Prop 13 & Prop 19 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!
RECENT WEBINARS
FROM THE CUNNINGHAMLEGAL ARCHIVE
VIEW ON-DEMAND WEBINARS FROM OUR ESTATE PLANNING LEGAL TEAM
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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- After Death Actions
- Asset Protection
- Covid Planning
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
Passive Income Streams: Thinking beyond real estate
Whether you’re looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key…
Fund It Now! Five Ways to Put Assets in a Living Trust
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..
How Can Successor Trustees Get PAID? Trustee Fees
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…
CONCEPTOS BÁSICOS de la Planificación Patrimonial en Español
Aquí en CunninghamLegal, hablamos mucho sobre estrategias avanzadas de planificación patrimonial, pero ¿qué hay de los CONCEPTOS BÁSICOS?
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
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?
How to Pass on Real Estate Under Prop 19
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 …
Legacy Life Insurance Policies: Is your coverage evolving with your needs?
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…
Can “Income Smoothing” Lower Your Taxes?
“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 and How to PROBATE Real Estate Properties in California
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…
Joint vs Separate Trust for Married Couples: What’s Right for YOU
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…
How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose…
STOCK MARKET: Mid-Year Market Outlook & Insights for 2023
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…
AB Trusts: The Good, The Bad, and The Ugly
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…
Inheritance STRATEGIES for Your Wealthy Children
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!
SECRETS of Oil & Gas Tax-Subsidized Investing
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big …
Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty…
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
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 …
RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution…
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?
Tax Planning, Estate Taxes, Charitable Trusts
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 & Investing
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…
Prop 13 & Prop 19 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 & Investing
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 & Investing
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
Prop 13 & Prop 19 Property Taxes
MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
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
Financial Planning & Investing
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
Incapacity Long Term
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 We all want to up