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
Funding a Trust
You have to “fund,” or put assets into your trust as soon as possible—and make sure all the right assets have been moved into the ...
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Do Trustees get paid? Understanding Trustee Compensation
Trustees are often entitled to a "reasonable amount" of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid ...
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CONCEPTOS BÁSICOS de la Planificación Patrimonial en Español
Aquí en CunninghamLegal, hablamos mucho sobre estrategias avanzadas de planificación patrimonial, pero ¿qué hay de los CONCEPTOS BÁSICOS?
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2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half ...
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Is my AB Trust obsolete? Should I replace my AB Trust?
What is an AB Trust (also known as A-B, Trust, A/B Trust, or Bypass Trust)? AB trust explained. Should an AB Trust be part of ...
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How to Pass on Real Estate Under Prop 19
California’s Prop 19 changed everything about leaving real estate to the next generation. How can you minimize property taxes when you leave your family ...
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Top Seven Estate Planning Strategies to Guard Family Harmony
How do I keep my family together after I’m gone? How do I protect my children’s inheritance? How do I choose a Trustee? Should I ...
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Legacy Life Insurance Policies: Is your coverage evolving with your needs?
Is that life insurance policy that you bought decades ago still serving a good purpose? As life circumstances change and the array of offerings in ...
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What is income tax smoothing? Tax Bracket Arbitrage
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
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When and How to PROBATE Real Estate Properties in California
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey ...
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Joint vs Separate Trust for Married Couples: What’s Right for YOU
Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers certain advantages, but separate trusts can offer ...
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How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
There are LOTS of ways to own investment property, and consequently, LOTS of confusion about what’s best. How should you choose...
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STOCK MARKET: Mid-Year Market Outlook & Insights for 2023
Join us for an insightful and exclusive conversation with Horizon Investments as we sort through the shifting landscape of the global economy, market fundamentals, and ...
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Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
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Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to ...
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SECRETS of Oil & Gas Tax-Subsidized Investing
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big ...
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Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty...
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Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
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 ...
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