ANALYSIS for Estate, Financial Planning 2021: New Laws in CA episode artwork

EPISODE · Nov 20, 2025 · 1H 28M

ANALYSIS for Estate, Financial Planning 2021: New Laws in CA

from Savvy Estate Planning

New laws in California DEMAND new resolutions in for 2021 in Estate Planning and Financial planning, Estate Planning Lawyer 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for help w/real estate tax breaks when selling property! URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 caps for your children. Read https://www.cunninghamlegal.com/prop19plan and see the webinar at https://www.cunninghamlegal.com/legal_webinars/what-can-i-do-if-i-missed-the-prop-19-deadline/ for more details! -------------------------------------------------------- Significant new laws will impact your estate plan in 2021—including major changes to Prop 13 property tax protections because of passage of California Proposition 19. We’ll discuss resolutions everyone should make for a shifting new year, including key revisions to your estate plan, and strategies for your aging parents as well as transferring Proposition 13 taxes to your children that Prop 19 takes away. One important resolution: rethink your financial plan. Is it time to switch planners? Should you consider having more than one? Straight talk from our founder, attorney Jim Cunningham. To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/analysis-for-estate-financial-planning-2021-new-laws-in-ca/ For more information about Prop 13 and Prop 19, click here: https://www.cunninghamlegal.com/california-legal-services/california-prop-13-protection-prop-19-strategy/ 👉 Book a Call at https://cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdMslQdMA4GqQtzvCsdEXg CONTACT us at https://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!

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