Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea

Worried about California Income Tax Rate? California Estate Planning Attorney explains why you should retire in California. 👉 Book a Call at https://cunninghamlegal.com/book-your… to learn about Prop 13 basics, property taxes in California. 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. Among the many topics we cover in this legal webinar are: Retirement in California Taxes in California—most people assume they’re higher—that’s not always true! Why you should think of retirement in segments Factors to consider in retirement including State and Local Income Taxes, Capital Gains Taxes, and County and Local Property Taxes The case for retiring in California: Income Taxes are low for many retirees Elimination of Capital Gains Tax on the death of one spouse California does not impose tax on Social Security Benefits Stable (and often low) Property Taxes We’ll talk about key takeaways including why you need to assemble a legal “A-Team” (attorney, CPA, financial advisor) to help you make good decisions. We’ll also discuss why those with estates of $10M+/income of $1M+ need to consider a Family Office in addition to an “A-Team!” Whether you’re a longtime Californian or an out-of-stater looking for better weather, this webinar is a must! To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/why-retiring-in-california-may-actually-be-a-smart-idea/ For more on the topic of retirement in California, click here: https://www.cunninghamlegal.com/retirement-planning-mistakes-to-avoid/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... 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!