Estate Planning Tag

When your kids were little, you wouldn’t let them run in the street. When they were teens, you wouldn’t let them stay out until dawn. When they became adults, you wouldn’t let them send money to Nigerian princes soliciting them by e-mail. And when you die, believe me, you should not let them go to probate court, not if there’s anything you can do to prevent it. But unless you do the right kind...

You probably aren’t surprised to learn that all attorneys are not created equal, which makes trying to find the right one an important, yet hard, decision. There are two kinds of lawyers in this country: general purpose and special purpose. If you live in a big city or urban area, you won’t have any trouble finding someone who focuses on estate planning. If you live in a rural setting, it may...

An estate plan is important for people of all ages and wealth levels. Yet many people avoid estate planning because they do not want to think about the end of life, the possibility of failing health, or potential for an unfortunate disability. There is no time like the present to overcome those fears, stop procrastinating and start planning for your future. Pulling back the curtain on what...

CunninghamLegal – The Living Trust Lawyers “Estate Planning” is a general phrase that most people associate with planning for the end of one’s life. While that basic definition is a good place to start, estate planning goes far beyond just planning for the distribution of assets upon death. It also includes planning for periods of incapacity, healthcare decision making, Medi-Cal...

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 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...

CunninghamLegal – The Living Trust Lawyers Case Analysis, by Jim Cunningham: When writing a trust that contains a spendthrift provision, a client should consider using a trust protector as well as being able to decant the trust. This means that the trust protector can move the trust site out of the state of California and create a new trust in a jurisdiction that does not permit invasion...

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...