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
Understand Your Investments & Navigate Economic Shifts
The economy is shifting, and your investments hang in the balance. Are you prepared? Join us as we explore the changing global economy from Wall ...
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95% Tax on Inherited IRAs and How to Avoid it
If you are leaving an IRA to a loved one or inheriting an IRA, you need to pay attention to the potential pitfalls (TAXES) you ...
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Prop 19 Loopholes: How to Keep Low Prop 13 Taxes
Facing a property tax reassessment can be devastating, leading to a dramatic increase in taxes. Many families overlook the complexities of Prop 19, only to ...
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Small Business Lawyer: Do you NEED one?
When does a small business need a lawyer? Can’t you just use ChatGPT? What if a poorly drafted contract jeopardizes your business's future? What happens ...
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Insider Tips for Financial Freedom: Live Q&A
Join an exclusive Q&A session where you'll have the unique opportunity to put your questions directly to seasoned financial advisors and estate planning attorneys. Imagine ...
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Dying Without a Will in California EXPLAINED
No Will or Trust? Like it or not, the state of California has a plan for you that the laws of intestacy control...
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Virtual Workshop on Settling a Trust After Death
Are you wondering how to dissolve a trust after death or how to terminate an irrevocable trust? Join our comprehensive webinar to explore the complexities ...
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Benefits of a Trust: Avoid Probate, Protect Legacy, Peace of Mind
What are the Benefits of a Trust in California? Discover the numerous advantages of a trust, from avoiding probate, maintaining privacy, to protecting your legacy...
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Retirement Pitfalls to Look Out For!
Did you know that there’s a 63% chance a wife will outlive her husband, by an average of 12.5 years? Most couples don't even think ...
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Prop 13 California: How it Benefits us Today
How has California Prop 13 (2020) impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance...
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Inheritance Planning: Are You Ready to Inherit?
Do you know how inheriting assets could significantly impact your financial future? Join our exclusive webinar to explore the world of inheritance and legacy planning... ...
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Fire Recovery: Rebuilding with Resilience and Tax Awareness
Please join us to learn more about the urgent wildfire crisis, exploring its significant effects on property taxes, essential recovery steps, and future planning. Understand ...
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LLC, Corporation or Partnership: Which legal structure is best?
Did you know that choosing the right legal structure of a business can significantly impact your taxes, liability, and ability to raise capital? In this ...
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Settling a Trust After Death: Dissolving a Trust
Are you wondering how to dissolve a trust after death or how to terminate an irrevocable trust? Join our comprehensive webinar to explore the complexities...
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Retirement Ready: 2025 Financial Planning Essentials & RMD Strategies
Learn about the latest updates in retirement planning to help you save more efficiently. Discover how changes in gifting strategies and tax brackets can benefit ...
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Hidden Taxes When You Inherit
Are you prepared for the “gotchas” and hidden tax traps waiting for your inheritance? Income, Capital Gains, Property, Generation-Skipping and Inheritance Taxes, to name a ...
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How Much Should a Living Trust Cost in 2025?
Curious about the costs and benefits of a living trust? Jim Cunningham will explore the intricacies of living trusts, including the associated legal fees and ...
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Donor Advised Funds vs Private Foundations
Are you sure you're giving to charity in the best way? Watch this webinar to learn about the differences between Donor-Advised Funds (DAFs) and Private ...
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