Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? Is it really possible to retire in California? 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for retirement advice, more information on how to retire in California, and all your estate planning needs.
Attorney Jim Cunningham of CunninghamLegal and Alissa Kroeger of Ascent Wealth Management address the benefits of retiring in California, along with the drawbacks—offering comprehensive insights to make the best decisions for your retirement. Get a balanced view of the cost of living, tax implications, and the amenities this state has to offer. Learn the true implications of retiring in California, and find out whether the beautiful, yet potentially expensive, state of California is the right choice for your golden years.
–Contents of this video———
0:00 Intro to the true costs of retiring in california
14:04 Monetary benefits of being(and dying) a california resident
34:00 Case study: Able and Baker retire to california
49:50 Case study: Hank and Wendy leave california
52:25 Case study: Charlie and Delta stay in california
56:50 Questions
👉 Meet with Ascent: https://lindseyandlindsey.com/ascent-wealth-management/ to create a financial plan and get financial advice.
👉 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.
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