News & Blog

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

CunninghamLegal welcomes Preston Marx, III to Auburn Office

Auburn, CA. (May 29, 2015) – CunninghamLegal, Auburn’s leading estate planning law firm with its office near the Courthouse, is pleased to welcome Preston Marx, III as Associate Attorney. Preston joins CunninghamLegal with over 20 years of legal experience, with particular focus in the areas of estate planning, trust administration, probate, ligation, and employment law. […]