A Second Chance to Double Your Tax Exemption
CunninghamLegal – The Living Trust Lawyers
The IRS just issued Revenue Procedure 2017-34, which, for a limited time, has extended the deadline to file for portability elections. The American Taxpayer Relief Act of 2012 (enacted in 2013) provided people with the process of “Portability” where a surviving spouse “inherits” the unused Federal Estate Tax Exemption of their predeceased spouse...
Your Home & Medi-Cal. When Your Home Is Exempt
CunninghamLegal – The Living Trust Lawyers
This is an informative article from California Advocates for Nursing Home Reform (CANHR) on how your home and other assets impact Medi-Cal eligibility.
CANHR Website
Medi-Cal eligibility requires that an applicant (and his/her spouse) have a limited amount of assets. Your home is exempt from consideration as a resource when you or your spouse...
9 Things to Do After Your Email is Hacked
CunninghamLegal – The Living Trust Lawyers
Email hacking has been in the news a lot, and while most of us don’t have information that rises to the level of national security, we still want to protect our privacy.
If your email gets hacked, do these nine things:
Change your password to a more secure one,
Go to the help section for your ISP for advice,
Report it to your ISP,
Notify your...
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...
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...
Charitable Giving in Placer County – Who Can Help?
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...
January 2017 Seminar Schedule – Released
CunninghamLegal – The Living Trust Lawyers
CunninghamLegal has just released it’s January 2017 Seminar Schedule and the first few weeks of the year are jam-packed with valuable, free education on Estate Planning, Living Trusts and Medi-Cal.
Learn how:
• Your Living Trust may fail to protect your valuable IRAs (401ks, Roth, 403(b)).
• Your Living Trust may fail to protect your...