Multi-Generational Estate Planning: LONG-TERM TIPS

Living trust attorney Jim Cunningham gives tips on Estate Planning with a long-term 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 multi-generational 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 multi-generational 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: Co-Tenancy Exclusion, LLC and "Non-Original Owner"
-State Death Taxes
-Role of the Trust Protector
-What to do: The Punch List for multi-generational protection

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

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

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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: 1-866-988-3956 for a consultation on a California Living Trust!

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