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- 01 EstatePlanning Basics: Wills, Living Trusts, POAs, and the Role of Your Attorney
- 02 After a Death: Trust Administration, Trustees, Executors, and Probate
- 03 Incapacity & Powers of Attorney: Estate Planning
- 04 IRAs, 401Ks, and Retirement Accounts: Inheriting & Minimizing Taxes
- 05 Minors, Special Needs, and Irresponsible Heirs: Trusts & Guardianship
- 06 ASSET PROTECTION: Protecting an Inheritance from Creditors, Bankruptcy, and Lawsuits
- 07 SPOUSES, DIVORCE, and BLENDED FAMILIES: Estate and Inheritance Issues
- 08 Tax Planning, Estate Taxes, Charitable Trusts
- 09 Prop 13 & Prop 19: Keeping Property Tax Caps in CA
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Posts by category
- Category: After Death Actions
- The Risks of Being a Trustee & How to Avoid Common Pitfalls
- What is a Trust Protector and Do I Need One? Estate Planning Tips
- How can I protect against new tax increases & Biden Tax Plan?
- What to do if you receive a stimulus check on behalf of a decedent
- Crucial differences between Executor of a Will & Trustee
- Till Death Do Us Part – Estate Planning for Surviving a Spouse
- ASK THE HARD QUESTIONS – HOW TO HAVE END OF LIFE CONVERSATIONS
- ESTATE PLANNING AND FUNERALS — DISPOSITION OF REMAINS IN CALIFORNIA
- Category: Asset Protection
- Category: Beneficiaries
- Category: Blog
- Five Hidden Traps in Outdated Living Trusts
- 10 Worst Retirement Planning Mistakes to Avoid
- Elder Fraud Abuse – How to Avoid Being a Target
- A List of the Nation’s Worst Performing Nursing Homes
- What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
- YOUR TEENAGER’S COLLEGE CHECKLIST – LEGAL DOCUMENTS EVERY COLLEGE STUDENT NEEDS
- PROTECTING HEIRS WITH DISABILITIES
- Money Managing With Children
- ESTATE PLANNING FOR AN IRRESPONSIBLE CHILD: HOW TO PROTECT BENEFICIARIES IN A TRUST
- ELDER ABUSE ON THE RISE – HOW TO PROTECT YOUR LOVED ONES
- ESTATE PLANNING & DIVORCE – PROTECTING YOUR ASSETS & HEIRS
- ESTATE PLANNING BEFORE VACATION PLANNING – DO I NEED AN ESTATE PLAN BEFORE I GO ON VACATION?
- ESTATE PLANNING ISSUE: WHAT HAPPENS WHEN THE CAREGIVER DIES?
- GRANTING DURABLE POWER OF ATTORNEY AND NOMINATING A CONSERVATOR
- HOW TO SAVE FOR A RETIREMENT & SUPPORT YOUR CHILDREN FINANCIALLY AT THE SAME TIME – ESTATE PLANNING STRATEGIES: ARE YOU OUT OF BALANCE?
- CUSTOM ESTATE PLANNING: THE PROCESS FOR A CUSTOM PLAN
- CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
- APPOINTMENT OF GUARDIAN FOR MINOR CHILD: PARENTS’ RESPONSIBILITIES
- Letting Your Family Go to Probate
- Choosing A Trustee
- Leaving a Legacy for Your Disabled Child
- Is an AB Trust Still Effective?
- Category: Current Affairs
- Category: Estate Planning Basics
- Top Mistakes Made When Managing Aging Parents’ Affairs
- Aging Parents – How to Talk to Them About Estate Planning
- BYPASSING THE BYPASS TRUST
- Should My Estate Planning Attorney Be a “Certified Specialist?”
- Out of the Box – What happens when property is not titled in your trust?
- Planning for Incapacity
- Avoiding a Medi-Cal Recovery Claim on a Personal Residence
- Category: Financial Planning Investing
- Category: Financial Planning Property Taxes
- Category: Incapacity Longterm Care
- Category: Living Trusts
- Category: Living Will
- Category: Medi-Cal
- Category: Minors Special Needs Guardianship
- Category: News
- How to Give a Gift of Educational Expenses: Tax Advantages and Pitfalls
- How to Plan for Business Succession and the Sale of a Business
- How to Create an IRA Trust or SRT at CunninghamLegal
- How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes
- Estate Planning for Blended Families: Pitfalls and Solutions
- How to Transfer Prop 13 Caps to Children After Prop 19 Deadline
- The California Estate Planning Attorneys at CunninghamLegal Welcome Fredrick J. Weitkamp Clients
- STEPHEN P. BEZAIRE CLIENTS – WELCOME TO CUNNINGHAMLEGAL – YOUR CALIFORNIA ESTATE PLANNING ATTORNEYS
- SHOULD I SETTLE ON MY INHERITANCE?
- Looking for Original Estate Planning Documents?
- New Case Alert: Pratt v. Ferguson
- CunninghamLegal welcomes Preston Marx, III to Auburn Office
- Category: Our Team
- Category: Powers of Attorney
- Category: Probate and After Death
- Category: Prop 13 Prop 19 Property Taxes
- Category: Retirement Accounts
- Category: Revocable Trust
- Category: Spousal Divorce Blended Families
- Category: Tax Planning, Estate Taxes, Charitable Trusts
- Category: Wills