Do you know how inheriting assets could significantly impact your financial future? Let’s explore the world of inheritance and legacy planning. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and investment planning.
Discover how assets like real estate, annuities, and large retirement accounts can impact your financial plan and including income and estate tax consequences. Learn when it’s strategic to refuse certain assets and how to allocate them wisely during lifetime planning while your loved ones are still here. Whether you’re new to wealth or anticipating a windfall, we’ll guide you on preparing effectively and connect you with the experts to help you. Don’t miss your chance to master your financial future!
Contents of this Video:
00:00 Introduction to Inheritance Planning: Are YOU Ready to Inherit?
00:19 Tax Considerations
01:40 Inheritance Impact
02:24 Annuity and Taxes
03:02 About Jim
04:16 Legal Disclaimers
05:10 Inherited Assets
06:24 Estate Planning
07:18 Tax-Deferred Assets
10:13 IRA Inheritance
12:45 Post-death Planning
13:52 Annuities Explained
18:31 Confusing Regulations
23:21 1035 Exchange
26:58 Illiquid Assets
30:27 Real Estate Challenges
33:20 Liquidity Issues
37:01 Life Insurance
39:29 Trust Considerations
43:03 Generation Skipping Trust
52:08 Why This Matters
54:39 Planning Importance
55:55 Conclusion
👉 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 #taxplanning
source
