Savvy Estate Planning

Estate Planning for a $50 Million Estate

1 h 22 min · I går
episode Estate Planning for a $50 Million Estate cover

Beskrivelse

At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for estate planning, tax planning, and family wealth planning. When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/ [https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/] 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ [https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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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160 episoder

episode Estate Planning for a $50 Million Estate cover

Estate Planning for a $50 Million Estate

At this level, estate planning is no longer just about avoiding probate. It becomes a sophisticated balance of tax planning, asset protection, business succession, and preserving wealth across generations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for estate planning, tax planning, and family wealth planning. When your estate reaches $50 million, the stakes rise quickly and even small mistakes can cost your family millions. In this advanced webinar, leading attorney and CEO, Jim Cunningham, shares practical strategies used by high net worth families to protect substantial estates in today's changing legal and tax environment. Attendees gain insight into advanced trust planning, gifting strategies, family business transitions, and ways to reduce estate tax exposure while maintaining flexibility and control. Drawing from decades of experience in advising affluent families, Jim provides practical guidance to help families preserve wealth and protect their legacy for generations to come. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/ [https://www.cunninghamlegal.com/estate-planning-for-a-50-million-estate/] 👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/ [https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

I går1 h 22 min
episode Who Needs a Living Trust? cover

Who Needs a Living Trust?

Who really needs a living trust? A living trust can help you avoid probate, maintain privacy, and create a clear plan for managing your assets if you become incapacitated. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for estate planning, creating a living trust, and probate avoidance. If you own real estate, have minor children, run a business, or simply want to make life easier for your family, a living trust may be the right tool. In this webinar led by attorney Jim Cunningham, we explain who benefits most from a living trust, how it works, and when a simple will is not enough. Planning today prevents chaos tomorrow. Register and find out if a living trust makes sense for you. CHAPTERS 👉 Watch this video on our website: https://www.cunninghamlegal.com/who-needs-a-living-trust/ [https://www.cunninghamlegal.com/who-needs-a-living-trust/] 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ [https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

30. juni 20261 h 15 min
episode If Someone Dies with DEBT... Who Pays It? cover

If Someone Dies with DEBT... Who Pays It?

What happens to debt after death? Learn who pays, what creditors collect, and how estates, trusts, spouses, kids are protected. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] for answers on debts, creditors, trusts, family, or heirs. After a person dies, spouses, families and other loved ones are often left with unanswered questions about bills, creditors, and responsibility. This webinar explains what really happens when people die with debt, who is legally responsible for paying it, and when children, spouses and loved ones are not on the hook. Learn how debts are handled through estates and trusts, which obligations die with the borrower, and what creditors can and cannot collect. Clear, practical, and reassuring, this program is designed to replace fear with facts and help families avoid costly mistakes. Register now for this webinar led by estate planning attorney Jim Cunningham. 👉 Watch this video on our website: https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/ [https://www.cunninghamlegal.com/if-someone-dies-with-debt-who-pays-it/] 👉 For more on this topic: https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/ [https://www.cunninghamlegal.com/blog/after-a-death-trust-administration-trustees-executors-and-probate/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

23. juni 20261 h 3 min
episode Estate Planning for $15M Estate cover

Estate Planning for $15M Estate

Build a $15M estate plan that protects your spouse, shields your kids’ inheritance, and reduces taxes while creating impact! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [https://www.cunninghamlegal.com/book-your-appointment/] to protect your family’s wealth, design smart tax strategies, and create a legacy plan that actually works. You did the hard part. You built a $15 million estate. Now comes the part most people fumble. In this straight-talking webinar, estate attorney Jim Cunningham walks you through how to turn wealth into a lasting legacy. We cover how to protect your spouse, safeguard your children’s inheritance from lawsuits and divorce, and use strategic gifting to reduce future estate taxes. You will also learn how to support causes you care about without giving Uncle Sam a bigger slice than necessary. This is not theory. It is practical planning that puts your money to work for your family and your values. 👉 Watch this video on our website: https://www.cunninghamlegal.com/estate-planning-for-15m-estate/ [https://www.cunninghamlegal.com/estate-planning-for-15m-estate/] 👉 For more on this topic: https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/ [https://www.cunninghamlegal.com/blog/estate-planning-basics-wills-living-trusts-poas-and-the-role-of-your-attorney/] 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

16. juni 20261 h 16 min
episode Oil and Gas Investing Explained! Tax Benefits for High Earners cover

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/ [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/ [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 [https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1] CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ [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 [https://www.CunninghamLegal.com] for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/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!

9. juni 202659 min