WEBINARS & BLOGS
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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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Why You Shouldn’t Add Your Child to Your Title on Your House
Are you considering adding your child's name to your house title as a means of simplifying inheritance? Before you make this significant decision, join our ...
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What to Expect After the Election with the make-up of Congress, Senate, and White House
Join expert attorney Jim Cunningham and Financial Planners from Ascent wealth management in understanding the political landscape helps optimize financial strategies for both stability and ...
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Pet Trusts: Your Pet’s Care, Covered
Ever wondered what happens to your pet after you're gone? We’ll explore the ins and outs of setting up a Pet Trust, a legal instrument ...
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Election 2024 Results, Taxes and You: Prepare for What’s Next
The next President: are you ready for the tax changes around the corner? Watch our webinar that focuses on the winning candidate's tax plan, budget ...
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What to Do With Real Estate After Someone Dies (and What Not to Do)
When someone dies who is responsible for their estate? Do you know what NOT to do when someone dies? Learn how to efficiently manage real ...
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What is the Difference between a Trust and a Will?
Trust vs Will: what's the best choice for estate planning? This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the ...
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What to expect with markets leading up to a Presidential Election?
Are interest rate cuts signaling a market shift ahead of the presidential election? How will proposed economic policies impact your financial future? Join us as ...
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Special Needs Trusts: A Lifeline for Your Loved One’s Future
In an ever-changing legal landscape, are you aware of the new rules for Special Needs Trusts? If not, you likely need a savvy attorney who ...
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Business Succession Planning: Building a Business that LASTS!
What will happen to your business when you’re no longer around? Do you have a business succession plan? Tailored for business owners, this webinar reveals...
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The True Cost of Retiring in California: What You Need to Know
Retiring planning in California—a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham and advisors of Ascent Wealth ...
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Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
Are you considering a charitable trust but unsure about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust?
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Independent Trustee: What is it and should you have one?
Should you use a trustee that isn't a family member? What are some of the income tax and asset protection benefits? Do you have a ...
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Maximizing Tax Incentives: Qualified Opportunity Zones and Oil & Gas Investments
Join us for an insightful webinar exploring the benefits and strategies associated with Qualified Opportunity Zones (QOZs). This session covers key concepts...
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax landscape. In this riveting legal webinar, we unveil often underexplored Prop 19 ...
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