
ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
Significant new laws will impact your estate plan in 2021—including major changes to Prop 13 property tax protections because of passage of California Proposition 19.
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.
If you would like to invest your IRA funds in alternative assets, including real estate, crypto currency, startup companies, or precious metals, we will tell you how!
What should Wall Street (and you!) expect for the rest of 2022 into 2023? Join us for a frank and exclusive conversation…
If you want to build a real estate empire, large or small, you really need a Limited Liability Company (LLC) to do it right…
Let’s discuss the unique issues and special strategies that physicians, dentists, pharmacists, and other medical professionals must know when planning their estates…
Divorce? Inheritance rights immediately change, your Living Trust winks out of existence—and then it really gets complicated…
We break down the issues, discuss case studies, look at common mistakes, and see how life insurance plays out in the real world…
Are you worried about your pets at the time of your incapacity or death? California law now permits you to leave money to your pets…
At each stage, it’s far too easy to miss opportunities and make wrong choices. Don’t miss this vital webinar!
If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of date…
Millennials need expert, savvy Estate Planning, and they need it now. Attend this webinar with your adult children and help them get a head start on these crucial issues!
In this webinar, we review the basics, then dive deep into RMD strategies often overlooked from a tax perspective so you can make the best decisions for your future!
If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of date…
“Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” was a bestseller on Amazon, and the Second Edition has just arrived—savvier than ever!
A vital ballot initiative is underway to remove the hidden death tax in 2020’s Prop 19, re-establish Prop 58 and Prop 13 rights, and support the concept of the family home—but we all need to act fast!
What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work?
We’ll discuss the major changes that occurred over the last year, the changes we see on the horizon, which laws are sunsetting, which took effect in January, and how to place your tax planning bets…
Our speakers have deep expertise in the whole range of these issues, and in this webinar they’ll help you avoid common errors and set up the best possible future for your special needs heir.
If you are named as the Trustee of a loved one’s estate, you may at first think it an honor. Pretty soon, however, you may think it a burden…
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.
Significant new laws will impact your estate plan in 2021—including major changes to Prop 13 property tax protections because of passage of California Proposition 19.
Do you worry about the quality of care your loved one may be receiving in their nursing home or assisted living facility? How can you
“High-Net-Worth” families often get creamed by the IRS and state governments without ever realizing it, simply because they don’t perceive the need to look ahead
Prop 19 had some serious downsides, but offers a huge potential upside for savvy homeowners nearing retirement. Learn how to maximize the benefits…
Both living costs and taxes are high in California—which can make retiring here a challenge. Maybe you feel tempted to leave the Golden State when