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!
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.
Whether you’re looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key…
You have to “fund,” or put assets into your trust as soon as possible—and make sure all the right assets have been moved into the trust. In this webinar, we will explore five different ways to fund your trust..
Trustees are often entitled to a “reasonable amount” of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid based on the time and effort that they put into…
Aquí en CunninghamLegal, hablamos mucho sobre estrategias avanzadas de planificación patrimonial, pero ¿qué hay de los CONCEPTOS BÁSICOS?
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?
California’s Prop 19 changed everything about leaving real estate to the next generation. How can you minimize property taxes when you leave your family …
Is that life insurance policy that you bought decades ago still serving a good purpose? As life circumstances change and the array of offerings in the life insurance industry evolves…
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey for real estate…
Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers certain advantages, but separate trusts can offer greater flexibility…
There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose…
Join us for an insightful and exclusive conversation with Horizon Investments as we sort through the shifting landscape of the global economy, market fundamentals, and the outlook from Wall Street to Main Street…
Lawyers used to use “AB Trusts” as a common Estate Planning strategy—indeed, you may have one without even knowing it. But times and laws have changed…
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big …
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty…
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its …
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution…
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.
Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?
Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
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…
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.
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
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
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
Proposition 19 in California largely repealed Proposition 58, almost eliminating your right to transfer your low Proposition 13 tax protections to your children—and yes, this
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
Estate Planning strategies from lawyer, insurance and tax experts, to help save taxes and strategize for future 2021, 2022, 2025 We all want to up