CunninghamLegal

Happy Birthday, Jim! 🎉 Today, we celebrate not just a year older, but a year of outstanding leadership, visionary thinking, and unwavering dedication. Thank you for founding our firm with a spirit of resilience, for driving us towards excellence, and for always believing in the power of teamwork. Cheers! - Your Team @ CunninghamLegal

Families with significant assets, business interests, and real estate holdings may benefit from advanced tax planning and other wealth-preservations techniques from CunninghamLegal. Indeed, anyone holding property should also consider professional legal guidance on issues related to property taxes, including Proposition 13 and Proposition 19 in California. Read more on our website: https://hubs.la/Q02rcxLc0

Thinking of retiring in California? Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons of California retirement. From the allure of the golden state's beautiful climate to understanding California retirement taxes, we'll cover both the charms and challenges of retiring in California. We'll delve into the cost of living, tax implications, and lifestyle benefits. Don't leave your retirement to chance. Be informed, be prepared: https://bit.ly/43G9TZl

Happy Easter to you and your family! May your day be filled with lots of love, laughter, and chocolate.

Why Are Living Trusts So Long? It’s because life is complex and unpredictable. Each part of the trust is there to answer questions like, “What happens if the person in charge can’t do their job?” or “How are things handled if I can’t make decisions?” The language can be long and complex so there is no question or ambiguity in the interpretation later on. A Living Trust should get the job done without going to Probate Court. Read more here: https://bit.ly/3VDxuaM

We have an exciting announcement! You can now calculate approximate probate fees in California with our fast, user-friendly tool on our website. This showcases the critical significance of estate planning and having a fully funded living trust! Try it now: https://bit.ly/3xdsY94

What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporating into your business, tax, or estate plan? We'll cover the why, when and importance of developing a Financial Plan! Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial planning: https://hubs.la/Q02mg5FB0

Happy St. Patrick's Day from CunninghamLegal! Even those tricky leprechauns could use some asset protection for their treasures. We can help YOU protect your own pot of gold. Have a wonderful St. Patrick's Day!

Are you looking to minimize your capital gains tax liability? Join attorney and author Jim Cunningham in this informative webinar as he breaks down strategies to avoid and defer hefty capital gains taxes. Whether you're selling a property, stocks, or other assets, the tax implications can be significant. Make sure you minimize the bite! With Jim's expert guidance, navigate the complex topic of capital gains tax mitigation with confidence: https://hubs.la/Q02mf9qZ0

Not all assets should go into a Living Trust! IRAs, 401(k)s, annuities and life insurance typically do not go into your Living Trust. These assets simply don’t fit within the framework of a Living Trust. Read why that is here: https://hubs.la/Q02mgYFX0