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

August 16, 2021

How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs,…

June 17, 2021

Trust Protectors: What is a Trust Protector, and should you name one in your trust? Who pays Trust Protector fees?…

March 23, 2021

GameStop Millionaire? Blackberry or AMC stock money? The government gets half, or more than half, sooner than you think! Your…

March 10, 2021

If your family includes children from multiple relationships, you absolutely require specialized estate planning. (See also the webinar on this…

February 15, 2021

A possible legal strategy remains open for people to pass their Prop 13 tax assessment caps to their children now…

February 11, 2021

A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden…

July 29, 2020

Fix Your Outdated Living Trust Now! By James L. Cunningham Jr, Attorney-at-Law Remember that Living Trust you created five…

May 13, 2020

Case in point: the stimulus checks that many Americans are receiving right now. The IRS has issued guidance stating that…

February 17, 2020

Retirement planning is one of the most important financial goals for your future. When done right, you’ll be assured freedom…

January 1, 2020

To help you make that choice, we’ve included the right questions to ask when choosing an assisted living facility below.…

December 5, 2019

An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities…

October 18, 2019

Senior citizens and scams — elder financial abuse statistics are staggering and it can be hard to know how to…