Are you looking for a good Estate Planning attorney in the greater Sacramento, Roseville, North Sacramento, Lemon Hills, Arden-Arcade, Southwestern Sacramento, East Sacramento, South Natomas, or Sacramento County area? Probate Attorneys Sacramento, Tax Planning Sacramento, Asset Protection Sacramento.
Our Sacramento Estate Planning office, headed up by founder and lead attorney Jim Cunningham, serves clients throughout the greater Sacramento County area.
Here or through virtual consultation you can access CunninghamLegal’s complete team and complete set of California Legal Services, including California Estate Planning, Trust Administration, Asset Protection, Probate Law, Elder Law, Advanced Tax Planning, and much more.
Sacramento Estate Planning Lawyer: A Specialist
What should you look for in an Estate Attorney? Lots of lawyers offer estate planning in Sacramento, but it’s hard to find a true specialist.
Estate planning is a dynamic, ever-changing field that absolutely demands focused expertise. Often, lawyers handle estate plans as a small sideline, and just don’t have the time to keep up with complex California estate laws, ever-shifting California inheritance or “Death Tax” laws, and even less with federal inheritance tax shifts.
Inheritance law changes come frequently and dramatically, on everything from trusts to taxes to IRAs. Recently, for example, we experienced the upheaval of both the U.S. SECURE Act and CA Prop 19, not to mention expected tax law changes under a new administration, all of which should trigger a re-think of everyone’s estate plan. A good Sacramento probate attorney can be invaluable to you.
Demand Focused Expertise From Sacramento Estate Planning Attorneys
Every attorney in our practice spends serious time each month on professional development—attending webinars and seminars when they aren’t giving webinars and seminars.
If you’ve searched “living trust attorney near me,” or “estate planning Sacramento,” or even then you’ve made a start, but quality counts for an estate plan solution in Sacramento. And please, don’t rely on some online trust mill. A Living Trust is way too important for a robot, and every trust requires personal customization, no matter how simple you may imagine your situation to be.
Local Matters: Get a Sacramento Estate Planning Attorney
Being local often matters a great deal with an estate attorney. Let’s say you’re involved in probate, and you’ve just begun looking for probate attorneys in Sacramento, perhaps searching “probate attorney Sacramento CA,” or “estate attorney Sacramento CA,” or even “probate lawyer Sacramento.” When searching for your Sacramento probate attorney in this manner, you will receive wide-ranging, even national results in such a search, but you really need to ensure not just local legal, but local office support staff for probate representation, physical records, and the like.
Estate Planning is a personal relationship. And even as the world moves to attorney video conferencing with Zoom and the like, at CunninghamLegal, we maintain offices throughout the state because we know you will always need an attorney with a physical, local office for signings and paperwork.
Just as importantly, only a full-time Sacramento estate planning lawyer will maintain the right estate-related contacts with local accountants and financial planners—who can and should work together for you.
About Lead Attorney Jim Cunningham
Our Sacramento office is personally headed up by our founder and lead attorney, James L. Cunningham, Jr. Jim is a specialist in Estate Planning, Trust, and Probate Law, as certified by the State Bar of California Board of Specialization. As an attorney for over 25 years, Jim has helped countless families and individuals in all areas of estate planning, and he now oversees our full team of attorneys, throughout the state.
Jim is also the bestselling author of Savvy Estate Planning; a book that takes the complex topics of living trusts, wills, probate, estate planning and estate administration and puts them into terms that just about everyone can understand. His webinars draw huge audiences, including other California estate attorneys.
You can learn more about Jim here.
What Does An Estate Planning Lawyer Sacramento Do at CunninghamLegal?
The lawyers and staff at CunninghamLegal help people plan for some of the most difficult times in their lives, then provide guidance when those times come. But we go further with advanced tax planning and asset protection plans that help you preserve wealth both now and into the future.
Our office has represented families of all types, large and small businesses, celebrities, professionals, and people at every level of income and complexity of assets. Many of our clients work with us right after they’ve gone through the loss of a loved one—a parent, a spouse, a sibling, a partner, a grandparent. We help to provide stability during such times, with the goal of guiding and protecting every client. That often includes Trust Administration, and helping new Trustees understand what to do after a death.
We always approach our work with ethics, knowledge, care, and caring.
We look forward to working with you!
Make an appointment to meet with CunninghamLegal Roseville for Estate Planning and Trust Administration. We offer in-person, phone, and Zoom appointments. Just call (916) 767-0850, or book an appointment online.