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  • Tax Planning, Estate Taxes, Charitable Trusts

Should I Consider Oil & Gas Govt Tax-Subsidized INVESTMENTS?

Did you know that the federal government subsidizes oil and gas investments to encourage economic activity?
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Mid-Year 2021 TAX PLANNING: What to Do Right Now!

Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
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Advanced Strategies to Lower YOUR Income Tax

Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
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Hidden Charges

Financial Advisors And Their Hidden Fees

Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
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PROTECT Child’s INHERITANCE from Future Ex-Spouse

Have you ever thought you might need to protect your child’s inheritance against a future ex son-in-law or daughter-in-law? Worried that your hard-earned wealth will ...
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What Is a TRUST PROTECTOR and Do I Need One?

Trust Protectors can play a vital, but often misunderstood role in estate planning. Our attorneys often build Trust Protectors into cutting-edge trusts to provide much-needed ...
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How to Stop overpaying on 401k

Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!

Offering a 401(k) plan benefits employees and helps employers retain top talent, but costs–and serious risks–can add up fast! There’s a lot to consider: as ...
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RETHINK Financial Planning 2021- Expected Tax Law Change TIP

RETHINK Financial Planning 2021: Expected Tax Law Change TIP

Everyone expects the new Administration to bring plenty of economic change, and quickly, to America. What do we know so far? How will these shifts ...
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MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!

MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!

Proposition 19 in California largely repealed Proposition 58, almost eliminating your right to transfer your low Proposition 13 tax protections to your children—and yes, this ...
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PPP Loans, TAX PLANNING in Biden's First 100 days- Tax Tips!

PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!

CPA Chris Mann joins Estate Planning Attorney Jim Cunningham for an expert early look at, as well as frank advice about, your tax situation in ...
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Tax SECRETS- How to Pay Less & Not Outlive Savings, Strategy

Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy

Estate Planning strategies from lawyer, insurance and tax experts, to help save taxes and strategize for future 2021, 2022, 2025 We all want to up ...
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ANALYSIS for Estate, Financial Planning 2021- New Laws in CA

ANALYSIS for Estate, Financial Planning 2021: New Laws in CA

Significant new laws will impact your estate plan in 2021—including major changes to Prop 13 property tax protections because of passage of California Proposition 19.
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CA PROP 19 LEGAL STRATEGIES- Preserve CA Prop 13 Estate Planning

CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning

URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 ...
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How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass- Prop 19

How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19

URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 ...
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Family Estate Plan MEETING - CA PROP 19 Inheritance Tips

Family Estate Plan MEETING: CA PROP 19 Inheritance Tips

PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps ...
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CA PROP 19 Estate Planning- Family Cabins and Vacation Homes

CA PROP 19 Estate Planning: Family Cabins and Vacation Homes

URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 ...
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Estate Planning for Homeowners with Prop 19: Some GOOD News

Prop 19 had some serious downsides, but offers a huge potential upside for savvy homeowners nearing retirement. Learn how to maximize the benefits…
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advanced estate planning for high net worth families lawyer

High Net Worth Families and Advanced Estate Planning

“High-Net-Worth” families often get creamed by the IRS and state governments without ever realizing it, simply because they don’t perceive the need to look ahead ...
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