Category: Legal

Medi-Cal Changes in 2026: Plan Before it’s too Late!

Are you—or your parents—counting on Medi-Cal for long-term care? With Medi-Cal rules constantly evolving, it’s important to get personalized guidance. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and retirement planning. Big changes are coming January 1, 2026: Medi-Cal will once again limit assets to $130,000 per person. If you wait until the end of 2025, it may be too late—because transfers, trusts, and gifting strategies take time, and Medi-Cal will review 30 months of financial history. Attorneys Tasha Jahn and Janice Lee Shen will explain what the new rules mean and what steps you may need to take to protect your benefits. Learn about strategies for gifting and how it’s possible to use irrevocable trusts to keep you on Medi-Cal. Sign up today to learn more! 👉 Watch this video on our website: https://www.cunninghamlegal.com/medi-cal-changes-in-2026-plan-before-its-too-late/ 👉 For more on this topic: https://www.cunninghamlegal.com/blog/incapacity-powers-of-attorney-estate-planning/ 👉 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! source

The Big Beautiful Bill EXPLAINED!

The “Big Beautiful Bill” is now law—and it’s anything but simple. We’ll cover the pros and cons of the Big Beautiful Bill, what’s expiring, and what could help you! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and retirement planning. The One Big Beautiful Bill Act rewrites major parts of our tax code, and whether you’re a business owner, retiree, or high-income earner, this could mean real money on the table. Want to know what to do before the next tax season hits? Discover how this sweeping legislation extends key provisions of the 2017 Tax Cuts and Jobs Act and introduces fresh opportunities for smart tax planning. We’ll cover the pros and cons of the Big Beautiful Bill, what’s expiring, and what could help you—from increased SALT deductions to new perks for seniors, QOZ investments, 529 rules, and more. Don’t miss this deep dive with CunninghamLegal and Ascent Wealth Management about what the Big Beautiful Bill can mean for your financial future! 👉 Watch this video on our website: https://www.cunninghamlegal.com/the-big-beautiful-bill-explained-taxes-in-2025-beyond/ 👉 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 #estateplanning #livingtrust source

Irrevocable Trusts for Asset Protection (with examples)!

How can you bulletproof your assets from taxes, lawsuits, and creditor threats? Irrevocable Trusts may be your secret weapon! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for irrevocable trusts, living trusts, and advanced estate planning. Unlike revocable trusts, these powerhouse legal tools take assets out of your name—making them harder for the IRS, ex-spouses, or creditors to touch. From Dynasty Trusts to Special Needs Trusts, Life Insurance Trusts, SLATs, and QPRTs, they protect family wealth, slash estate taxes, and preserve inheritances for generations. Yes, you give up control—but in exchange, you lock in long-term protection, privacy, and peace of mind. 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ 👉 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

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