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Multi-Generational Estate Planning: LONG-TERM TIPS

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CunninghamLegal

Living trust attorney Jim Cunningham gives tips on Estate Planning with a longterm view, especially California Estate Planning Book a Call at https://www.cunninghamlegal.com/book... to learn about living trust cost, California estate tax, and meet with an expert Estate Planning Attorney to secure your family's financial health for generations!

No matter what the size of your estate, thinking in multigenerational terms can provide a tremendous benefit to the people you love. It’s not just about avoiding probate or minimizing taxes when you die. It’s also about creating a legacy that will last for generations. Buy the Savvy Estate Planning Book or watch this video with Jim to learn more on this very special topic!

This video includes discussion of:
Why consider multigenerational estate planning and generational wealth issues
Foundational Estate Plan
Generation Skipping Transfer Tax (GSTT) Strategies
Training Future Generations: Tips
Training Future Generations
Preserving Prop 13 Tax Base: CoTenancy Exclusion, LLC and "NonOriginal Owner"
State Death Taxes
Role of the Trust Protector
What to do: The Punch List for multigenerational protection

Book a Call at https://www.cunninghamlegal.com/book...
for California Living Trusts, Estate Planning, and Trust Administration.

To learn more about https://www.cunninghamlegal.com/calif..., click here:

To watch this video on our website, click here: https://www.cunninghamlegal.com/legal...

SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM...

CONTACT us at https://www.cunninghamlegal.com/calif... 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: 18669883956 for a consultation on a California Living Trust!

#cunninghamlegal #estateplanning #legacy

posted by jhonnypunkerb2