ESTATE PLANNING BASICS: Wills, Living Trusts, POAs, and the Role of Your Attorney
Estate Planning Legal Webinar Archive: Playlist 01
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 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.
Medical Professionals: SPECIAL Estate Planning Issues
Let’s discuss the unique issues and special strategies that physicians, dentists, pharmacists, and other medical professionals must know when planning their estates…
How Can I Create a Trust for My PET If I Die?
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…
Millennials & Their Families: HOT Estate Planning Topics
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!
Savvy Estate Planning: Avoid the Top 10 MISTAKES
“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!
Top Estate Planning GAME CHANGERS for 2022
Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar!
Build Back Better TAX PLANNING: End-of-Year Checklist
With a new tax and spend bill that looks like it’s going to get through Congress, and so much change, you need to look at your end-of-year tax & estate checklist!
INHERITANCE STRATEGIES for Your Wealthy Children
Learn how to rethink your Estate Plan to protect a next generation already doing well, including key Trusts and other structures.
FUNDAMENTALS to Get Started on a Living Trust!
Just starting to think about Estate Planning? Great! We’ll explain all the basic elements of a complete Estate Plan, centered on a Living Trust.
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 …
How Much Does a Living Trust COST? Estate Planning Tips
If you’re like a lot of people, you may know you need a Living Trust, but you’re not really sure why, what a Living Trust …
The Top Ten Estate Planning Mistakes
What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, Living Trusts, retirement accounts, and …
Estate Planning Documents CRITICAL By 55 – Avoid Squabbles
Did you know that when the musician Prince died in 2016 at age 57 he had no will? And guess what: his estate still isn’t …
How Living Trusts Work – CRITICAL Estate Planning Simplified
Do you know how Living Trusts work? This simple guide will explain what is a Living Trust, how Living Trusts work, what is a trustee …
3 Legal Documents College Kids SHOULD Have!
You’ve bought their books, their clothes, and more school paraphernalia than you knew existed, but one of the best ways to prepare for college is …
What is Joint Tenancy? Protecting your Loved Ones
Do you know what joint tenancy really is? Joint tenancy isn’t just sharing property! Joint tenancy can be shared real estate, but it can also …
Independent Trustees Can PROTECT Heirs
Do you know what an Independent Trustee is or when to use one? Choosing an independent trustee for a Living Trust or Irrevocable Trust may …
Irrevocable VS. REVOCABLE Trust – California Estate Planning
Revocable living trust vs irrevocable trust. Do you know the difference? Protect assets with estate planning and trusts 101; Estate planning attorney explains how a …
Why Would I Need to Appoint an Independent Trustee?
CunninghamLegal’s CEO, and trust administration attorney James L Cunningham explains what an independent trustee is and why you may need to appoint an independent trustee. …
Estate Planning: What is Power of Attorney?
The phrase “power of attorney” has nothing to do with an attorney! CunninghamLegal’s CEO, and trust administration attorney, James L. Cunningham explains what power of …
What is a Power of Appointment? – DEFINED
What is a power of appointment? What is a power appointment in a Living Trust? How does power of appointment affect inheritance? What impact does …
Estate Planning for a “Simple” Estate
Many people ask us, “If I have a simple estate, do I need an estate plan?” CunninghamLegal’s CEO, James L Cunningham explains how a “simple” …
How to Fund a Living Trust – AVOID PROBATE
Knowing how to fund a Living Trust in California is vital to avoid COSTLY probate! Don’t treat your Living Estate like a legal junk drawer—make …
You MUST UPDATE a Living Trust or Last Will – How-to Guide!
Consider this legal webinar a “date with your documents.” Our expert estate planning attorneys walk you through your existing estate plan documents and identify DISASTROUS …
Hidden TRAPS in Outdated Living Trusts – How to Update Now!
Estate plans often go catastrophically out of date—no longer in sync when a spouse passes away, a child gets divorced, or tax laws change. The …