How a Trust SAVES You More Than It COSTS!
An estate valued at $1M can end up paying $46,000 in Probate fees! Having a Living Trust can SAVE money! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, living trusts, or probate. Having a trust saves money. An estate valued at $1M can end up paying $46,000 in Probate fees! Plus, probate is a public process that can drag on for more than a year. During this time, creditors might claim any debts owed. Check it in our Probate Fee Calculator. If large assets aren’t transferred correctly, it could also lead to big capital gains taxes. This is why smart estate planning is essential. Join us to learn how a 6-8 week estate planning process can save you money, cut down on taxes, and keep your affairs private. 👉 Watch this video on our website: https://www.cunninghamlegal.com/how-a-trust-saves-you-more-than-it-costs/ 👉 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 #probate #livingtrust source
The most common pitfalls of the Uniform Transfer to Minors Act
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
Trust Protectors Flexibility in Tax Law Changes #cunninghamlegal #news #estateplanning
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its pages. Life events such as births, deaths, marriages, divorces, and changes in business ownership can all impact the effectiveness of your Estate Plan. source
New Tax Law Revealed: Smart Moves to Protect Your Legacy
A new tax law (the “big beautiful bill”) was just passed. What does it mean for you, your family, and your estate plan? In this timely webinar, attorneys Michael Gilfix and Mark Gilfix review crucial pieces of this new law, as it pertains to your estate plan. They go over what you need to know, to ensure that your estate plan is comprehensive, and up to date. They cover: – New estate tax issues – what is the new exemption? What else do you need to know about this new law? – Critical estate planning updates, changes to Trusts in light of new laws. – How to protect your California property from MASSIVE, potentially 7-figure property tax increases. – The secret tool to protect inherited assets from future divorces, creditors, and taxes — and why it is more relevant than ever. – The new law’s potentially massive impact on Medi-Cal and Special Needs Planning, and the ability to pay for long-term care. Originally presented Tuesday, July 22, 2025 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 Crummey Trusts and when should you set one up?
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
Tax Efficient Business Exit #cunninghamlegal #news #estateplanning
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its pages. Life events such as births, deaths, marriages, divorces, and changes in business ownership can all impact the effectiveness of your Estate Plan. source
Everything you need to know about Prop-19 and property tax
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
Living Trust the Bucket Analogy #cunninghamlegal #news #estateplanning
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its pages. Life events such as births, deaths, marriages, divorces, and changes in business ownership can all impact the effectiveness of your Estate Plan. source
Big concerns about Medi-Cal changes
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 dynasty trusts do and who are they for?
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