May 2017

CunninghamLegal – The Living Trust Lawyers Caring for a loved one can bring unimaginable joy as well as unparalleled despair. We do our best to try to comfort our clients and ask them to remember the good times, however that’s easier said than done. It takes more than words; it takes a certain level of resilience when coping with the loss of a loved one. It’s not easy. It...

CunninghamLegal – The Living Trust Lawyers In this article, Stephen M. Wood, Attorney in our Camarillo and Ventura County office discusses A-B Trusts and why you should consider having your trust reviewed by an Attorney now. Bypassing the “B” Trust Under the current estate tax regime, it is often unnecessary for a married couple to have what is commonly called an A-B Trust. The “A”...

CunninghamLegal – The Living Trust Lawyers This is an eye-opening article from Forbes on the cost of caring for aging parents. You might be surprised to read that it costs families more to care for a frail older adult than to raise a child for the first 17 years of her life. Planning for these costs now will prepare you and your family for the future. Read the entire article here: Costs...

CunninghamLegal – The Living Trust Lawyers We have had the pleasure of spending time with Stephen Bezaire and his team and are honored that he has entrusted his successful, long-standing practice to us at CunninghamLegal. Our shared passion for the law and estate planning bode well for a smooth and seamless transition as Stephen heads to a well-deserved retirement. Most important is that...

CunninghamLegal – The Living Trust Lawyers When I was going to law school, I often received calls from family members and friends with legal questions they had ranging from contracts, landlord-tenant issues, divorce, personal injury, workers compensation and the list goes on. I would try my best to help answer someone’s legal question, but I quickly realized that it is impossible for an...

CunninghamLegal – The Living Trust Lawyers Ever hear this, “Don’t Settle,” or better yet, “Never Settle!” ?  These may be wise words to follow in certain aspects of your life, but what about your legal life, or specifically, your inheritance? After a person dies and their estate is being administered, unforeseen circumstances can arise that affect distribution of the estate.  Such...

CunninghamLegal – The Living Trust Lawyers Jim Cunningham is certified as a Legal Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He is an attorney at CunninghamLegal in Auburn, and Mr. Cunningham has exclusively focused on estate, trust, and probate-related cases since 2001. Jim enjoys assisting clients by delivering...

CunninghamLegal – The Living Trust Lawyers The year 2017 is bringing changes to the estate and gift tax exemption, the annual exclusion as well as a possible repeal of the estate tax due to President Trump and a Republican majority in Congress. The estate and gift tax exemption is increasing this year as expected. As a refresher, the estate and gift tax is a tax on the transfer of assets...