CunninghamLegal
California Retirement Pitfalls to LOOK OUT For!
59:00
CunninghamLegal
Capital Gains is a HIDDEN Death Tax!
29:46
CunninghamLegal
Prop 13 California: How it Benefits us Today
36:18
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Inheritance Planning? Are YOU Ready to Inherit?
59:04
CunninghamLegal
Income Tax is a Hidden DEATH Tax!
23:53
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Fire Recovery: Rebuilding with Resilience and Tax Awareness
38:14
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LLC, Corporation or Partnership: Which legal structure is Best?
51:26
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Settling a Trust After Death: Dissolving a Trust!
59:18
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Retiring in California: Financial Planning & RMD Strategies
56:30
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How do Attorneys Charge?
30:44
CunninghamLegal
Hidden Taxes When You Inherit
53:14
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How Much Does a Living Trust Cost in 2025?
45:46
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The Corporate Transparency Act Update!
33:21
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Donor Advised Funds vs Private Foundations
47:09
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Is Adding Your Child to Your Title a Bad Idea?
50:21
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Business Succession Planning for CPAs
45:49
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What is a Living Trust? (Living Trust 101)
35:22
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What to Expect from the Market After the Election!
50:23
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Pet Trusts: Your Pet's Care, Covered
26:38
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Election Results 2024! Taxes and You: Prepare for What's Next
49:48
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What to do with Real Estate in a Living Trust?
29:50
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What to DO with Real Estate After Somebody Dies?
1:07:10
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Difference between a Trust and a Will!
50:56
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The True Cost of RETIRING in California: What You Need To Know
1:10:23
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What to expect with markets leading up to a Presidential Election?
1:01:46
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Inherited IRAs: Risks for Special Needs
18:26
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Special Needs Trusts: A Lifeline for Your Loved One's Future
42:32
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Business Succession Planning: Building a Business that LASTS!
49:14
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How to Set Up a Charitable Trust!
18:22
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Charitable Giving Benefits: An Inside Look!
31:08
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Independent Trustee: Should you have one for your Living Trust?
55:58
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Maximizing Tax Incentives! Oil & Gas Investments
38:14
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
59:20
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721 Exchange: A New Strategy in Real Estate Investment!
1:07:10
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Retiring in California: How Does it Work and Is it for You?
42:08
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California Probate: Costs, Navigation, and Probate Alternatives
47:03
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Tax Law Changes in 2026: Expiration of the 2017 Tax Cuts and Jobs Act
55:39
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Why should you RETIRE in California?
31:16
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What is a Living Trust? Living Trusts EXPLAINED
36:06
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Remarried? Blended Family? CRITICAL Estate Planning Issues
57:27
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What is the cost of probate in California?
21:11
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Living Trust COST and WHY?
44:11
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Estate Tax Exemption Sunset 2026: Portability and IDGT Explained
20:02
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Probate Process From Start To Finish
40:12
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Real Estate Investing... NOT in California!
1:09:13
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Asset Protection and the Corporate Veil
52:23
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Estate Planning For College Students and High School Graduates
39:06
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Oil and Gas Investing is A Tax Mitigation Strategy
30:43
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Will My Spouse and Kids Inherit Everything?
28:54
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Trust Administration Checklist CALIFORNIA
55:45
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Retiring in California: Pros and Cons
40:07
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Tax Loss Harvesting: What is it?
20:22
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When Should You Have a Comprehensive Financial Plan?
1:00:42
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How to Avoid and Defer Capital Gains Tax
49:49
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Prop 19 California: What is it?
48:10
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Do you have a GOOD Living Trust?
32:17
CunninghamLegal
The Presidential Election's Impact on the Economy and Your Finances
56:36
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Gifting Money to Family: Savvy Estate Planning
31:35
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Dying WITHOUT a Will: Intestate Succession California
48:45
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Starting and Selling A Business! Maximizing Price
46:02
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Don't Get Trapped: Spotting the Signs of a BAD Living Trust
37:55
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Housekeeping items for your Financial Health 2024
1:09:07
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Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
55:22
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Corporate Transparency Act: What You Need to Do NOW
32:15
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Holding Company EXPLAINED
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What NOT to Put in Your Living Trust
19:11
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Good Living Trust v. Bad Trust: How to Tell the Difference?
47:44
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Financial Fraud Prevention
55:23
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Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors
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Art, Antiques, and The IRS: A Crash Course on Estate Planning and Collectibles
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Using an LLC for Real Estate Investing: The Ultimate Guide
58:07
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Maximizing Tax Savings with Charitable Giving
50:46
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How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!
20:09
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Estate Planning for Widows & Widowers: When Your Spouse Dies
27:55
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Planning Considerations for Business Owners: Taxes, Finances
53:17
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5 Top Strategies to AVOID Death Taxes
54:38
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Passive Income Streams: Thinking beyond real estate
47:55
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Incapacity: Savvy Planning for The Inevitable
49:06
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Funding a Living Trust: 5 Ways!
41:50
CunninghamLegal
How Can Successor Trustees Get PAID?
1:01:17
CunninghamLegal
Estate Planning for Spouses: Maximizing Tax Strategies as a Couple
29:06
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CONCEPTOS BÁSICOS de la Planificación Patrimonial
51:40
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2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
50:46
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What is an AB Trust?
17:42
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How to Pass on Real Estate Under Prop 19
48:52
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Legacy Life Insurance Policies: Is your coverage evolving with your needs?
48:30
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Can Income Tax Planning Lower Your Income Taxes?
50:55
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When and How to PROBATE Real Estate Properties in California!
42:22
CunninghamLegal
Joint vs Separate Living Trust: What’s Right for YOU
45:22
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How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts?
40:25
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STOCK MARKET Mid Year Market Outlook & Insights for 2023
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AB Trusts: The Good, The Bad, and The Ugly
44:47
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Inheritance STRATEGIES for Your Wealthy Children
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A Deeper Dive Into Oil and Gas!
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Dynasty Trusts: Not Just for the Super Rich!
40:45
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Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
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CunninghamLegal
RETHINK Your California Retirement Planning Strategy
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Choosing and Educating Your Future Trustees Do it Right!
47:37
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How to Leave Your Kids a Fortune Without Ruining Their Lives!
38:38
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What If My Spouse Remarries? Protecting Your Kids After You’re Gone
36:57
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What is estate planning? Avoid Probate, Save Taxes & Protect Your Legacy
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Collapse of Silicon Valley Bank and Investing in the Slowing Economy
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Protect Your Wealth! SECRETS to Assemble Team of Advisors!
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ERC credit 2023: Employee Retention Tax Credit Mitigation
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LLC vs Corporation: Which Is BEST for My Business?
47:52
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NEW Proposed Tax Laws LTC Policies: Repurpose Life Insurance
59:57
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Estate Planning for Spouses, Widows, and Widowers: PLAN NOW
56:46
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What HAPPENS in a Trust After Death or Incapacity?
18:32
CunninghamLegal
Roles of People Named in a Trust: Trustees, Beneficiaries, & More
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How Do Trusts WORK?
30:37
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Income Tax Reduction Strategies for Professionals & 1099 Earners
36:46
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Stung by 2022? Get Your 2023 Financial Act Together!
56:45
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Family Office: Why High Net Worth Families Should Consider a Family Office
32:56
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What Will Updating a Living Trust Cost in 2023 and WHY?
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Market Insights for 2023 with Phil Blancato
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How Wealthy People Structure Estates to Reduce Taxes
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Business Owners: KEY Estate & Tax Planning Issues
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Eight Important Things to Discuss at the Thanksgiving Table
52:20
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Strategies to Help Your Child BUY A HOME: Gift, Title, Will & Trust
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How to AVOID the Top 9 Most Common Tax Traps!
56:31
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Top Seven Estate Planning Strategies to GUARD Family Harmony
47:08
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CRUCIAL Tax & Retirement Strategies for Business Owners
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How to Screw Up an Estate: Will and Trust Disasters
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Women Live Longer: Estate Planning for Women
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Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
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CunninghamLegal
Financial PRIVACY Strategies in Estate Planning
42:13
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Selling a Family Business? Don’t Ignore Tax Issues!
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Inflation Reduction Act and 12 Hot TAX Tips for 2022 into 2023
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It’s What You KEEP! Important Tax Planning When Investing
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Legal & Estate ISSUES for College Age Kids Important Tips
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How to CUT Your Tax Bill When Selling Real Property
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TOP 10 STEPS: So You Don’t Outlive Your Money in Retirement
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What To Do When Someone Important in Your Life Dies: CRUCIAL Actions
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LAST CHANCE: Oil & Gas Govt Tax-Subsidized Investments in July & Aug
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Business Owners: How to PROTECT Assets and Cut Taxes!
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What Do I Do If I SUDDENLY Become a Successor Trustee?
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Multi-Generational Estate Planning: LONG-TERM TIPS
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CRUCIAL Estate Planning for Life Partners & Unmarried Couples
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High Power INVESTING with a Self-Directed IRA & 401(k)
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Insider Economic UPDATE for 2022 into 2023: Market Tips!
1:02:42
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Why & HOW to Use an LLC for Real Estate Investing in CA
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Medical Professionals: SPECIAL Estate Planning Issues
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Life Insurance—Getting It RIGHT and Getting It WRONG
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How Can I Create a Trust for My PET If I Die?
22:16
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Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement
1:01:42
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Millennials & Their Families: HOT Estate Planning Topics
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IRA Tips: Get CREATIVE with Your RMD Strategies!
1:00:23
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How to Keep Assets Private & PROTECT them from Creditors
49:28
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Savvy Estate Planning: Avoid the Top 10 MISTAKES
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FIGHT TO FIX CA Prop 19: Save Your Home For Your Children
53:43
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ADVANCED Tax Strategies-- Successes & Catastrophes
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Start 2022 Tax Planning NOW Kick Strategies into High Gear
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Trustees AT RISK – How to Avoid Being Sued or Even Jailed
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Building the Best FINANCIAL TEAM: Selecting CPAs, Lawyers, & Planners
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Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
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Top Estate Planning GAME CHANGERS for 2022
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Nervous About the Market? Rethinking Portfolio RISK
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INSIDER Stock Market Analysis with Phil Blancato
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Giving the Gift of Education: PITFALLS and Tax Advantages
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Build Back Better TAX PLANNING 62.1% Tax Rate!
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How to PREPARE Financially for the Death of a Spouse
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CRITICAL 401(k) Year End Review Planning for Business Owners
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FINANCIAL Forecast from Washington DC: Advice and Updates
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HOT Income Tax Strategy for High Earners: Commercial Solar
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Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap
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MAJOR Shifts to Biden Tax Plan, Prop 13/19 Breaking News
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CunninghamLegal The Living Trust Lawyers Live Stream
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Creative Income TAX STRATEGIES for BUSINESS Owners in 2021
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Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?
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1031 Exchanges: What Real Estate Investors Need to Know
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Greater L.A. Real Estate Market 2021–Get In or Get Out?
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Sacramento Capital Region Real Estate Market 2021–Get In or Get Out?
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Bay Area Real Estate Market 2021–Get In or Get Out?
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Private Real Estate Transaction with KNOWN BUYERS: Real Estate Tips
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FUNDAMENTALS to Get Started on a Living Trust: Estate Tips!
58:18
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Tax Strategies to Get the MOST Out of Annuities: Financial Tips!
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Hidden Legal TRAPS for California Residential Rental Landlords: Real Estate Tips
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Cryptocurrency: The HOT Tax & Estate Planning Issues
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Top 10 MISTAKES Handling Aging Parents’ Affairs: Estate Planning Tips!
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Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!
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Avoiding HIDDEN & Tricky Charges from Financial Advisors: Tax Tips
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PROTECT a Child’s INHERITANCE from Future Ex-Spouse: Estate Planning Tips!
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Home & Family Farm Owners: CA PROP 19 Strategies to SAVE Prop 13 Tax Caps
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What is a Trust Protector and Do I NEED One? Estate Planning Tips
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Business Owners: How to STOP OVERPAYING on 401k - Financial Tips
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LEAVE California to Retire? Is the Grass Really Greener? TIP
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Estate Planning for Homeowners With PROP 19: Some GOOD News
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ADVANCED Estate Planning for High Net Worth Families: Tax Tips
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Elder Care SAFE in Nursing Home? Estate Attorney on Finances
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Business Succession Planning: ESSENTIAL Estate Planning Tips
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RETHINK Financial Planning 2021: Expected Tax Law Change TIP
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MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
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PPP Loans, TAX PLANNING in Biden's First 100 days: Tax Tips!
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Fine art of Disinheriting an Heir: EFFECTIVE Legal Tactics
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Asset Protection in CA: NEW ERA in PRPs, Homestead Exemption
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Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
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ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
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CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning (UPDATE IN DESCRIPTION)
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How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
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Taxes be GONE: Charitable Trusts, Giving in Estate Planning
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