ESTATE PLANNING BASICS: Wills, Living Trusts, POAs, and the Role of Your Attorney
What are the different types of trusts? What is a trust fund? What is a trust account? How do taxes work in a living trust? When should you make a will, and what should be in it? What is a Power of Attorney, and do you really need one? This set of webinars and blogs deals with all the basics, including the biggest estate planning mistakes, the most common estate planning issues, and how to work with an estate planning attorney.
Power of Attorney: Which is Right for You?
Are you still confused by all of the different legal documents – especially when it comes to powers of attorney or the other documents that ...
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Trusts Unpacked: Navigate Your Options
Understanding the differences between revocable and irrevocable trusts is crucial for effective estate planning. We explain what an irrevocable trust is and explore the key ...
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Insurance Basics: Navigate Coverage with Confidence
Are you confident you have the right insurance coverage to protect what matters most? Navigating insurance can be daunting, but understanding how much and what ...
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Benefits of a Trust: Avoid Probate, Protect Legacy, Peace of Mind
What are the Benefits of a Trust in California? Discover the numerous advantages of a trust, from avoiding probate, maintaining privacy, to protecting your legacy...
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Retirement Ready: 2025 Financial Planning Essentials & RMD Strategies
Learn about the latest updates in retirement planning to help you save more efficiently. Discover how changes in gifting strategies and tax brackets can benefit ...
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How Much Should a Living Trust Cost in 2025?
Curious about the costs and benefits of a living trust? Jim Cunningham will explore the intricacies of living trusts, including the associated legal fees and ...
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Why You Shouldn’t Add Your Child to Your Title on Your House
Are you considering adding your child's name to your house title as a means of simplifying inheritance? Before you make this significant decision, join our ...
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What is the Difference between a Trust and a Will?
Trust vs Will: what's the best choice for estate planning? This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the ...
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Independent Trustee: What is it and should you have one?
Should you use a trustee that isn't a family member? What are some of the income tax and asset protection benefits? Do you have a ...
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How Much Does a Living Trust Cost… And Why?
Legal fees of living trusts and other essential estate planning steps to safeguard yourself and your loved ones.
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Estate Planning for College Students and High School Graduates
Why is estate planning necessary to consider as your child graduates from high school and enters the adult world? This webinar gives you legal insights ...
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Good Trust vs. Bad Trust: How to Tell the Difference
Is your trust a Good Trust or a Bad Trust? Have you ever wondered why trusts can be almost 100 pages (and sometimes more) of ...
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Estate Planning for Collectibles and the IRS: Art and Antiques
Wondering what needs to be done to prepare an inventory or secure an accurate appraisal of the treasures in your trust?
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A Guide to Smarter, More Savvy Incapacity Planning
Incapacity can be a very difficult time for everyone involved—but savvy estate planning strategies and the right legal documents will help make this situation a ...
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Funding a 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 ...
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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?
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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 ...
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Is my AB Trust obsolete? Should I replace my AB Trust?
What is an AB Trust (also known as A-B, Trust, A/B Trust, or Bypass Trust)? AB trust explained. Should an AB Trust be part of ...
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Top Seven Estate Planning Strategies to Guard Family Harmony
How do I keep my family together after I’m gone? How do I protect my children’s inheritance? How do I choose a Trustee? Should I ...
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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...
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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 ...
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What are The Estate Planning Basics? What Goes in an Estate Plan?
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join ...
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Sticker Shock! What will updating a Living Trust cost in 2023 and WHY?
Sticker shock about the soaring prices of just about everything? So how much will a Living Trust update cost in 2023? How do you choose ...
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Strategies to Help Your Child Buy a House
How can I help my child buy their first home? What tax forms do I need if I give my children money for a house ...
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