WEBINARS & BLOGS
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- All
- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
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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What to expect with markets leading up to a Presidential Election?
Are interest rate cuts signaling a market shift ahead of the presidential election? How will proposed economic policies impact your financial future? Join us as ...
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Special Needs Trusts: A Lifeline for Your Loved One’s Future
In an ever-changing legal landscape, are you aware of the new rules for Special Needs Trusts? If not, you likely need a savvy attorney who ...
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Business Succession Planning: Building a Business that LASTS!
What will happen to your business when you’re no longer around? Do you have a business succession plan? Tailored for business owners, this webinar reveals...
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The True Cost of Retiring in California: What You Need to Know
Retiring planning in California—a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham and advisors of Ascent Wealth ...
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Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
Are you considering a charitable trust but unsure about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust?
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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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Maximizing Tax Incentives: Qualified Opportunity Zones and Oil & Gas Investments
Join us for an insightful webinar exploring the benefits and strategies associated with Qualified Opportunity Zones (QOZs). This session covers key concepts...
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax landscape. In this riveting legal webinar, we unveil often underexplored Prop 19 ...
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Retiring in California: How Does it Work and Is it for You?
Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham addresses the benefits of ...
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California Probate: Costs, Navigation, and Probate Alternatives
Why is probate bad in California? And why is California probate so expensive? Navigating the California probate process can be dauntingly complex and more than ...
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How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!
Brace for 2025's new tax landscape with the sunset of the Tax Cuts and Jobs Act! Key provisions are expected to shift, with the standard ...
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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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Investing in Real Estate Outside California
Still thinking about how to start investing in real estate? Uncover the benefits of a different investment strategy: real estate beyond California...
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Using LLCs, Partnerships, and Corporations for Asset Protection: The Right Way
Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets ...
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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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Oil and Gas Investing: A Tax Mitigation Strategy
Let's discuss the latest developments in the oil and gas industry, production expectations, political climate with energy and domestic dominance and independence. Ever thought about ...
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Trust Administration Checklist CALIFORNIA
Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. Join us for an essential webinar...
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