ADVANCED Estate Planning for High Net Worth Families: Tax Tips

[@wuklan]

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

[@CunninghamLegal]

Glad you enjoyed it!

[@KevinNThomasII]

Fantastic information!! THANK YOU

[@LAKitchen]

GREAT INFO

[@steve8729]

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

[@CunninghamLegal]

Thank you, Steve. We are all feeling great!

[@JS-fo1md]

Very good information.....the author is well rehearsed here and thorough.

[@dhun007]

At what age should we start estate planning?

[@scallahanco]

As soon as possible. Estate plans include wills, medical directives, power of attorney, A trust can be part of an estate plan but does not need to be.

[@ronnyi3714]

Does it makes sense to look at this when your in you late 30s - for HNW couple with young kids?

[@CunninghamLegal]

People should start estate planning with a Power of Attorney and Health Care Directive at age 18. Buying a first house or having a child often time triggers people to set up a will or trust.

[@FJF119]

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

[@CunninghamLegal]

Hello! Please subscribe if you enjoyed our content! Yes, that is the goal! Our country has every bit of opportunity to be as green as Switzerland, it will just take time. We will see you next time for more financial savvy tips!

[@alexcenteno8034]

Excellent information!! Thank You!!