Unmarried Couples & Estate Planning #cunninghamlegal #couples #estateplanning
Have you wondered, do I need a will or a trust? If you only have a Will, you’re going to Probate! We’re going to cover dying intestate! source
Revocable Living Trust: Why You NEED One in 2025
Is a revocable living trust right for you? Uncover the surprising benefits and common misconceptions surrounding this often overlooked estate planning strategy. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning and help with a living trust! The benefits of a revocable living trust are explored, providing valuable insights for individuals seeking to protect their assets and ensure their wishes are carried out after death. This video offers a clear and concise explanation of how a revocable living trust can simplify estate planning and minimize potential legal complications. 👉 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
There is a major change to the estate-, gift- and death tax you need to know about
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
Avoiding Probate Living Trusts & Joint Tenancy #cunninghamlegal #livingtrust #estateplanning
Have you wondered, do I need a will or a trust? If you only have a Will, you’re going to Probate! We’re going to cover dying intestate! source
Estate Planning Beyond the Will #cunninghamlegal #will #estateplanning
Have you wondered, do I need a will or a trust? If you only have a Will, you’re going to Probate! We’re going to cover dying intestate! source
Living Trust Protect your Legacy #cunninghamlegal #legacy #estateplanning
What is the cost of probate in California? The answer might shock you: probate costs 4-8% of estate value… and it can drag on for 16-24 months, or even YEARS if there are complications. source
RISKS of Retiring in California: What You Need to Know!
Want to retire in California? Did you know that even a small decision can make or break your retirement? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement planning, help with retiring in california, and california estate planning. Uncover hidden risks in your California financial and retirement plans. Learn how to navigate obvious threats of retiring in California like market fluctuations, and lesser-known dangers like sequence of returns risk. Discover how to balance risk tolerance with your investment strategy to maximize your returns. Attorney and author Jim Cunningham, alongside expert financial advisors from Ascent Wealth Management, will guide you through making informed choices that shape your financial future to prepare you to retire in California. Don’t miss this chance to fortify your California retirement strategy with insider knowledge. source
Living Trusts Better for Incapacity #cunninghamlegal #trusts #estateplanning
Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. source
Freezing Asset Value with Trusts #cunninghamlegal #trusts #estateplanning
Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. source
Tax Benefits of Dynasty Trusts #cunninghamlegal #dynastytrust #estateplanning
Wealth transfer using Dynasty Trusts can preserve family wealth across generations! Dynasty Trusts are essentially irrevocable trust asset protection! Do you plan on leaving an inheritance and need to explore heritage wealth planning? Full video: https://youtu.be/MKpH6FnMnEs source