Savvy Estate Planning | Podcast on RSS.com

Savvy Estate Planning

Savvy Estate Planning

by Jim Cunningham

Season 4

Oil and Gas Investing Explained! Tax Benefits for High Earners

Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and investment planning. In this educational webinar, attorney and author Jim Cunningham joins the financial advisors at Ascent Wealth Management to break down the potential tax benefits of oil and gas investments for self employed professionals and W-2 high income earners. We will explain how long standing incentives like intangible drilling costs and depletion allowances work, why they have existed for nearly a century, and who they may benefit today. We will also discuss current developments in the oil and gas industry, production expectations, and how the political climate impacts domestic energy dominance and independence. If you are looking for alternative investments with real tax strategy implications, this conversation is worth your time. 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Income Tax is a Hidden DEATH Tax!

Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and overall expert tax planning. Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & certified specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize your California inheritance tax burden! Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve your family’s wealth and fully understand what happens when you inherit money. 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

How to Pass on Real Estate Under Prop 19

Prop 19 california explained: How can you minimize property taxes (or the inheritance tax) when you leave your family home or vacation home to your kids? Watch to find out! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a consult on property tax, inheritance tax, or other estate planning needs! Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and can explain how to save potentially hundreds of thousands, depending on the size of your estate! The passage of Proposition 19 on the November 2020 ballot radically altered the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this LEGAL WEBINAR, our expert- Jim Cunningham examines the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action to avoid property reassessment! SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Income Tax Reduction Strategies for Professionals & 1099 Earners

Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help putting together you financial team, more income tax reduction tips, and business tax planning. Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about key tax and estate planning issues, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/ Or to learn more about tax retirement strategies for business owners, click here: https://www.cunninghamlegal.com/legal_webinars/crucial-tax-retirement-strategies-for-business-owners/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/income-tax-reduction-strategies-for-professionals-and-1099-earners/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss advanced tax planning, estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on our tax planning services or a California Living Trust!

Home & Family Farm Owners: CA PROP 19 Strategies to SAVE Prop 13 Tax Caps

California Prop 19 estate planning can SAVE your low Prop 13 tax caps on family home or family farm, estate lawyer explains 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Prop 19 strategy & take advantage of tax caps. Learn how to transfer your low Prop 13 taxes on the family home and family farm to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation. Prop 19 DEVASTATED family property tax rights for Californians at all income levels. We explain a long-term game plan. DON’T MISS CunninghamLegal’s latest strategic advice to California homeowners and the legal community. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/homeowners-ca-prop-19-strategies-to-save-prop-13-tax-caps/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Millennials & Their Families: HOT Estate Planning Topics

Millennial Money: California Estate Planning Attorney explains why millennials need savvy Estate Planning now more than ever! 👉 Book a Call at https://cunninghamlegal.com/book-your... to create a California Living Trust, discuss tax planning, millennial issues. Millennials need expert, savvy Estate Planning, and they need it now. For starters, Millennials are the generation least likely to be married, and whether single or with life partners, they may lack key legal protections for inheritance rights, tax benefits, social security, and disability benefits. How can that be handled? Millennials are having children and need to plan for their future, especially if something were to happen to them as parents. They have pets and need to make decisions about who would care for them if they die. Millennials also have aging parents and need to learn how to handle their disabilities, their estates, and their retirement accounts upon inheritance in light of changing laws. Attend this webinar with your adult children and help them get a head start on these crucial issues! For more information about Estate Planning, click here: https://www.cunninghamlegal.com/california-legal-services/estate-planning/ To watch this legal webinar on our site, click here: https://www.cunninghamlegal.com/legal_webinars/millennials-their-families-hot-estate-planning-topics/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Top Seven Estate Planning Strategies to GUARD Family Harmony

California estate planning lawyer explains top strategies: protect family harmony & estate planning documents like living trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to talk with specialist California trust attorneys, create a family trust, and protect your legacy. Will your family gather for holidays after you’re gone, or will they argue over the Estate Plan you left behind…forever? When making their Estate Plans, most people don’t just want to leave their assets to loved ones, they want to leave a legacy of family harmony. Unfortunately, all too many make fundamental mistakes that leave behind discord, anger, and even litigation. In this important webinar, our founding California Estate Planning attorney Jim Cunningham discusses seven simple but important Estate Planning strategies that can help ensure that your loved ones will want to gather for the holidays long after you are gone—in harmony, and remembering your legacy with joy. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about Top Estate Planning Strategies, click here: https://www.cunninghamlegal.com/california-legal-services/estate-planning/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/top-seven-estate-planning-strategies-to-guard-family-harmony/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Inheritance STRATEGIES for Your Wealthy Children

Wealth Secrets: A well-crafted estate plan can help ensure that your children can get their inheritance without paying a lot of taxes, and that they are protected from creditors, ex-spouses, and lawsuits. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for wealth transfer advice, estate planning, IRA and Roth IRA planning! Do you have financially successful adult children? What will happen when they inherit your money and properties—will they be hit with disastrous tax bills? Do they need inherited assets protected from creditors, ex-spouses, and lawsuits? Too often, people don’t give enough thought to passing wealth to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly after the death of a parent. Don’t miss this vital webinar on how to rethink your Estate Plan to protect the next generation even if they’re already doing well, including key Trusts and other structures! 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Income Tax Reduction Strategies for Professionals & 1099 Earners

Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help putting together you financial team, more income tax reduction tips, and business tax planning. Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about key tax and estate planning issues, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/ Or to learn more about tax retirement strategies for business owners, click here: https://www.cunninghamlegal.com/legal_webinars/crucial-tax-retirement-strategies-for-business-owners/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/income-tax-reduction-strategies-for-professionals-and-1099-earners/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss advanced tax planning, estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on our tax planning services or a California Living Trust!

Estate Tax Exemption Sunset 2026: Portability and IDGT Explained

Learn how the 2026 estate tax changes could impact you and strategies like portability and the IDGT to protect your assets. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and for advanced estate planning strategies. In this video, we dive into crucial estate tax planning topics. With the estate tax exemption set to sunset in 2026, the exclusion amount will be significantly reduced, impacting many. We'll explain the implications of this "death tax" change and how you can prepare. Discover how portability can benefit your estate and learn about the Intentionally Defective Grantor Trust (IDGT) as effective planning tools. Whether you're new to estate planning or updating your strategy, this video offers vital insights to navigate the upcoming changes and safeguard your assets. 👉 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. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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