Entries by staff

, ,

How to disinherit someone

Disinheriting a person it sounds easy but in practice can be difficult to accomplish. The first step is to determine whether the disinherited person is in line to inherit anything in the first place. Put it in Writing Generally speaking, if a person does not create a Will or trust prior to death or incapacity […]

Jim Cunningham on AM 950 KAHI

Learn more about CunninghamLegal and attorney Jim Cunningham in this informative KAHI radio interview. Jim addresses the basics of estate planning, trust administration and the history of our firm.

, , , , , , , , ,

The 5 Golden Rules Of Lending Money To Your Adult Children

When you think about the price of having kids, the costs that come to mind may include things like child care, camp, braces and college tuition. What probably doesn’t spring to mind are mortgages, car payments or personal loans. The reality, however, is that your bank account will likely continue to be tapped long past […]

, , , , , , ,

What could happen if you write your own living trust

Readers often ask me about do-it-yourself estate planning. Lawyers want to know how to discourage clients from using books or software and websites that spew out documents for free or for a fraction of what they charge. Meantime, consumers ask, “What’s wrong with that?” The trouble with do-it-yourself planning is that even if your situation […]

, , ,

Facebook’s Mark Zuckerberg to use CLLC

The Daily Beast, Mark Zuckerberg’s Charity Windfall In a Securities and Exchange Commission filing on Tuesday, Facebook founder and chief executive officer Mark Zuckerberg announced that he would gift “substantially all of his shares of Facebook stock” to “further the mission of advancing human potential and promoting equality by means of philanthropic, public advocacy and […]

, ,

Agent Orange exposed ships

Veteran’s Affairs (VA) maintains a list of U.S. Navy and Coast Guard ships associated with military service in Vietnam and possible exposure to Agent Orange based on military records. This evolving list helps Veterans who served aboard ships, including “Blue Water Veterans,” find out if they may qualify for presumption of herbicide exposure. Veterans must […]


Firms Offering Social Security Advice Scramble To Update Systems

The elimination of two popular Social Security claiming strategies has left companies that offer Social Security advice scrambling to incorporate the new rules into their systems. Last week, Congress put an end to “file and suspend” and a restricted application for spousal benefits—Social Security strategies that together made it possible for both members of a […]

, ,

Possible Indicators Of Elder Financial Abuse

It is a common concept to want companionship, and elders are no exception. Unfortunately, an elder with diminishing capacity can easily become a victim of financial abuse if they and/or their advocates are not careful to watch for the indicators of elder mistreatment. Here are a handful of possible indicators of elder financial abuse to […]