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
Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children and grandchildren? What is a ...
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CRUCIAL Tax & Retirement Strategies for Business Owners
Business owners have access to key tax saving and retirement strategies that go way beyond a traditional 401(k). Don’t miss this legal webinar if you ...
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How to NOT Screw Up an Estate: Trust & Will Disasters
Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Educate yourself on what NOT to do with these ...
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How Does Divorce Affect Estate Planning in California?
What changes with Estate Planning after a divorce? Can my former spouse inherit my Estate? What happens if someone dies in the middle of a ...
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Women Live Longer: Estate Planning for Women
Women live longer than men. We’ll discuss the planning implications for wives, including Social Security, Medicare, and filing single vs. jointly...
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Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
Join us for a YouTube LIVE Conversation with Jim Cunningham, Founder of CunninghamLegal, for a direct, no-nonsense discussion, starting with why you need an Estate ...
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Financial PRIVACY Strategies in Estate Planning
Join us for an inside look at how to maintain privacy in today’s very public world using a variety of estate and financial planning strategies ...
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Selling a Family Business? Don’t Ignore Tax Issues!
A vital webinar for anyone contemplating the sale of a business—or the transfer of business equity to a child! Do the sale or transfer right...
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Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023
Congress has passed the Inflation Reduction Act. Plus it’s an important midterm election year. Expect complex consequences for your tax and financial planning...
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Why and How to Use an LLC for Real Estate Investing in California
Do I need to create an LLC to invest in real estate in California? Do I need an LLC to own commercial or residential real ...
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It’s What You KEEP! Important Tax Planning When Investing
Get the low-down on advanced tax planning when investing! Does your financial advisor explain the tax issues related to your investments? We'll discuss the coordination ...
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The Fine Art of Disinheriting an Heir: Effective Legal Tactics
How can you disinherit a child or other immediate family member in ways that will hold up to legal challenges from the disinherited heir? How ...
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How to CUT Your Tax Bill When Selling Real Property
Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. ...
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TOP 10 Steps So You Don’t Outlive Your Money in Retirement
Get all the basics on planning a sound financial life as we outline the top 10 crucial steps to make sure you don’t outlive your ...
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What to Do When Someone Important in Your Life Dies: CRUCIAL Actions
What happens when your business partner dies, when your spouse dies, your child dies, your tenant, your boss, your friend? What now? What should you ...
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How to PROTECT Assets and Cut Taxes!
For California residents, we’ll discuss a great, but little-known tool that can protect your assets from creditors in preparation for retirement—but it must be structured ...
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Why Retiring in California May Actually Be a Smart Idea
Is it possible for me to retire in California? How much does it cost to retire in California? Is California too expensive? Are California’s income ...
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What Do I Do If I SUDDENLY Become a Successor Trustee?
Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!
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