Few California property owners realize that there an additional exemption called Co-Tenancy exclusion that may be an even better solution to property tax reassessment, including the changes made by Proposition 19.

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for advanced tax planning, high net worth planning, and legacy planning! For some families, it may create a MAJOR opportunity to avoid property tax reassessment. The challenge is that the rules are highly technical, and one wrong move can destroy the opportunity entirely. In this webinar, estate planning attorney Jim Cunningham breaks down how the Co-tenancy Exclusion works, who may qualify, and why careful planning matters for families with shared real estate interests. You learn how co-tenancy rules apply to inherited property, and opportunities of planning in advance. Whether you own family property now, or expect to inherit California real estate in the future, this webinar helps you better understand an important and often overlooked planning opportunity.

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👉 Watch this video on our website: https://www.cunninghamlegal.com/what-is-the-prop-19-co-tenancy-exclusion/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/tax-planning-estate-taxes-charitable-trusts/

👉 Book a Call at 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

CONTACT us at 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 for California Estate Planning information

FREE LEGAL 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!

Education is getting more expensive, but most families are still using outdated savings strategies! As kids head back to school, many families are wondering: are we saving for education the smart way, or just the familiar way?

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for high net worth planning, tax planning, and estate planning. We will explore modern college funding strategies, the tax advantages of 529 plans versus using after tax dollars, and common planning mistakes that quietly cost families tens of thousands over time. You will leave with a clearer understanding of flexibility, control, and tax efficiency in education planning. This webinar is hosted by attorney Jim Cunningham, along with the financial advisors at Ascent Wealth Management.

👉 Watch this video on our website: https://www.cunninghamlegal.com/education-is-more-expensive-are-you-saving-the-smart-way/

👉 For more on this topic: https://www.cunninghamlegal.com/blog/financial-planning-and-investing/

👉 Book a Call at 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

CONTACT us at 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 for California Estate Planning information

FREE LEGAL 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!

If your long term care plan is based on what you heard in the last few years, it may already be outdated.

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment for advanced tax planning, high net worth planning, and estate planning.

In 2026, Medi-Cal brought asset limits back, and that one change alone reshapes long term care planning in California. In this eye opening webinar, attorney Jim Cunningham and advisors at Ascent Wealth Management explain what changed, why it matters, and how these shifts impact families long before a health crisis hits. We will cover the real cost of care in California, why Medicare still does not pay for custodial care, and how planning strategies are evolving, including hybrid long term care insurance and renewed Medi-Cal planning. Long term care is no longer a future problem. The rules changed. The costs are higher. And pretending this is someone else’s issue is no longer an option.

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👉 Watch this video on our website: https://www.cunninghamlegal.com/long-term-care-awareness-planning-for-care-costs-and-control/

👉 For more on this topic: 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/ 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

CONTACT us at 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 for California Estate Planning information

FREE LEGAL 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!