How a $300k Assessed Value Becomes Millions in New 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
Dynasty Trusts Explained – Protect Family Wealth for Generations
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 Most people think wealth protection is only for billionaires, but dynasty trusts are one of the best ways to protect family wealth for generations. In this video, we explain how a dynasty trust works, why it’s not just for the ultra-rich, and how it shields your kids and grandkids from divorce, lawsuits, and unnecessary estate taxes. Instead of leaving money outright, a dynasty trust or what we call a family protection trust creates a barrier that keeps assets safe while still giving your loved ones access. I’ll show you why dynasty trust planning can be a game-changer for anyone thinking about inheritance protection, legacy planning, or long-term family wealth preservation. Whether you want to avoid probate, reduce taxes, or simply pass on wealth securely, these trusts can help you build generational wealth that lasts. source
How a $300k Assessed Value Becomes Millions in New 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
Reporting gifts
Are you considering adding your child’s name to your house title as a means of simplifying inheritance? #cunninghamlegal #estateplanning #livingtrust source
California Inheritance Rules After Prop 19 Explained
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
Protecting inheritances with trusts
Are you considering adding your child’s name to your house title as a means of simplifying inheritance? #cunninghamlegal #estateplanning #livingtrust source
California Property Tax Cliff Explained Under Prop 19
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
Partition action: Dividing property
Are you considering adding your child’s name to your house title as a means of simplifying inheritance? #cunninghamlegal #estateplanning #livingtrust source
URGENT: Medi-Cal, Long Term Care, and Changes in Law – 2025 Planning Opportunities
Michael Gilfix and Mark Gilfix presented this timely webinar on Tuesday, November 11 at 3PM for a discussion of long term care planning, asset protection, and Medi-Cal. – Medi-Cal is the only program that can pay for nursing home care. – Major change in eligibility rules as of January 1, 2026. – In 2025, no asset cap. – In 2026, $130,000 asset cap. – You must learn about asset transfer/gifting opportunities. – Tax and quality care considerations. 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
Top Tips for Selling Your Business
Sell your business for more. Learn the legal, financial and tax prep strategies that help owners boost value and close successful deals. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for business planning, tax planning, and to sell your business. Sell your business with confidence by understanding the legal, financial and tax strategies that separate successful deals from stalled ones. Most small businesses never sell because owners aren’t prepared. Learn how to increase value, avoid costly mistakes and build the right advisory team, including attorneys, financial professionals and tax experts. Discover what buyers look for, how to prepare before signing a letter of intent and the steps that lead to a smooth closing. If you’re ready to sell your business, these essential insights can help you boost your price, strengthen negotiations and improve your odds of a profitable exit. 👉 Watch this video on our website: https://www.cunninghamlegal.com/top-tips-for-selling-your-business-sell-smarter/ 👉 For more on this topic: https://www.cunninghamlegal.com/category/business-law/ 👉 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