Fund Your Trust Avoid Probate #cunninghamlegal #financialplanning #estateplanning
Are you wondering how to dissolve a living trust after death? Explore the complexities of trust termination and the steps of a trust administration. source
What is a power of attorney and why does everyone over the age of 18 need this?
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
95% Tax on Inherited IRAs and How to AVOID it!
Did you know that In 2026 the total tax on IRAs can be 99.1%?! That’s from Federal Income Tax (37%), Net Investment Income Tax (3.8%), California Income Tax (13.3%), and the Federal Estate Tax (45%)! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for an IRA Legacy Trust, estate planning, and tax planning! 👉 Watch this video on our website: https://www.cunninghamlegal.com/95-tax-on-inherited-iras-and-how-to-avoid-it/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/ 👉 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 #retirementincome #rothira source
Living Trust vs Probate #cunninghamlegal #realestate #financialplanning
Unravel complex legal concepts into easily understandable terms. Learn the key differences between a will vs trust, and gain insights into the benefits and drawbacks of each. source
What is it like to get a phone call that you might die?
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
Divorce & Beneficiary Rights in California #cunninghamlegal #realestate #financialplanning
Unravel complex legal concepts into easily understandable terms. Learn the key differences between a will vs trust, and gain insights into the benefits and drawbacks of each. source
5 estate planning lessons from the legendary investor Warren Buffett
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 is the Difference Between a Will & Trust? #cunninghamlegal #realestate #financialplanning
Unravel complex legal concepts into easily understandable terms. Learn the key differences between a will vs trust, and gain insights into the benefits and drawbacks of each. source
As a cancer survivor I want to share the most powerful health lessons I’ve learned…
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
Is Adding Your Child to Your Title a Bad Idea? #cunninghamlegal #realestate #financialplanning
Are you considering adding your child’s name to your house title as a means of simplifying inheritance? Before you make this significant decision, explore the potential pitfalls and legal complications that can arise. source