ADVANCED Estate Planning for High Net Worth Families: Tax Tips

Special estate planning strategies are not just available, but often necessary for high net-worth families. Our founder Jim Cunningham, author of the best-selling “Savvy Estate Planning,” will speak in plain English about the so-called secret strategies that expert attorneys use to efficiently transfer wealth to the next generation and minimize gift, death, and income taxes.

A must-see webinar for families with $5 million or more in assets. Note: some kinds of gifting should be completed soon, as there is an important deadline for death tax planning on 12/31/22.

For more High-Net-Worth Tax Planning tips, click here:

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





PHONE: [phone] for a consultation on a California Living Trust!

© 2021 CunninghamLegal; 1.11.23 TC

#estateplanning #cunninghamlegal #taxplanning

[josephinebardot]

Usually, I never comment on videos, but your video is so convincing that I become unable to stop myself from doing something about it. You’re doing a great job Man, Keep it up.

[wuklan]

Wonderful, high-level, entertaining presentation. Thank you Jim!

[JS-fomd]

Very good author is well rehearsed here and thorough.

[steve]

Hey Jim just saw you pop up on my feed. You look and sound well!

[dhun]

At what age should we start estate planning?

[FJF]

Citizen by Investment in a number of countries ; i e, Switerland