How do you know you found the right lawyer with the basic estate planning protections? It seems they all lean towards a trust & the boogie man probate is the driver.
@@CunninghamLegalSorry Mr. Cunningham there is no such thing, even National Institute of Certified Estate Planners admired the Trust Failed. We need the Forgery Proof Legalese Administration Lawyers and team of 5 Allied Legal Professional Trust Guardians NICER Permission Ledger Arbiter Interdiction Trust Financial Elder Abuse Defense Administration.
@@CunninghamLegal National Institute of Certified Estate Planners caveated the Estate Plan Trust failed. Look for a Notary Index Crime Enforcement Regulatory Approved Forgery Proof Legalese Administration Lawyer. With the Latin Law Permission Ledger funded, recorded, monitored, validated, and certified Arbiter Interdiction Trust in a few months. With a 33-year reform dispatching NICER 837PC Citizens and Sheriffs to respond and arrest Financial Elder Abusing quit clam jumping title deed thieves. Crawling out of the woodwork with inheritance and legacy wealth transfer thieves.
I'm in Auburn CA. & am named as trustee for my parents Living Revocable Trust and soon will need administrative help. I'd like the consultation as I'm slowly assembling my team. Thank you
We are here to help. Our Corporate office is based out of Auburn, CA. Here is the contact information for that office: www.cunninghamlegal.com/living-trust-and-estate-planning-attorneys-auburn-california/ (530) 269-1515 Additionally, here's a video on What Happens in a Trust After Death or Incapacity so you feel best prepared for what comes next: ua-cam.com/video/9kwAWr0HkDU/v-deo.html
If you have an IRA but you don’t have but $20,000 in it is it best to sell it and put it in your regular savings account to keep from having to go through that IRA stuff or forms etc.
If you don’t plan properly, a whopping 90.3% of your IRA can go to taxes when you pass it on to your loved ones! Here is a link to an article that explains an estate planning strategy to protect your IRA: www.cunninghamlegal.com/ira-legacy-trusts/ For a consult with one of our attorneys please visit: www.cunninghamlegal.com/california-law-offices/contact/ or give us a call at 866.988.3956
I think it is the complete opposite :). IRA and other retirement accounts by nature have beneficiaries already declared, and so they will never need to go through probate = distributions will happen directly to the beneficiaries. Bank accounts, however, don't always are the POD (payable-on-death) type where beneficiaries can be declared. In this case these bank accounts will end up going through probate if not listed as trust assets.
@@spikermike2843 Thank you the first post don’t like take the ira money would cause taxes and put in bank savings loose intrest on what a ira presently getting .
Even tho California has no asset limit for medi-Cal Beneficiaries, Medi-Cal requires you report 100% of your inheritance within 10 days. How can you do this within 10 days when it takes months? Covered California, on the other hand, says you don’t have to report when you receive and inheritance, but have to report when you sell an asset. Why the discrepancy?
My parents owned the property originally. They divorced. Daughter purchased the property at 550,000. The father then put the property back into his name, but did not release the title back before prop 19. If the daughter takes it back, will the assessment go back to the original $60,000 purchase or from her purchase at 550,000? This property is in LA County.
If it is the family home (or farm) it may qualify in full or in part for the family home reassessment exclusion under Prop 19. Please check out our recent video on Prop 19: ua-cam.com/video/gPZQonQM8rI/v-deo.htmlsi=fapeWeAYGKylFBsw or contact our office.
@@CunninghamLegal We don't worry about divorce and creditors, we're worried about dishonest Scammers, Spammers, and Estate Planners selling an Estate Plan with Advanced degrees that NICEP bravely caveated failed.
Yes, professional Trustee services can be an option! Please see this video on Educating Your Future Trustees for more information: ua-cam.com/video/uACZ59DXLyI/v-deo.htmlsi=vV3NuWAw-AI0GqHa
@@CunninghamLegal It is clear you're an ethical Lawyer would you consider being a Successor Trustee and include it in the NICER Prebate Nickel or an executor charging the NICER Probate Dime and distribute the estate promptly, once you're comfortable with Notary Index Crime Enforcement Regulatory Financial Elder Abuse Defense Network?
Inheritance thieves use both of them to steal our homes so get a NICER approved Legalese Lawyer’s Arbiter Interdiction funded, recorded, monitored, verified, and certified Trust.
Greedy trustees and thieves use these to steal our grantees legacies without NICER approval Legalese Administration Lawyers to defend vulnerable Grantors and Grantees Legacies.
Don't do it there are dozens of steps in an inheritance administration needing Lawyers to County Fund, NICER Record, Arbiter Interdict, Trust Guardian Validate, and Trusted Advisor certify heirs. To inventory, appraise, transfer, distribute and settle administrations that Trust warn, Permission Ledger Monitor, and NICER expose Inheritance thieves. With 837PC Citizens and sheriffs on call to arrest trust forgers and quit claim jumping financial elder abusing title deed thieves, with forgery proof documents, yearly checkups, and Hollywood style Trust reading to keep the peace.
Great idea! It is never to late to safeguard you and your families assets. When your ready, we will be happy to start the conversation with you. Please use the link to book an appointment. www.cunninghamlegal.com/book-your-appointment/
I’m located in Los Angeles county. Can you let me know how much you would charge to put together a simple trust and pour over will? Single, no children, only one bedroom condo.
Thank you for your interest in our services. Unfortunately, we can't provide quotes on UA-cam because we need to fully understand the facts of your estate, which can be more complex than it may seem. This can be resolved during an initial consultation, where we can discuss your needs in detail. During the consultation, you might find that you're interested in additional services such as asset protection, tax planning, and more that we offer. Please contact us to schedule an appointment or watch our recent video where we give hypothetical examples: ua-cam.com/video/Q5m1ynLXCrY/v-deo.html
CunninghamLegal provides complete Trust Administration Services in California, regardless of where you as a Trustee are located-and we often work with people located out of state. Please consider contacting us right away when you become the Trustee of an Estate in California: www.cunninghamlegal.com/california-law-offices/contact/ Every day our offices work with heirs and trustees who have gotten themselves in a bind, and sometimes even legal trouble, because of the way they have misunderstood the steps they had to take. If they had come to us earlier, much strife could have been avoided. We have offices throughout California, and we offer in-person, phone, and Zoom meetings. Just call (866) 988-3956 or book an appointment online: www.cunninghamlegal.com/california-law-offices/contact/
@@CunninghamLegal Does your services include dozens of hours in a NICER forgery proof inheritance administration to County Fund, NICER Record, Arbiter Monitor, Trust Guardian Validate, Expert Trusted Advisor Certify Latin Law Permission Ledger Arbiter Interdiction Trust? To dispatch NICER 837PC Citizens and Sheriffs to arrest Trust warned, Validation Tracked, and NICER exposed identity, inheritance, forgers, counterfeiters, and anonymity thieves? We want a complete administration costing a Prebate Nickel, or NICER Probate Dime to avoid the Estate Plan mistakes and Quarter Litigation.
Hi, yes we are offering consultations! If you have any California assets or connections to California, it's possible we can help you! Please contact us using the form on our website or calling our main office line: www.cunninghamlegal.com/california-law-offices/contact/ or 866.988.3956. We look forward to speaking with you!
would it be wise to add an addition LT? we do have one in place with other property which my bro and sis will take...my dad is wanting to give me the property now but taxes will kill me... I am looking to put assets to work.. should I draw up a new trust on just the property he is giving me?
You should reach out to us, there may be a way to minimize taxes and provide creditor protection if your father is looking to transfer the property to you. Book a free 15 min call with one of our client specialists here: www.cunninghamlegal.com/book-your-appointment/
This old man says no, you want to amend the original Trust adding Permission Ledger security, fund all the Real Estate in the Schedule A and get a Legalese Lawyer to Arbiter Peace between the Siblings.
@@ConcernCitizen-w1y it’s been fixed Without my sister knowing my dad resigned to bring back trust to its original form We did a sub trust removing one property From the trust of which I am now the trustee and in control of, it Cost me money but it had to be done. Some siblings will do crazy shit She still don’t know we reversed her changes
I’m single, 65, no children. I own a one bedroom condo… i have some brokerage accounts but my estate is not complex. Shall i pay $2,500-4,000 for an estate plan? I think this is an unreasonable amount for my situation.
Thank you for sharing your situation. While the cost of an estate plan may initially seem high, it's essential to consider the top 3 potential savings and benefits a living trust can offer: Designating Beneficiaries: With a living trust, you can clearly designate who will receive your assets, ensuring your specific wishes are honored. Without a plan, California intestacy laws and Probate Court would govern your estate, potentially passing your assets to parents, siblings, or more distant relatives, which might not align with your wishes if you wanted assets to go to friends or charitable organizations. Cost of Probate: Probate can be a lengthy and costly process, often amounting to 4-8% of your estate's value in fees. Probate fees are calculated based on the gross value of your estate, not the net value. For example, if you own a condo worth $500,000 with a $200,000 mortgage, probate fees could be assessed on the full $500,000 value, not just the $300,000 equity. This could mean $20,000 to $40,000 in probate costs, significantly higher than the cost of setting up a living trust. And that's just the condo! In Probate, fees will be based on all assets, including the brokerage accounts. We have a probate fee calculator on our website so you can see the difference: www.cunninghamlegal.com/california-probate-fee-calculator/ Incapacity Planning: Incapacity planning is crucial as it designates someone you trust to manage your financial affairs and healthcare decisions if you become unable to do so, preventing court intervention and potential familial disputes. It also allows your medical preferences to be honored and provides peace of mind that your affairs are in order.
@@CunninghamLegal Sorry George and Criss know what you don't know because they tried this, and greedy trustees and guardians steal our legacies when we're too vulnerable to reach out to you for help. Our $8000.00 Estate Plan failed and the Estate Planner who promised peace of mind ran from the plan. We actually need NICER's 33-year reformed Complete Inheritance Administration not a Plan to avoid the Estate Plan that cost us 50% in Billable Litigation Hours.
This is such a great video and thank you for putting this information out. I needed this.
How do you know you found the right lawyer with the basic estate planning protections? It seems they all lean towards a trust & the boogie man probate is the driver.
Look for an Estate Planning Attorney who is also a Certified Specialist.
@@CunninghamLegal Our testamentary trust is fine for now.
@@CunninghamLegalSorry Mr. Cunningham there is no such thing, even National Institute of Certified Estate Planners admired the Trust Failed. We need the Forgery Proof Legalese Administration Lawyers and team of 5 Allied Legal Professional Trust Guardians NICER Permission Ledger Arbiter Interdiction Trust Financial Elder Abuse Defense Administration.
@@CunninghamLegal National Institute of Certified Estate Planners caveated the Estate Plan Trust failed. Look for a Notary Index Crime Enforcement Regulatory Approved Forgery Proof Legalese Administration Lawyer. With the Latin Law Permission Ledger funded, recorded, monitored, validated, and certified Arbiter Interdiction Trust in a few months. With a 33-year reform dispatching NICER 837PC Citizens and Sheriffs to respond and arrest Financial Elder Abusing quit clam jumping title deed thieves. Crawling out of the woodwork with inheritance and legacy wealth transfer thieves.
@@CunninghamLegalNational Institute of Certified Estate Planners caveated their Estate Plan Trust Failed. Pragmatic Clients prefer the Forgery Proof Legalese Lawyer approved funded, recorded, monitored, validated, and certified NICER Permission Ledger Arbiter Interdiction Trust Complete Administration.
Yes
I'm in Auburn CA. & am named as trustee for my parents Living Revocable Trust and soon will need administrative help. I'd like the consultation as I'm slowly assembling my team. Thank you
We are here to help. Our Corporate office is based out of Auburn, CA. Here is the contact information for that office: www.cunninghamlegal.com/living-trust-and-estate-planning-attorneys-auburn-california/ (530) 269-1515
Additionally, here's a video on What Happens in a Trust After Death or Incapacity so you feel best prepared for what comes next: ua-cam.com/video/9kwAWr0HkDU/v-deo.html
Have you covered how to leave money for the care of pets?
We have! Here is our video on Pet Trusts: ua-cam.com/video/mXKLPmkjSlk/v-deo.htmlsi=l4jmgkuSF3kA-DWu
If you have an IRA but you don’t have but $20,000 in it is it best to sell it and put it in your regular savings account to keep from having to go through that IRA stuff or forms etc.
If you don’t plan properly, a whopping 90.3% of your IRA can go to taxes when you pass it on to your loved ones! Here is a link to an article that explains an estate planning strategy to protect your IRA: www.cunninghamlegal.com/ira-legacy-trusts/ For a consult with one of our attorneys please visit: www.cunninghamlegal.com/california-law-offices/contact/ or give us a call at 866.988.3956
I think it is the complete opposite :). IRA and other retirement accounts by nature have beneficiaries already declared, and so they will never need to go through probate = distributions will happen directly to the beneficiaries. Bank accounts, however, don't always are the POD (payable-on-death) type where beneficiaries can be declared. In this case these bank accounts will end up going through probate if not listed as trust assets.
@@spikermike2843 Thank you the first post don’t like take the ira money would cause taxes and put in bank savings loose intrest on what a ira presently getting .
Thank you for this information
Even tho California has no asset limit for medi-Cal Beneficiaries, Medi-Cal requires you report 100% of your inheritance within 10 days. How can you do this within 10 days when it takes months?
Covered California, on the other hand, says you don’t have to report when you receive and inheritance, but have to report when you sell an asset. Why the discrepancy?
There are different types of Medi-Cal and the rules are complex and often don’t make sense. www.canhr.com is an excellent resource.
My parents owned the property originally. They divorced. Daughter purchased the property at 550,000. The father then put the property back into his name, but did not release the title back before prop 19.
If the daughter takes it back, will the assessment go back to the original $60,000 purchase or from her purchase at 550,000? This property is in LA County.
If it is the family home (or farm) it may qualify in full or in part for the family home reassessment exclusion under Prop 19. Please check out our recent video on Prop 19: ua-cam.com/video/gPZQonQM8rI/v-deo.htmlsi=fapeWeAYGKylFBsw or contact our office.
@@CunninghamLegal We don't worry about divorce and creditors, we're worried about dishonest Scammers, Spammers, and Estate Planners selling an Estate Plan with Advanced degrees that NICEP bravely caveated failed.
What if there is no person to name as executor or trustee? Can you name a company to do this for you?
Yes, professional Trustee services can be an option! Please see this video on Educating Your Future Trustees for more information: ua-cam.com/video/uACZ59DXLyI/v-deo.htmlsi=vV3NuWAw-AI0GqHa
@@CunninghamLegal It is clear you're an ethical Lawyer would you consider being a Successor Trustee and include it in the NICER Prebate Nickel or an executor charging the NICER Probate Dime and distribute the estate promptly, once you're comfortable with Notary Index Crime Enforcement Regulatory Financial Elder Abuse Defense Network?
What is the advantage of quit title vs revocable living trust
Inheritance thieves use both of them to steal our homes so get a NICER approved Legalese Lawyer’s Arbiter Interdiction funded, recorded, monitored, verified, and certified Trust.
What are your thoughts on using the online platform Trusts&Wills?
Please see our updated video for a deeper dive to the online platforms: ua-cam.com/video/Q5m1ynLXCrY/v-deo.html
Greedy trustees and thieves use these to steal our grantees legacies without NICER approval Legalese Administration Lawyers to defend vulnerable Grantors and Grantees Legacies.
Don't do it there are dozens of steps in an inheritance administration needing Lawyers to County Fund, NICER Record, Arbiter Interdict, Trust Guardian Validate, and Trusted Advisor certify heirs. To inventory, appraise, transfer, distribute and settle administrations that Trust warn, Permission Ledger Monitor, and NICER expose Inheritance thieves. With 837PC Citizens and sheriffs on call to arrest trust forgers and quit claim jumping financial elder abusing title deed thieves, with forgery proof documents, yearly checkups, and Hollywood style Trust reading to keep the peace.
No but planning to
Great idea! It is never to late to safeguard you and your families assets. When your ready, we will be happy to start the conversation with you. Please use the link to book an appointment. www.cunninghamlegal.com/book-your-appointment/
Do you work with clients in Michigan. Can LLCs for rental properties be done with a paralegal? Or do they require an attorney?
I’m located in Los Angeles county. Can you let me know how much you would charge to put together a simple trust and pour over will? Single, no children, only one bedroom condo.
Thank you for your interest in our services. Unfortunately, we can't provide quotes on UA-cam because we need to fully understand the facts of your estate, which can be more complex than it may seem. This can be resolved during an initial consultation, where we can discuss your needs in detail. During the consultation, you might find that you're interested in additional services such as asset protection, tax planning, and more that we offer. Please contact us to schedule an appointment or watch our recent video where we give hypothetical examples: ua-cam.com/video/Q5m1ynLXCrY/v-deo.html
I am a trustee of a private express trust
CunninghamLegal provides complete Trust Administration Services in California, regardless of where you as a Trustee are located-and we often work with people located out of state. Please consider contacting us right away when you become the Trustee of an Estate in California: www.cunninghamlegal.com/california-law-offices/contact/
Every day our offices work with heirs and trustees who have gotten themselves in a bind, and sometimes even legal trouble, because of the way they have misunderstood the steps they had to take. If they had come to us earlier, much strife could have been avoided.
We have offices throughout California, and we offer in-person, phone, and Zoom meetings. Just call (866) 988-3956 or book an appointment online: www.cunninghamlegal.com/california-law-offices/contact/
@@CunninghamLegal Does your services include dozens of hours in a NICER forgery proof inheritance administration to County Fund, NICER Record, Arbiter Monitor, Trust Guardian Validate, Expert Trusted Advisor Certify Latin Law Permission Ledger Arbiter Interdiction Trust? To dispatch NICER 837PC Citizens and Sheriffs to arrest Trust warned, Validation Tracked, and NICER exposed identity, inheritance, forgers, counterfeiters, and anonymity thieves? We want a complete administration costing a Prebate Nickel, or NICER Probate Dime to avoid the Estate Plan mistakes and Quarter Litigation.
Yes I have one
Don’t forget to get the complete administration to avoid the estate plan mistakes that cost our family 50% in Billable Litigation Hours.
Can a underwriter
Do a will and a
Trust
Hi Stan, only licensed attorneys should prepare Wills and Trusts.
Are you located in California??
Yes
Was this live?
Yes, all of our webinars are recorded Live. You can register on our website: www.cunninghamlegal.com/webinars/
Do you still offer consultations? Also if I am in AZ can you still assist me?
Hi, yes we are offering consultations! If you have any California assets or connections to California, it's possible we can help you! Please contact us using the form on our website or calling our main office line: www.cunninghamlegal.com/california-law-offices/contact/ or 866.988.3956. We look forward to speaking with you!
would it be wise to add an addition LT? we do have one in place with other property which my bro and sis will take...my dad is wanting to give me the property now but taxes will kill me... I am looking to put assets to work.. should I draw up a new trust on just the property he is giving me?
You should reach out to us, there may be a way to minimize taxes and provide creditor protection if your father is looking to transfer the property to you. Book a free 15 min call with one of our client specialists here: www.cunninghamlegal.com/book-your-appointment/
This old man says no, you want to amend the original Trust adding Permission Ledger security, fund all the Real Estate in the Schedule A and get a Legalese Lawyer to Arbiter Peace between the Siblings.
@@ConcernCitizen-w1y it’s been fixed
Without my sister knowing my dad resigned to bring back trust to its original form
We did a sub trust removing one property
From the trust of which I am now the trustee and in control of, it Cost me money but it had to be done. Some siblings will do crazy shit
She still don’t know we reversed her changes
I’m single, 65, no children. I own a one bedroom condo… i have some brokerage accounts but my estate is not complex. Shall i pay $2,500-4,000 for an estate plan? I think this is an unreasonable amount for my situation.
Thank you for sharing your situation. While the cost of an estate plan may initially seem high, it's essential to consider the top 3 potential savings and benefits a living trust can offer:
Designating Beneficiaries: With a living trust, you can clearly designate who will receive your assets, ensuring your specific wishes are honored. Without a plan, California intestacy laws and Probate Court would govern your estate, potentially passing your assets to parents, siblings, or more distant relatives, which might not align with your wishes if you wanted assets to go to friends or charitable organizations.
Cost of Probate: Probate can be a lengthy and costly process, often amounting to 4-8% of your estate's value in fees. Probate fees are calculated based on the gross value of your estate, not the net value. For example, if you own a condo worth $500,000 with a $200,000 mortgage, probate fees could be assessed on the full $500,000 value, not just the $300,000 equity. This could mean $20,000 to $40,000 in probate costs, significantly higher than the cost of setting up a living trust. And that's just the condo! In Probate, fees will be based on all assets, including the brokerage accounts. We have a probate fee calculator on our website so you can see the difference: www.cunninghamlegal.com/california-probate-fee-calculator/
Incapacity Planning: Incapacity planning is crucial as it designates someone you trust to manage your financial affairs and healthcare decisions if you become unable to do so, preventing court intervention and potential familial disputes. It also allows your medical preferences to be honored and provides peace of mind that your affairs are in order.
@@CunninghamLegal Sorry George and Criss know what you don't know because they tried this, and greedy trustees and guardians steal our legacies when we're too vulnerable to reach out to you for help. Our $8000.00 Estate Plan failed and the Estate Planner who promised peace of mind ran from the plan. We actually need NICER's 33-year reformed Complete Inheritance Administration not a Plan to avoid the Estate Plan that cost us 50% in Billable Litigation Hours.