WEBINARS & BLOGS
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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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CRUCIAL Tax & Retirement Strategies for Business Owners
Business owners have access to key tax saving and retirement strategies that go way beyond a traditional 401(k). Don’t miss this legal webinar if you ...
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Estate Planning Mistakes to Avoid: 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Sometimes, having an outdated estate plan can be worse than having no estate plan at all.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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How Does Divorce Affect Estate Planning in California?
What changes with Estate Planning after a divorce? Can my former spouse inherit my Estate? What happens if someone dies in the middle of a ...
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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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Selling a Family Business? Don’t Ignore Tax Issues!
A vital webinar for anyone contemplating the sale of a business—or the transfer of business equity to a child! Do the sale or transfer right...
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Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023
Congress has passed the Inflation Reduction Act. Plus it’s an important midterm election year. Expect complex consequences for your tax and financial planning...
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Why and How to Use an LLC for Real Estate Investing in California
Do I need to create an LLC to invest in real estate in California? Do I need an LLC to own commercial or residential real ...
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It’s What You KEEP! Important Tax Planning When Investing
Get the low-down on advanced tax planning when investing! Does your financial advisor explain the tax issues related to your investments? We'll discuss the coordination ...
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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 AVOID ESTATE TAX: 5 PROVEN STRATEGIES FOR PROTECTING YOUR WEALTH
Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. ...
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TOP 10 Steps So You Don’t Outlive Your Money in Retirement
Get all the basics on planning a sound financial life as we outline the top 10 crucial steps to make sure you don’t outlive your ...
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How to PROTECT Assets and Cut Taxes!
For California residents, we’ll discuss a great, but little-known tool that can protect your assets from creditors in preparation for retirement—but it must be structured ...
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Why Retiring in California May Actually Be a Smart Idea
Is it possible for me to retire in California? How much does it cost to retire in California? Is California too expensive? Are California’s income ...
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What Do I Do If I SUDDENLY Become a Successor Trustee?
Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!
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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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