WEBINARS & BLOGS
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- All
- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
What to Expect After the Election with the make-up of Congress, Senate, and White House
Join expert attorney Jim Cunningham and Financial Planners from Ascent wealth management in understanding the political landscape helps optimize financial strategies for both stability and ...
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Pet Trusts: Your Pet’s Care, Covered
Ever wondered what happens to your pet after you're gone? We’ll explore the ins and outs of setting up a Pet Trust, a legal instrument ...
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Election 2024 Results, Taxes and You: Prepare for What’s Next
The next President: are you ready for the tax changes around the corner? Watch our webinar that focuses on the winning candidate's tax plan, budget ...
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What to DO with Real Estate After Somebody Dies?
When someone dies who is responsible for their estate? Do you know what NOT to do when someone dies? Learn how to efficiently manage real ...
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What is the Difference between a Trust and a Will?
Trust vs Will: what's the best choice for estate planning? This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the ...
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What to expect with markets leading up to a Presidential Election?
Are interest rate cuts signaling a market shift ahead of the presidential election? How will proposed economic policies impact your financial future? Join us as ...
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Special Needs Trusts: A Lifeline for Your Loved One’s Future
In an ever-changing legal landscape, are you aware of the new rules for Special Needs Trusts? If not, you likely need a savvy attorney who ...
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Business Succession Planning: Building a Business that LASTS!
What will happen to your business when you’re no longer around? Do you have a business succession plan? Tailored for business owners, this webinar reveals...
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The True Cost of Retiring in California: What You Need to Know
Retiring planning in California—a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham and advisors of Ascent Wealth ...
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Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
Are you considering a charitable trust but unsure about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust?
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Independent Trustee: What is it and should you have one?
Should you use a trustee that isn't a family member? What are some of the income tax and asset protection benefits? Do you have a ...
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Maximizing Tax Incentives: Qualified Opportunity Zones and Oil & Gas Investments
Join us for an insightful webinar exploring the benefits and strategies associated with Qualified Opportunity Zones (QOZs). This session covers key concepts...
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax landscape. In this riveting legal webinar, we unveil often underexplored Prop 19 ...
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Retiring in California: How Does it Work and Is it for You?
Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham addresses the benefits of ...
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California Probate: Costs, Navigation, and Probate Alternatives
Why is probate bad in California? And why is California probate so expensive? Navigating the California probate process can be dauntingly complex and more than ...
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How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!
Brace for 2025's new tax landscape with the sunset of the Tax Cuts and Jobs Act! Key provisions are expected to shift, with the standard ...
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How Much Does a Living Trust Cost… And Why?
Legal fees of living trusts and other essential estate planning steps to safeguard yourself and your loved ones.
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721 Exchanges: New Strategies in Real Estate Investment and 1031 Exchanges
Is the 721 Exchange the new 1031 Exchange? Discover fresh investment strategies with Delaware Statutory Trusts (DSTs) and the innovative 721 Exchange UPREIT...
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