ESTATE PLANNING BASICS: Wills, Living Trusts, POAs, and the Role of Your Attorney
What are the different types of trusts? What is a trust fund? What is a trust account? How do taxes work in a living trust? When should you make a will, and what should be in it? What is a Power of Attorney, and do you really need one? This set of webinars and blogs deals with all the basics, including the biggest estate planning mistakes, the most common estate planning issues, and how to work with an estate planning attorney.
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half ...
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Is my AB Trust obsolete? Should I replace my AB Trust?
What is an AB Trust (also known as A-B, Trust, A/B Trust, or Bypass Trust)? AB trust explained. Should an AB Trust be part of ...
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Top Seven Estate Planning Strategies to Guard Family Harmony
How do I keep my family together after I’m gone? How do I protect my children’s inheritance? How do I choose a Trustee? Should I ...
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Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty...
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Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its ...
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What are The Estate Planning Basics? What Goes in an Estate Plan?
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join ...
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Sticker Shock! What will updating a Living Trust cost in 2023 and WHY?
Sticker shock about the soaring prices of just about everything? So how much will a Living Trust update cost in 2023? How do you choose ...
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Strategies to Help Your Child Buy a House
How can I help my child buy their first home? What tax forms do I need if I give my children money for a house ...
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Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children and grandchildren? What is a ...
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Estate Planning Advice, Mistakes & More: How to NOT Screw Up Your Estate
Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Educate yourself on what NOT to do with these ...
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Women Live Longer: Estate Planning for Women
Women live longer than men. We’ll discuss the planning implications for wives, including Social Security, Medicare, and filing single vs. jointly...
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Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
Join us for a YouTube LIVE Conversation with Jim Cunningham, Founder of CunninghamLegal, for a direct, no-nonsense discussion, starting with why you need an Estate ...
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Financial PRIVACY Strategies in Estate Planning
Join us for an inside look at how to maintain privacy in today’s very public world using a variety of estate and financial planning strategies ...
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The Fine Art of Disinheriting an Heir: Effective Legal Tactics
When disinheriting a child or another heir, what steps will protect your decision from legal challenges? How critical is it to prove your competency and ...
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How to Choose a Successor Trustee for a Living Trust
How should I choose the successor trustee for my living trust? Should I name more than one trustee for my trust? Are co-trustees or joint ...
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Investing In Cryptocurrency: The Hot Tax and Estate Planning Issues
An attorney discusses the legal, tax, and estate issues in cryptocurrency. How do you own cryptocurrency? How is cryptocurrency taxed? What are best practices for ...
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What is a power of attorney? What are the dangers of a POA or a conservatorship?
Do I need a Power of Attorney (POA) to take care of my parents? How to get Power of Attorney in California? What are the ...
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Medical Professionals: SPECIAL Estate Planning Issues
Let's discuss the unique issues and special strategies that physicians, dentists, pharmacists, and other medical professionals must know when planning their estates...
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Top Mistakes Made When Managing Aging Parents’ Affairs
How to take care of aging parents in California? What are the biggest Elder Care mistakes I need to avoid? When do I need to ...
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Millennials & Their Families: HOT Estate Planning Topics
Millennials need expert, savvy Estate Planning, and they need it now. Attend this webinar with your adult children and help them get a head start ...
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How Can I Create a Trust for My PET If I Die?
Are you worried about your pets at the time of your incapacity or death? California law now permits you to leave money to your pets...
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How to Plan for Business Succession and the Sale of a Business
How do you plan for business succession? What are the four different ways of selling or exiting a business? When should you sell a business ...
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Top Estate Planning GAME CHANGERS for 2022
Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar!
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Build Back Better TAX PLANNING: End-of-Year Checklist
With a new tax and spend bill that looks like it’s going to get through Congress, and so much change, you need to look at ...
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