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Posts by category
- Category: After Death Actions
- What Happens if you Die WITHOUT a Will in California?
- Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
- What to Do When an Important Person in Your Business Life Dies
- When and How to PROBATE Real Estate Properties in California
- Choosing and Educating Your Future Trustees – Do it Right!
- How to Screw Up an Estate: Trust & Will Disasters
- California Intestate Succession: What If Someone Dies Without a Will?
- What to Do When Someone Important in Your Life Dies: CRUCIAL Actions
- What Do I Do If I SUDDENLY Become a Successor Trustee?
- Trustee Risks & How to Avoid Common Pitfalls
- Right and Wrong Things to Do When You INHERIT Money
- What is a Trust Protector and Do I Need One? Estate Planning Tips
- How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide
- Estate Planning for INCAPACITY – Passing the Torch
- Should My Kid be My Trustee? – HUGE Estate Planning DILEMMA
- What is an Administrative Trust?
- Navigating PROBATE from JUDGE’S PERSPECTIVE
- What is a Power of Appointment? – DEFINED
- 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
- Preferences For Funerals and Disposition of Remains in California
- Consider A Trust Bank
- Should I Settle On My Inheritance?
- Category: Asset Protection
- Top Seven Estate Planning Strategies to Guard Family Harmony
- Inheritance STRATEGIES for Your Wealthy Children
- Dynasty Trusts: Not Just for the Super Rich!
- Choosing Between Types of Business Structures For Tax and Liability Protection
- What is a California Private Retirement Plan (PRP)?
- Strategies to Help Your Child Buy a House
- Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
- The Fine Art of Disinheriting an Heir
- How to PROTECT Assets and Cut Taxes!
- How to Keep Assets Private & PROTECT them from Creditors
- Cars, Pets, Art, Boats, & Guns: Estate Planning Asset TIPS
- 9 Key Asset Protection Tax and Estate Planning Tips for 2020 and Beyond
- Category: Covid Planning
- 2020 Election Impact: ACTION NOW on Estate Planning Taxes!
- CA Estate Planning, Retirement Accounts, & the CARES Act: TIPS
- How CunninghamLegal is managing during the COVID-19 situation: a message from Jim Cunningham
- Estate Planning & COVID-19: What You NEED To Know
- Hot Tax Topics and Estate Planning in 2020: Take Action NOW
- Creating a Living Trust REMOTELY – WFH Estate Planning
- Category: Estate Planning Basics
- Art, Antiques, and The IRS: A Crash Course on Estate Planning and Collectibles
- Good Trust v. Bad Trust: How to Tell the Difference
- Fund It Now! Five Ways to Put Assets in a Living Trust
- CONCEPTOS BÁSICOS de la Planificación Patrimonial en Español
- 2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
- Is my AB Trust obsolete? Should I replace my AB Trust?
- Creditor Claims Against Trust Estate
- Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
- Estate Planning BASICS: Avoid Probate, Save Taxes, Protect Your Legacy!
- Sticker Shock! What will updating a Living Trust cost in 2023 and WHY?
- Women Live Longer: Estate Planning for Women
- Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?
- Financial PRIVACY Strategies in Estate Planning
- How to Choose a Successor Trustee for a Living Trust
- Investing In Cryptocurrency: The Hot Tax and Estate Planning Issues
- What is a power of attorney? What are the dangers of a POA or a conservatorship?
- Medical Professionals: SPECIAL Estate Planning Issues
- Top Mistakes Made When Managing Aging Parents’ Affairs
- Millennials & Their Families: HOT Estate Planning Topics
- How Can I Create a Trust for My PET If I Die?
- How to Plan for Business Succession and the Sale of a Business
- Top Estate Planning GAME CHANGERS for 2022
- Build Back Better TAX PLANNING: End-of-Year Checklist
- What Is a TRUST PROTECTOR and Do I Need One?
- Savvy Estate Planning: Avoid the Top 10 MISTAKES
- Community Property VS Separate Property? – Estate Problems
- You MUST UPDATE a Living Trust or Last Will – How-to Guide!
- How to Fund a Living Trust – AVOID PROBATE
- Estate Planning for a “Simple” Estate
- Why Would I Need to Appoint an Independent Trustee?
- Independent Trustees Can PROTECT Heirs
- Irrevocable VS. REVOCABLE Trust – California Estate Planning
- What is Joint Tenancy? Protecting your Loved Ones
- 3 Legal Documents College Kids SHOULD Have!
- How Living Trusts Work – CRITICAL Estate Planning Simplified
- Estate Planning Documents CRITICAL By 55 – Avoid Squabbles
- How Much Does a Living Trust COST? Estate Planning Tips
- The Top Ten Estate Planning Mistakes
- Five Hidden Traps in Outdated Living Trusts
- Your Teenager’s College Checklist: Legal Documents Every College Student Should Have
- Ask The Hard Questions – How To Have End of Life Conversations
- Estate Planning Before Vacation Planning: Do I Need An Estate Plan Before I Go On Vacation?
- Custom Estate Planning: The Process For a Custom Plan
- Aging Parents – How to Talk to Them About Estate Planning
- Letting Your Family Go to Probate
- Should My Estate Planning Attorney Be a “Certified Specialist?”
- Out of the Box – What happens when property is not titled in your trust?
- Major Changes for Medi-Cal Estate Recovery in SB 833
- Avoiding a Medi-Cal Recovery Claim on a Personal Residence
- Category: Financial Planning & Investing
- Corporate Transparency Act: What You Need to Do NOW
- Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors
- The Ultimate Guide to Using LLCs for Real Estate Investing
- Passive Income Streams: Thinking beyond real estate
- How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts, and More
- STOCK MARKET: Mid-Year Market Outlook & Insights for 2023
- SECRETS of Oil & Gas Tax-Subsidized Investing
- Collapse of Silicon Valley Bank & How to invest in the Slowing Economy
- Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!
- Stung by 2022? Get Your 2023 Financial Act Together!
- Why High Net Worth Families Should Consider a Family Office
- Market Insights for 2023 with Phil Blancato
- Why and How to Use an LLC for Real Estate Investing in California
- It’s What You KEEP! Important Tax Planning When Investing
- LAST CHANCE: Oil & Gas Govt Tax-Subsidized Investments in July & Aug
- High-Power INVESTING with a Self-Directed IRA
- Insider Market UPDATE for 2022 into 2023
- Life Insurance—Getting It RIGHT and Getting It WRONG
- Building the Best FINANCIAL TEAM: Selecting CPAs & Lawyers
- Nervous About the Market? Rethinking Portfolio RISK
- INSIDER Stock Market Analysis with Phil Blancato
- FINANCIAL Forecast from Washington DC: Advice and Updates
- Creative Income TAX STRATEGIES for BUSINESS Owners in 2021
- 1031 Exchanges: What Real Estate Investors Need to Know
- Sacramento Capital Region Real Estate Market 2021
- Greater L.A. Real Estate Market 2021–Get In or Get Out?
- Bay Area Real Estate Market 2021–Get In or Get Out?
- Private Real Estate Transaction w/Known Buyer: Keep it SIMPLE
- Annuities 2.0: Consider GUARANTEED Retirement Income
- Should I Consider Oil & Gas Govt Tax-Subsidized INVESTMENTS?
- Avoiding HIDDEN & Tricky Charges from Financial Advisors
- RETHINK Financial Planning 2021: Expected Tax Law Change TIP
- PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!
- ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
- Urgent Tax Strategies for GameStop & Sudden Stock Market Gains
- Money Managing With Children
- CalABLE ACCOUNTS: WHAT YOU NEED TO KNOW
- EDUCATION SAVINGS PLAN STRATEGIES YOU MIGHT NOT KNOW ABOUT: 529 PLANS
- Category: Incapacity Long Term Care
- Incapacity: Savvy Planning for “The Inevitable”
- Legacy Life Insurance Policies: Is your coverage evolving with your needs?
- Eight Important Things to Discuss at the Thanksgiving Table
- Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
- Navigating Long-Term Care Insurance: AVOID EXPENSIVE MISTAKES
- Navigating Medi-Cal & VA Benefits: Full Length Webinar
- Long-Term Care Tips: How to PREPARE for Financial Impact
- Hiring Caregivers for Parents in CA: BEWARE Liability, Risk
- 10 Retirement Planning Mistakes to Avoid
- The Right Questions to Ask When Choosing an Assisted Living Facility
- Elder Fraud Abuse – How to Avoid Being a Target
- What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
- Elder Abuse On The Rise: How To Protect Your Loved Ones
- Estate Planning Issue: What Happens When The Caregiver Dies?
- Planning for Incapacity
- Possible Indicators Of Elder Financial Abuse
- Category: Minors Special Needs Guardianship
- Young Families Need Savvy Estate Planning Too!
- What is Guardianship and How Does it Work?
- Estate Planning For an Irresonsible Child: How to Protect Beneficiaries In a Trust
- Appointment Of Guardian For Minor Child: Parents’ Responsibilities
- Important Case Discussion: Pratt v. Ferguson and Spendthrift Provisions
- Category: News
- Category: Our Team
- The California Estate Planning Attorneys at CunninghamLegal Welcome Fredrick J. Weitkamp Clients
- The Sydney Law Firm, P.C. Clients – Welcome to CunninghamLegal
- STEPHEN P. BEZAIRE CLIENTS – WELCOME TO CUNNINGHAMLEGAL – YOUR CALIFORNIA ESTATE PLANNING ATTORNEYS
- Nordman, Cormany, Hair & Compton Documents Now With CunninghamLegal
- Category: Prop 13 & Prop 19 Property Taxes
- Prop 19 California: What is it?
- How to Pass on Real Estate Under Prop 19
- How to CUT Your Tax Bill When Selling Real Property
- FIGHT TO FIX CA Prop 19: Save Your Home For Your Children
- Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?
- Mid-Year 2021 TAX PLANNING: What to Do Right Now!
- MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
- CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
- How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
- Family Estate Plan MEETING: CA PROP 19 Inheritance Tips
- CA PROP 19 Estate Planning: Family Cabins and Vacation Homes
- Estate Planning for Homeowners with Prop 19: Some GOOD News
- CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13!
- How to Transfer Prop 13 Caps to Children After Prop 19 Deadline
- Category: Retirement Accounts
- RETHINK Your Retirement Planning Strategy
- CRUCIAL Tax & Retirement Strategies for Business Owners
- TOP 10 Steps So You Don’t Outlive Your Money in Retirement
- Why Retiring in California May Actually Be a Smart Idea
- Strategic Financial & Estate CHOICES at Age 60, 70, or 80
- IRA Tips: Get CREATIVE with Your RMD Strategies!
- How to Create an IRA Trust or SRT at CunninghamLegal
- CRITICAL 401(k) Year-End Review for Business Owners
- Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!
- The SECURE Act: Why Inheriting an IRA Takes a lot of Self-Discipline
- The SECURE Act for IRAs Explained in Less Than Two Minutes
- How To Save For Retirement & Support Your Children Financially: Are You Out Of Balance?
- Category: Spouses Divorce Blended Families
- Joint vs Separate Trust for Married Couples: What’s Right for YOU
- What If My Spouse Remarries? Protecting Your Kids After You’re Gone
- Do my spouse and I need a prenup or a postnup?
- How Does Divorce Affect Estate Planning in California?
- CRUCIAL Estate Planning for Life Partners & Unmarried Couples
- PROTECT Child’s INHERITANCE from Future Ex-Spouse
- Estate Planning for Blended Families: Pitfalls and Solutions
- DIVORCED? Critical Estate Planning: Inheritance issues
- Community Property VS Separate Property? – Estate Problems
- Estate Planning & Divorce – Protecting Your Assets & Heirs
- Category: Tax Planning, Estate Taxes, Charitable Trusts
- How to Avoid and Defer Capital Gains Tax
- Selling A Business? Maximizing Price and Reducing Taxes
- Financial Fraud Prevention
- Maximizing Tax Savings with Charitable Giving
- Planning Considerations for Business Owners
- Five Top Strategies to AVOID Death Taxes
- How Can Successor Trustees Get PAID? Trustee Fees
- What is income tax smoothing? Tax Bracket Arbitrage
- Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
- Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
- How Wealthy People Structure Estates to Reduce Taxes
- Business Owners: KEY Estate & Tax Planning Issues
- Selling a Family Business? Don’t Ignore Tax Issues!
- Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023
- NEW Proposed Tax Laws for LTC Policies and How to Repurpose your Life Insurance to Help!
- How to Give a Gift of Educational Expenses: Tax Advantages and Pitfalls
- Hot Income Tax Strategy for High Earners: Commercial Solar
- Major Shifts to Biden Tax Plan, Prop 13/19 Breaking News
- How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes
- Hidden Legal TRAPS for California Rental Landlords
- Advanced Strategies to Lower YOUR Income Tax
- ADVANCED Estate Planning for High Net Worth Families: Tax Tips
- ADVANCED Tax Strategies—Successes & Catastrophes
- Start 2022 Tax Planning NOW – Kick Strategies into High Gear