ADVANCED Estate Planning for High Net Worth Families: Tax Tips

Рет қаралды 24,450

3 жыл бұрын

If you have a high net worth, you and your family MUST consider these advanced Estate Planning strategies to lower your taxes! 👉 Book a Call at cunninghamlegal.com/book-your... to discuss the CRITICAL tax planning actions to consider!
Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of the best-selling “Savvy Estate Planning,” will speak in plain English about the so-called secret strategies that expert attorneys use to efficiently transfer wealth to the next generation and minimize gift, death, and income taxes.
A must-see webinar for families with $5 million or more in assets. Note: some kinds of gifting should be completed soon, as there is an important deadline for death tax planning on 12/31/22.
To watch this video on our website, click here: www.cunninghamlegal.com/legal...
For more High-Net-Worth Tax Planning tips, click here:
www.cunninghamlegal.com/calif...
👉 Book a Call at cunninghamlegal.com/book-your...
for California Living Trusts, Estate Planning, and Trust Administration.
SUBSCRIBE to California Estate Planning KZfaq Channel / @cunninghamlegal
CONTACT us at 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: www.CunninghamLegal.com for California Estate Planning information
FREE LEGAL WEBINARS: www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!
PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
© 2021 CunninghamLegal; 1.11.23 TC
#estateplanning #cunninghamlegal #taxplanning

Пікірлер: 16

@josephinebardot8403 Жыл бұрын

Usually, I never comment on videos, but your video is so convincing that I become unable to stop myself from doing something about it. You’re doing a great job Man, Keep it up.

@CunninghamLegal Жыл бұрын

Wow, thank you!

@KevinNThomasII 3 жыл бұрын

Fantastic information!! THANK YOU

@alexcenteno8034 3 жыл бұрын

Excellent information!! Thank You!!

@LAKitchen 3 жыл бұрын

GREAT INFO

@wuklan 2 жыл бұрын

Wonderful, high-level, entertaining presentation. Thank you Jim!

@CunninghamLegal 2 жыл бұрын

Glad you enjoyed it!

@steve8729 2 жыл бұрын

Hey Jim just saw you pop up on my feed. You look and sound well!

@CunninghamLegal 2 жыл бұрын

Thank you, Steve. We are all feeling great!

@JS-fo1md 3 жыл бұрын

Very good information.....the author is well rehearsed here and thorough.

@FJF119 2 жыл бұрын

Citizen by Investment in a number of countries ; i e , Switerland

@CunninghamLegal 2 жыл бұрын

Hello! Please subscribe if you enjoyed our content! Yes, that is the goal! Our country has every bit of opportunity to be as green as Switzerland, it will just take time. We will see you next time for more financial savvy tips!

@dhun007 2 жыл бұрын

At what age should we start estate planning?

@scallahanco 2 жыл бұрын

As soon as possible. Estate plans include wills, medical directives, power of attorney, A trust can be part of an estate plan but does not need to be.

@ronnyi3714 2 жыл бұрын

Does it makes sense to look at this when your in you late 30s - for HNW couple with young kids?

@CunninghamLegal 2 жыл бұрын

People should start estate planning with a Power of Attorney and Health Care Directive at age 18. Buying a first house or having a child often time triggers people to set up a will or trust.