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Looking for the best Living Trust attorneys in the Westlake Village, Thousand Oaks, Newbury Park, or Calabasas, California area? Please consider our CunninghamLegal office in Westlake Village, headed by two popular and proven estate attorneys, Jeff Rosen and Janice Lee Shen. Jeff and Janice work with people throughout the Conejo Valley as they create Living Trusts, Wills, Powers-of-Attorney,...

Fix Your Outdated Living Trust Now! By Tasha Jahn, Attorney-at-Law Remember that Living Trust you created five or ten years ago? I’m sorry to tell you it was just the beginning. Since then, your family probably changed, your assets certainly changed, and believe me, the tax laws changed a lot. That means the Estate Plan that’s been sitting quietly in your drawer all this time has likely...

A California Living Trust Attorney Discusses Asset Protection Strategies & Trusts by Jeffrey Rosen, Attorney at Law Here’s a disaster I see all too often in my practice, and it breaks my heart: An inheritance which required a lifetime to accumulate is taken in an instant by a predator, creditor, or divorce after it transfers to a loved one. Lawsuits are at an all-time high. Divorce hits at...

Eight Steps for New Trustees by James L. Cunningham Jr., Attorney at Law I realize that you have just faced the difficult truth of a loved one passing away. Unfortunately, I must tell you that another difficult truth awaits: If you were named as the Trustee of an estate, it can be more than a little stressful going through a loved one’s things, finding their financials and deeds, paying their...

News about the Coronavirus (“COVID-19”) is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to protect ourselves and our families, both physically and financially.  Constant news reports about COVID-19 have...

The CARES Act was passed in March 2020. The legislation provided economic relief in various forms— one of these forms was to provide relief to those who use tax favored retirement accounts. Many of our clients’ largest asset are their IRAs and 401(k)s. For years, when someone turned 70 ½, they would be forced to take a distribution from their IRA / 401(k) and pay taxes on that...

Estate planning for families is more important than ever during the Coronavirus pandemic. This week we would like to highlight the importance of getting your plan in place if you have minor or special needs children. Parents need to have their foundational estate planning documents including a revocable living trust, powers of attorney and advanced health care directives. However, plans need...

The Coronavirus outbreak has shaken the world. Financial planning and estate planning have become a central focus for those concerned that they, or someone they care for, will contract the virus and—potentially—lose control of their affairs.  Many clients’ largest asset are their IRAs and 401(k)s. For years, when someone turned 70 ½, they would be forced to take a distribution from their...

In the month, Coronavirus has swept the United States. Naturally, estate planning has become a central focus for most people. It’s important to make sure your plan is up to date.  We have had clients call our office—concerned about their plans—concerned they aren’t properly prepared. We would like to share eight tips for your estate plan during these next few months: Make sure you know where...

We hope you and your loved ones are safe and healthy during these uncertain times. We understand how scary the world is right now.  These last couple of weeks have been challenging and unfortunately, the COVID-19 pandemic is likely to remain so for the foreseeable future. CunninghamLegal remains committed to continuing to serve you – our client.  Although each location is now closed to the...