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.
In this important webinar, we look at how to create a serious team to lower your anxiety level, reduce your hassles, and help you make the right moves.
Are you trying to decide if you’ll retire in California or head to less expensive states? Whatever your choice, savvy tax and estate planning is required!
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!
How deep should you be in the stock market? In other types of investment? Are you taking the appropriate level of risk for your…
There are right ways to inherit. And there are some very wrong ways to inherit. In this critical moment, one wrong decision could cost you a pretty penny…
Are your adult children aware of the long list of critical responsibilities, liabilities, and immediate actions that have to occur when you pass away?
Wondering what to expect in 2022? Join us for an insightful and exclusive conversation with market strategist, Philip Blancato…
Your child or grandchild may only be two, but it’s never too early to plan for college. The costs are astronomical, and the debt…
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!
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
Big news is on the horizon in Washington, D.C. that will change the financial landscape. Insight on pending legislation and what it could mean for the economy and your finances.
As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning.
It’s almost too late to take advantage of a fantastic, little-known tax strategy: investments in commercial solar.
Can’t quite see how you’re going to make it in retirement? Get savvy closing the gap with strategic tips from the experts.
Changes are coming fast on the tax front, and we want to keep you updated so you can take rapid action if needed, possibly before year-end.
Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware that such things exist?
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
