
Grass Valley, Nevada City, Lake Wildwood, Penn Valley and Alta Sierra Residents – Did You Know?
If you are a resident of Grass Valley, Nevada City, Lake Wildwood, Penn Valley or Alta Sierra, you now have more choices when selecting your Estate Planning attorney. The areas in and around Grass Valley and Nevada City already have living trust attorney’s in town, but just a short drive down Highway 49, in beautiful, historic Auburn, you will find CunninghamLegal. For those who are not...
Your Estate Planning Binder Misses You
CunninghamLegal – The Living Trust Lawyers
For some people, a sighting of their estate planning binder is as rare as seeing Bigfoot in line at your local Starbucks. The binder is often initially reviewed and then is stored away for various reasons; to protect the documents, to protect confidential information contained in the documents, or to prevent one from having to think about the...

Resilience After Unimaginable Loss – An Interview with Sheryl Sandberg of Facebook
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...

Bypassing the Bypass Trust
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”...

Families Spend More To Care For Their Aging Parents Than To Raise Their Kids
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...

Stephen P. Bezaire Clients – Welcome to CunninghamLegal
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...

Is Hiring a Specialist a Good Idea?
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...

Should You Settle?
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...

Estate Tax and Gift Tax Coming to an End?
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...

Out of the Box – What happens when property is not titled in your trust?
CunninghamLegal – The Living Trust Lawyers
I often tell clients to consider a living trust like a box with instructions written on the side. Assets, including real estate, bank accounts and brokerage accounts are put into the box. The writing on the side of the box instructs a person (called the “Trustee”) what to do with the items in the box after someone dies. Assets are “put” into...