Inheritance STRATEGIES for Your Wealthy Children
Wealth Secrets: A well-crafted estate plan can help ensure that your children can get their inheritance without paying a lot of taxes, and that they are protected from creditors, ex-spouses, and lawsuits. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for wealth transfer advice, estate planning, IRA and Roth IRA planning!
Do you have financially successful adult children? What will happen when they inherit your money and properties—will they be hit with disastrous tax bills? Do they need inherited assets protected from creditors, ex-spouses, and lawsuits? Too often, people don’t give enough thought to passing wealth to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly after the death of a parent. Don’t miss this vital webinar on how to rethink your Estate Plan to protect the next generation even if they’re already doing well, including key Trusts and other structures!
👉 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.
00:00 Inheritance STRATEGIES for Your Wealthy Children
03:51 Three Big Questions
08:31 Inheritances and Death Taxes
13:56 Multi-Generational Mindset
16:30 Upcoming Tax Changes
19:47 What is a Dynasty Trust & how can I use it?
30:04 IRAs, Death, & The Beatles
38:23 Contact Us!
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!
#cunninghamlegal #estateplanning #wealthtransfer
Видео Inheritance STRATEGIES for Your Wealthy Children канала CunninghamLegal
Do you have financially successful adult children? What will happen when they inherit your money and properties—will they be hit with disastrous tax bills? Do they need inherited assets protected from creditors, ex-spouses, and lawsuits? Too often, people don’t give enough thought to passing wealth to already-wealthy children and grandchildren. Again and again, we see stale Estate Plans, written when kids were in very different circumstances, that play out poorly after the death of a parent. Don’t miss this vital webinar on how to rethink your Estate Plan to protect the next generation even if they’re already doing well, including key Trusts and other structures!
👉 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.
00:00 Inheritance STRATEGIES for Your Wealthy Children
03:51 Three Big Questions
08:31 Inheritances and Death Taxes
13:56 Multi-Generational Mindset
16:30 Upcoming Tax Changes
19:47 What is a Dynasty Trust & how can I use it?
30:04 IRAs, Death, & The Beatles
38:23 Contact Us!
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!
#cunninghamlegal #estateplanning #wealthtransfer
Видео Inheritance STRATEGIES for Your Wealthy Children канала CunninghamLegal
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26 мая 2023 г. 6:00:01
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