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You Need a California Estate Planning Specialist Firm with Longevity to Protect Your Legacy for Your Loved Ones

For starters, you need an attorney with specific expertise in California estate planning law. Lots of lawyers do estate plans on the side, and any lawyer can list themselves as “Estate Attorney, California.” But in this rapidly-changing field, part-time just doesn’t work. The laws and tax strategies evolve too quickly, and mistakes can be catastrophic, decades down the line.

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How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes

How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs, CRATS, and more to pay ...
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What is a Trust Protector and Do I Need One? Estate Planning Tips

Trust Protectors: What is a Trust Protector, and should you name one in your trust? Who pays Trust Protector fees? Learn the Trust Protector definition ...
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Urgent Tax Strategies for GameStop & Sudden Stock Market Gains

GameStop Millionaire? Blackberry or AMC stock money? The government gets half, or more than half, sooner than you think! Your quarterly tax payments are coming ...
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Estate Planning for Blended Families- Pitfalls and Solutions

Estate Planning for Blended Families: Pitfalls and Solutions

If your family includes children from multiple relationships, you absolutely require specialized estate planning. (See also the webinar on this same topic). CunninghamLegal provides expert ...
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How to Transfer Prop 13 Caps to Children After Prop 19 Deadline

A possible legal strategy remains open for people to pass their Prop 13 tax assessment caps to their children now that the Prop 19, Feb. ...
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How can I protect against new tax increases & Biden Tax Plan?

A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden Tax Plan? New Estate Taxes ...
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Protected: How to Transfer Property to a Child Before Prop 19 Goes into Effect Feb. 16, 2021

There is no excerpt because this is a protected post.

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Simply the Best Living Trust Attorneys in Westlake Village

Looking for the best Living Trust attorneys in the Westlake Village, Thousand Oaks, Newbury Park, or Calabasas, California area? Please consider our CunninghamLegal office in …

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Living Trust Attorneys California | Estate Planning | CunninghamLegal

Five Hidden Traps in Outdated Living Trusts

Fix Your Outdated Living Trust Now! By James L. Cunningham Jr, Attorney-at-Law Remember that Living Trust you created five or ten years ago? I’m sorry …

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How to Protect an Inheritance from Divorce, Creditors, and Lawsuits

A California Living Trust Attorney Discusses Asset Protection Strategies & Trusts by James L. Cunningham Jr, Attorney at Law Here’s a disaster I see all …

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Administering a Living Trust After Someone Dies

Eight Steps for New Trustees by James L. Cunningham Jr., Attorney at Law I realize that you have just faced the difficult truth of a …

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What to do if you receive a stimulus check on behalf of a decedent

What to do if you receive a stimulus check on behalf of a decedent

As a family member or trustee for a decedent, you are often managing mail on behalf of your loved one. While it is quite common …

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Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

News about the Coronavirus (“COVID-19”) is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. ...
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RMD CARES Act

What happens if I already took my RMD? Four CARES Act Questions

The CARES Act was passed in March 2020. The legislation provided economic relief in various forms— one of these forms was to provide relief to …

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Estate Planning for Families with Children during COVID-19: Things Parents Need to Consider

Estate planning for families is more important than ever during the Coronavirus pandemic. This week we would like to highlight the importance of getting your …

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trust administration during COVID-19

TRUST ADMINISTRATION DURING COVID-19: Things for Trustees and Beneficiaries to Consider

CunninghamLegal provides complete Trust Administration Services for Estates in California. Please also review our article: Eight Steps for Trustees to Take After the Death of …

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Estate Planning Essentials: Required Minimum Distributions Suspended during the COVID-19 Outbreak and More New Rules You Need to Know

The Coronavirus outbreak has shaken the world. Financial planning and estate planning have become a central focus for those concerned that they, or someone they …

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Estate Planning Essentials: Top Eight Tips on Estate Planning during the COVID-19 Outbreak

In the month, Coronavirus has swept the United States. Naturally, estate planning has become a central focus for most people. It’s important to make sure …

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