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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 ...
Learn More → If Someone Dies with Debt, Who Pays It?
When someone dies in debt, families panic. Jim Cunningham breaks down who's actually responsible — and what creditors can and can't touch.
Learn More → Estate Planning for $15M Estate
A $15M estate needs more than a basic plan. Jim Cunningham walks through the strategies that protect wealth, reduce taxes, and preserve legacy.
Learn More → Oil and Gas Investing Explained: Tax Benefits for High Earners
Leads with the hook that it's a tax strategy, not just an energy investment. Names both Jim and Ascent Wealth Management since it's a joint ...
Learn More → Selling or Merging a Law Practice in California?
Thinking about selling your law practice? Jim Cunningham shares what CunninghamLegal looks for — valuation, ethics, client care, and more.
Learn More → How to Buy Out a Sibling and Avoid Prop 19 Reassessment!
Buying out a sibling’s share of the family home without triggering a nasty Prop 19 tax reassessment... is it really possible? Expert property tax attorney ...
Learn More → Building a Sellable Business (or Law Firm)!
Building a successful business is one thing. Building a sellable business is something entirely different. In this video, attorney Jim Cunningham breaks down what truly...
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