John B. Palley - Attorney at Law

03/14/2024

Free in-person estate planning seminars. So Cal and Sacramento. Sign up and mention my name please!

Looking for in-person California estate plan guidance with legal experts? FREE estate planning workshops throughout CA! ? Register today!

03/13/2024

Another great free webinar at the new office. Check it out!

You still have time to register for How to Avoid and Defer Capital Gains Tax on March 14th @ 12:00 PM (PST)! Here is what we will focus on at the webinar:

Are you looking to minimize your capital gains tax liability? Join attorney and author Jim Cunningham in this informative webinar as he breaks down strategies to avoid and defer hefty capital gains taxes. Whether you're selling a property, stocks, or other assets, the tax implications can be significant. Make sure you minimize the bite! Jim will share legal methods to reduce or possibly eliminate capital gains tax, from utilizing tax-loss harvesting to 1031 exchanges. With Jim's expert guidance, navigate the complex topic of capital gains tax mitigation with confidence.

Learn from an expert how to avoid and defer capital gains tax!

03/06/2024

I will say one of the things I really like about CunninghamLegal is they offer a ton of free webinars to clients and friends. For example, next week we have a big webinar on California Prop 19 that is likely of interest to some of you. Yes, please mention my name if you sign up!
https://www.cunninghamlegal.com/prop-19-california-what-is-it/?utm_campaign=Webinars&utm_medium=email&_hsmi=295442202&_hsenc=p2ANqtz-_Jwa_ur7TgYJP-lp3dOARnWbM8LdqOvrrHTZ3__ju2udQPzU1LzMEMljyTFPwQshS9Z2cWYnwYs7O0TWbdEHXF_Y_Lcg&utm_content=295442202&utm_source=hs_email

Join us for an eye-opening webinar: Prop 19 California… What is it? Passed in 2020 to little attention, Prop 19 significantly altered California’s Prop 13 tax caps with wide-ranging implications. With few exceptions, Prop 19 effectively eliminated the ability of a parent to leave a low property tax assessment to a child. At the same time, it created remarkable opportunities to transfer a low tax base to a new property for people over 55. In this webinar, attorney and author Jim Cunningham tackles Prop 19’s “good, bad, and ugly” challenges head on. What strategies should you pursue to hold on to your Prop 13 caps? Don’t miss this webinar!

Learn about Prop 19 in California: What is it? Thought leader and expert estate planning lawyer Jim Cunningham explains.

03/06/2024

So, I left the law firm I have been with since 1999 last week and now I officially announce my joining of Cunningham Legal. I will be doing the same estate and probate law with my official office in Sacramento (no I do not have a desk there). Cunningham Legal has offices throughout California – including the Bay Area and greater LA area as well. Again, nothing bad to say about the old firm but it was time for new scenery for me and I am super excited. If you, or your loved ones, need help with California estate, probate and tax planning reach out to me! There are a lot of things I like about the new place. Perhaps the thing I like best is we have a strong presence throughout California with offices in Sacramento, Roseville, San Francisco, Oakland, San Rafael, Walnut Creek, Pasadena and Westlake Village. Cunninghamlegal.com

03/05/2024

My last blog post... can you really leave tattoos to a loved one after death!? WTF!?

In my 30 years as an estate attorney I have not yet been asked if a client can leave their tattoo to a loved one. However, after seeing this article maybe that’s going to start happening!? This Ohio mortuary is doing just that. They will preserve your tats for your loved ones. Yes, really! So […...