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CA PROP 19 Estate Planning: Family Cabins and Vacation Homes
How to handle California Prop 19, Prop 13: leaving your family beach house, lake property, or mountain cabin to next generation! Thanks to Prop 19 ...
Learn More → Should You Consider Converting a Large 401(k) or IRA to a Roth?
The SECURE Act changed the math on IRAs. Here's why Roth conversions are now a serious estate and tax planning tool.
Learn More → Is Co-Tenancy a Solution to Prop 19 Problems?
Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment...
Learn More → How Much Does Trust Administration Cost in California?
You'll learn what drives trust administration costs in California, what services should be included, and how the right attorney protects your family…
Learn More → Education Is More Expensive. Are You Saving the Smart Way?
Most families are using outdated college savings strategies. Here's how 529 plans and smart planning can change that.
Learn More → Can You Set Up a Trust Without an Attorney?
You'll discover why a trust is far more than filling in a template, and how DIY mistakes will lead to probate, tax problems, and family ...
Learn More → Retiring in California vs Retiring in Texas
You'll discover the financial, legal, and lifestyle differences between retiring in California versus Texas, plus the hidden costs many retirees miss…
Learn More → Long Term Care Awareness: Planning for Care, Costs, and Control
The 2026 Medi-Cal changes reshaped long-term care planning in California. The rules changed. The costs are higher.
Learn More → How To Retire & Support Your Children
You'll learn how to support the next generation while protecting your own retirement, reducing taxes, and avoiding the costly mistakes parents make…
Learn More → Estate Planning for a $100 Million Estate
You'll learn the sophisticated strategies high net worth families use to protect a $100 million estate, from dynasty trusts to succession planning…
Learn More → Estate Planning for a $50 Million Estate
You'll gain insight into advanced trust planning, gifting strategies, and ways to reduce estate tax exposure while protecting a $50 million estate…
Learn More → Who Needs a Living Trust?
Who really needs a living trust? More people than you think. A living trust is designed to help you avoid probate, maintain privacy, and create ...
Learn More → Mid Year Economic Update: What Investors Should Expect Next
Tired of headlines? Get a clear mid-year read on markets, interest rates, and what investors should actually plan for.
Learn More → Medi-Cal vs Medicaid: What You Need to Know Before a Crisis
Confusing Medi-Cal with Medicaid can cost you thousands. Jim Cunningham explains the traps families fall into — and how to avoid them...
Learn More → Things You NEED to do if You or a Loved One is Terminally Ill
Facing a terminal illness? Jim Cunningham covers the legal documents, financial steps, and healthcare decisions that matter most right now.
Learn More → What You Should NOT Put in a Living Trust!
A living trust is powerful — but put the wrong assets in it and you'll create new problems. Jim Cunningham shows what NOT to include.
Learn More → CPE COURSE: Hidden Taxes When You Inherit
Inheritance comes with hidden taxes most people never see coming. Jim Cunningham breaks down every trap — and how to protect inherited wealth.
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Tax Planning Strategies for Business Owners, the Self-Employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
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