Logo of Estate Planning 101 TV show   with information on estate plans, tax planning, probate, and wills and trusts

Every week moderator Scott Trout hosts a quick but dynamic 15-minute segment with one TuckerAllen attorney and discusses the ins and outs of estate planning and elder law and answers live viewer questions. From everything about avoiding probate to guidance on estate planning for blended families, these sessions provide more than just the basics.  With years of experience in the legal industry, Mr. Trout and his co-hosts provide their insights into what everyone should know when creating an estate plan or preparing long-term care options. http://www.tuckerallen.com

Season 2 (2022)Estate Planning 101

Tips for Funding Your Trust
What Happens When a Beneficiary Dies
When to Give Money to Your Beneficiaries
Logo of Cunningham Legal an estate, trust and tax planning law firm with information on estate plans, tax planning, probate, and wills and trusts

With his no-nonsense style and plain-spoken explanation of complex legal topics, expert estate and tax planning attorney James L. Cunningham, Jr. shows how to avoid the mistakes that could damage your financial future, financial succession, family, heirs, and legacy. Author of bestselling book Savvy Estate Planning, Jim provides both the essentials and the advanced strategies you need in the protection and transfer of multi-generational wealth. The only mistake you could make now would be to neglect this vital part of your financial life. http://www.cunninghamlegal.com

Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea

Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea

Duration 36m

Are you trying to decide if you’ll retire in California or head to less expensive states? Whatever your choice, savvy Tax Planning and Estate Planning is required—and when you do that planning, you may just decide that the Golden State isn’t such a bad option, after all. There are all kinds of tax benefits for retirees here: property taxes are controlled and predictable, and did you know that those who already own property here can now easily transfer their Prop 13 caps to a new home? Worried about California’s high state income tax? A host of tax mitigation strategies are available, if you know where to look.