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  • 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

Retiring in California: Pros and Cons

Thinking of retiring in California? Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons...
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When should you have a Comprehensive Financial Plan?

What is financial planning? Do you have just a Financial Advisor? We discuss the why, when and importance of developing a Financial Plan...
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How to Avoid and Defer Capital Gains Tax

Are you looking to minimize your capital gains tax liability? Join attorney and author Jim Cunningham in this informative webinar as he breaks down strategies ...
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Prop 19 California: What is it?

Join us for an eye-opening webinar: Prop 19 California… What is it? This crucial law could significantly affect your California property taxes...
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Beyond the Headlines: The Presidential Election’s Impact on the Economy and Your Finances

Join us for an insightful discussion where we navigate the impact of presidential elections, economic cycles, and potential 2024 recession! We will explore...
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What Happens if you Die WITHOUT a Will in California?

There's no sugar-coating it: dying without a will can create a world of uncertainty for your loved ones. Attorney and author Jim Cunningham will dive ...
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Selling A Business? Maximizing Price and Reducing Taxes

Gain insights on maximizing your business's value and navigating the selling process and tax issues with confidence. This webinar is a vital resource...
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Housekeeping items for your Financial Health 2024

Are you ready to tackle your 2024 finances? Learn how here! We'll discuss necessary annual updates such as your 401(k) deferrals and IRA contributions. Let's ...
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Trust Administration Attorney: What is it and Do You REALLY Need an Expert?

Confused about what exactly a trust administration attorney does? Join us for an enlightening webinar with Attorney Jim Cunningham. He'll break down the responsibilities...
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What is The Corporate Transparency Act? What Entities are Exempt From The CTA?

Are you in a fog of confusion? Have you even heard of this new law? Jim simplifies the complexities, helping you with what needs to ...
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Good Trust v. 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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Financial Fraud Prevention

In today’s increasingly digital world, the financial industry is more interconnected and reliant on technology than ever before. In this webinar, we explore the critical ...
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Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors

Far too often, real estate transactions lead to disputes among buyers, sellers, and investors. Join us for a comprehensive webinar on avoiding these hassles, arguments—and ...
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Art, Antiques, and The IRS: A Crash Course on Estate Planning and Collectibles

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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The Ultimate Guide to Using LLCs for Real Estate Investing

If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right...
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Maximizing Tax Savings with Charitable Giving

Whether you are new to charitable giving or you are a seasoned philanthropist, this is a must-watch. We will cover tax-efficient charitable giving strategies, planned ...
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Planning Considerations for Business Owners

The financial environment for small business owners is complex. In this informative session, we'll help you navigate the tax landscape, exploring various entity structures and ...
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Five Top Strategies to AVOID Death Taxes

What are Estate Taxes and how can you avoid them? In this legal webinar, we’ll take a detailed look at estate taxes and the five ...
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