What’s the easiest way to avoid your bank accounts being frozen after you die?
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A will is often not the right option…
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What are irrevocable trusts and how are they different than other trusts?
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
What are the Benefits of a Trust?
What are the Benefits of a Trust in California? Discover the advantages of a trust, from avoiding probate, maintaining privacy, to protecting your legacy! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, asset protection, and tax planning. Learn how trusts can protect inherited assets from seizure, from creditors, as well as offer management solutions during incapacity. We will explore the tax benefits of a trust, which can help minimize estate taxes, and in some cases, minimize income taxes for your loved ones! Don’t miss this opportunity to understand the benefits of a trust in your estate plan. 👉 Watch this video on our website: https://www.cunninghamlegal.com/benefits-of-a-trust-avoid-probate-protect-legacy-peace-of-mind/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #estateplanning #livingtrust source
Parents, your 18 year old child needs these documents right now…
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Prop 19 California: What is it?
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com Prop 19 California: What is it? If you own property in California, Prop 19 could be the most important (and expensive) law you’ve never heard of. In this video, we break down what is Prop 19, how it changes everything about property tax in California, and what steps you need to take now to protect your family and your legacy. Before Prop 19, families could pass down real estate with low property taxes thanks to Prop 13 and Prop 58. But now? Those same properties could face a 500% to 2000% tax increase—unless you plan ahead. We’ll explain how Prop 19 affects inheritance, how to avoid a property tax reassessment, and why parent to child transfers are no longer as protected as they once were. This video walks through real numbers, examples, and strategies—like why you should never just “add your kids to title,” how to preserve the step-up in cost basis, and which legal tools might still allow you to pass property while avoiding reassessment. From primary residence rules to the risks with rental properties, you’ll understand exactly what’s changed, why it matters, and what you can do. If you’re hoping Prop 19 will be repealed, don’t count on it. The law is here, it’s already impacting middle-class families, and it could cost you tens of thousands each year. Prop 19 California is now part of the constitution—hope is not a strategy. Watch now to understand the full impact of California Proposition 19, and share this with anyone who owns property in California. Your future self (and your kids) will thank you. 00:00 Why Prop 19 Matters 00:22 What Changed With Prop 19 03:33 What Happens to the Family Home 05:32 Common Mistakes to Avoid 08:33 Can Prop 19 Be Overturned? 11:09 Final Thoughts & How to Protect Yourself source
What is a conservatorship and how do you avoid it?
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
How much can you gift to anyone in 2025 without paying taxes?
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
Don’t Let Prop 19 Destroy Your Family’s Wealth
Concerned about potential massive tax increases on your $3.3M home? This video dives deep into how Prop 19 impacts your California real estate and estate planning. Discover how a $3.3 million home, purchased decades ago with a low assessed value, can lead to skyrocketing property taxes for your heirs. Learn why planning ahead is crucial to protect your family’s financial future. In this insightful video, Mark Gilfix from Gilfix Law explains how property tax reassessments can result in tens of thousands of dollars in annual increases. With Prop 19 offering limited protections, especially for high-value properties, failing to plan could financially burden your loved ones, potentially costing them millions over time. CHAPTERS: 0:00 – Prop 19: $3.3 Million Home Impact 2:42 – Prop 19: Rental Property Effects 5:20 – Thanks for Watching This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source
Wills vs Trusts Which is Better?
Are you wondering about the differences between wills and trusts and how to avoid costly probate mistakes? Dive into this insightful video where estate planning expert Mark Gilfix unravels the complexities of wills vs. living trusts. Discover why having just a will might not be enough, especially if you own real estate or have significant assets. In this video, Mark explains: – The essential differences between wills and living trusts – Why a living trust can save your estate from lengthy and expensive probate – How living trusts offer privacy and protection for your family – The role of trustees and how they can assist you during your lifetime CHAPTERS: 00:00 – The Difference Between a Will and a Living Trust 00:38 – Why a Will Isn’t Enough 02:21 – How a Living Trust Helps After You Pass Away 04:34 – Stay Updated With Our Channel This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source