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Education is getting more expensive, but most families are still using outdated savings strategies!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!

Oil and gas investing is not just about energy. It is about taxes, cash flow, and planning opportunities built directly into the U.S. tax code. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for tax planning, estate planning, and investment planning.

In this educational webinar, attorney and author Jim Cunningham joins the financial advisors at Ascent Wealth Management to break down the potential tax benefits of oil and gas investments for self employed professionals and W-2 high income earners. We will explain how long standing incentives like intangible drilling costs and depletion allowances work, why they have existed for nearly a century, and who they may benefit today. We will also discuss current developments in the oil and gas industry, production expectations, and how the political climate impacts domestic energy dominance and independence. If you are looking for alternative investments with real tax strategy implications, this conversation is worth your time.

👉 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!

Income tax from house property, income tax from salary, income tax from rental property, generation-skipping, and inheritance taxes, could all become a death tax to your heirs! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for income tax planning, death tax planning, and overall expert tax planning.

Do you know how to protect inherited wealth from unexpected tax burdens that could eat away at it? From federal estate taxes to income tax on IRAs, capital gains, and property tax reassessments, attorney & certified specialist Jim Cunningham will guide you through the complexities of managing these taxes. We’ll delve into the often-overlooked California inheritance tax implications that can significantly impact your assets. Plus, discover strategies to minimize your California inheritance tax burden! Don’t let unexpected tax burdens catch you off guard—arm yourself with knowledge and strategies to preserve your family’s wealth and fully understand what happens when you inherit money.

👉 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!

Prop 19 california explained: How can you minimize property taxes (or the inheritance tax) when you leave your family home or vacation home to your kids? Watch to find out! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a consult on property tax, inheritance tax, or other estate planning needs!

Our California Living Trust and Estate Planning attorneys are experts in Prop 19 transfer strategies and can explain how to save potentially hundreds of thousands, depending on the size of your estate!

The passage of Proposition 19 on the November 2020 ballot radically altered the landscape of PROPERTY TAXATION in California. Along with changing rules on tax assessment transfers, Prop 19 destroys or threatens the inheritance of Prop 13 caps on single-family, multi-family, commercial, and industrial property. In this LEGAL WEBINAR, our expert- Jim Cunningham examines the consequences and possible change of ownership strategies for property owners: anyone with children or grandchildren may want to consider immediate action to avoid property reassessment!

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!

Tax strategies and tips from financial expert in California, with traditional vs. Roth contributions, private retirement plan👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help putting together you financial team, more income tax reduction tips, and business tax planning.

Are you a self-employed professional? Do you mostly report 1099 income? Did you know that you can save thousands of dollars in income taxes every year through a little smart business planning? Learn how savvy self-employed folks can pay less taxes on their earned income using solid, but little-known strategies. Regardless of your financial knowledge, there’s probably a way you can pay less tax and keep more money! Don’t miss what may be one of the most important webinars of your financial life!

👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/

for California Living Trusts, Estate Planning, and Trust Administration.

To learn more about key tax and estate planning issues, click here: https://www.cunninghamlegal.com/legal_webinars/business-owners-key-estate-tax-planning-issues/

Or to learn more about tax retirement strategies for business owners, click here: https://www.cunninghamlegal.com/legal_webinars/crucial-tax-retirement-strategies-for-business-owners/

To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/income-tax-reduction-strategies-for-professionals-and-1099-earners/

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 advanced tax planning, 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 our tax planning services or a California Living Trust!

California Prop 19 estate planning can SAVE your low Prop 13 tax caps on family home or family farm, estate lawyer explains 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ to create your Prop 19 strategy & take advantage of tax caps.

Learn how to transfer your low Prop 13 taxes on the family home and family farm to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation.

Prop 19 DEVASTATED family property tax rights for Californians at all income levels. We explain a long-term game plan. DON’T MISS CunninghamLegal’s latest strategic advice to California homeowners and the legal community.

To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/homeowners-ca-prop-19-strategies-to-save-prop-13-tax-caps/

For more information about Prop 13 and Prop 19, click here:

https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/

👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/

for California Living Trusts, Estate Planning, and Trust Administration.

SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg

CONTACT us at https://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!