YOUR Income Tax
Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
Avoiding HIDDEN & Tricky Charges from Financial Advisors
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
PROTECT Child’s INHERITANCE from Future Ex-Spouse
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 hard-earned wealth will go…
NEW CA Prop 19 Strategies SAVE Prop 13 Caps for Home & Farm
Learn how to transfer your low Prop 13 taxes on the family home to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation.
What Is a TRUST PROTECTOR and Do I Need One?
Trust Protectors can play a vital, but often misunderstood role in estate planning. Our attorneys often build Trust Protectors into cutting-edge trusts to provide much-needed …
Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!
Offering a 401(k) plan benefits employees and helps employers retain top talent, but costs–and serious risks–can add up fast! There’s a lot to consider: as …
2020 Election Impact: ACTION NOW on Estate Planning Taxes!
What do I NEED TO DO for financials & taxes post-election? What is most important Estate Planning in CA? Attorney, CPA explain.
CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS
How to protect your retirement account, take advantage of opportunities, especially in the CARES act, Estate Planning Attorneys explain.
WHO Should Make the Decisions? Jim Cunningham On COVID-19
In the time of the COVID-19 pandemic, it’s time to review the documents that determine who gets what when you die. Estate Planning Lawyer explains.
You MUST UPDATE a Living Trust or Last Will – How-to Guide!
How & when to amend my last will and living trust: Learn how families can avoid probate and unnecessary estate taxes.
How CunninghamLegal is managing during the COVID-19 situation: a message from Jim Cunningham
In need of estate planning, trust administration, or probate in California? Attorney Jim Cunningham shares how CunninghamLegal is managing during the current COVID-19 situation.
Estate Planning & The CARES Act for Covid Relief
Attorney Conner Clemons and CunninghamLegal founder Jim Cunningham discuss estate planning and The CARES Act.
Estate Planning & COVID-19: What You NEED To Know
In the time of the COVID-19 pandemic, are your loved ones protected? Are you? What if something goes wrong? Estate Planning Attorney explains.
The CARES Act: Where Do We Stand in August 2020?
The CARES act creates many opportunities and pitfalls! Learn from Estate Planning Attorney and financial expert.
Hot Tax Topics and Estate Planning in 2020: Take Action NOW
Taxes in 2020: California estate planning, Roth conversions, property tax increase, avoid taxes ASAP.
Creating a Living Trust REMOTELY – WFH Estate Planning
DON’T PUT OFF creating a living trust because of COVID! California estate planning while WFH is quick & easy.
WANT TO ATTEND ANY OF THE UPCOMING WEBINARS?
Ready for more in-depth information about Estate Planning? Take a look at our extensive educational material or consider ordering the popular book “Savvy Estate Planning” by our founder, Jim Cunningham.
Or better yet, contact us for a free initial consultation with a lawyer on your own custom estate plan.
Incapacity Long Term
Top 10 MISTAKES Handling Aging Parents’ Affairs–Estate Planning
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?
Financial Planning Property Taxes
Advanced Strategies to Lower YOUR Income Tax
Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
Financial Planning Property Taxes
Avoiding HIDDEN & Tricky Charges from Financial Advisors
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
Spouses Divorce Blended Families
PROTECT Child’s INHERITANCE from Future Ex-Spouse
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 hard-earned wealth will go…
Financial Planning Property Taxes
NEW CA Prop 19 Strategies SAVE Prop 13 Caps for Home & Farm
Learn how to transfer your low Prop 13 taxes on the family home to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation.
Retirement Accounts
Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!
Offering a 401(k) plan benefits employees and helps employers retain top talent, but costs–and serious risks–can add up fast! There’s a lot to consider: as
Financial Planning Property Taxes
Business Succession Planning: ESSENTIAL Estate Planning Tips
Do you want to PASS a business to a family member, SELL a business to a 3rd party, GIVE it to an employee, or extract
Financial Planning Property Taxes
RETHINK Financial Planning 2021: Expected Tax Law Change TIP
Everyone expects the new Administration to bring plenty of economic change, and quickly, to America. What do we know so far? How will these shifts
Financial Planning Property Taxes
MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
If you missed the Feb. 15/16 deadline to transfer assets or make other changes before the law went into effect, you can still take steps
Financial Planning Property Taxes
PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!
CPA Chris Mann joins Estate Planning Attorney Jim Cunningham for an expert early look at, as well as frank advice about, your tax situation in
Financial Planning Property Taxes
Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
Estate Planning strategies from lawyer, insurance and tax experts, to help save taxes and strategize for future 2021, 2022, 2025.