WEBINARS & BLOGS
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- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
3 Legal Documents College Kids SHOULD Have!
You’ve bought their books, their clothes, and more school paraphernalia than you knew existed, but one of the best ways to prepare for college is ...
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How Living Trusts Work – CRITICAL Estate Planning Simplified
Do you know how Living Trusts work? This simple guide will explain what is a Living Trust, how Living Trusts work, what is a trustee ...
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Estate Planning Documents CRITICAL By 55 – Avoid Squabbles
Did you know that when the musician Prince died in 2016 at age 57 he had no will? And guess what: his estate still isn’t ...
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How Much Does a Living Trust COST? Estate Planning Tips
If you’re like a lot of people, you may know you need a Living Trust, but you’re not really sure why, what a Living Trust ...
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The Top Ten Estate Planning Mistakes
What are the ten top estate planning mistakes made by people when they create (or fail to create) their wills, Living Trusts, retirement accounts, and ...
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Successes And Catastrophes of Advanced Tax Strategies
What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work?
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How to Transfer Prop 13 Caps to Children After Prop 19 Deadline
A possible legal strategy remains open for people to pass their Prop 13 tax assessment caps to their children now that the Prop 19, Feb. ...
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How can I protect against new tax increases & Biden Tax Plan?
A look at the massive tax changes expected during 2021 to go into effect in 2022. What’s in the Biden Tax Plan? New Estate Taxes ...
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Start 2022 Tax Planning NOW – Kick Strategies into High Gear
We’ll discuss the major changes that occurred over the last year, the changes we see on the horizon, which laws are sunsetting, which took effect ...
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Five Hidden Traps in Outdated Living Trusts
Fix Your Outdated Living Trust Now! By James L. Cunningham Jr, Attorney-at-Law Remember that Living Trust you created five or ten years ago? I’m sorry ...
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What to do if you receive a stimulus check on behalf of a decedent
Case in point: the stimulus checks that many Americans are receiving right now. The IRS has issued guidance stating that the money should be returned ...
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10 Retirement Planning Mistakes to Avoid
By James L. Cunningham Jr., Esq. Retirement planning is one of the most important financial goals for your future. When done right, you’ll be assured ...
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The Right Questions to Ask When Choosing an Assisted Living Facility
To help you make that choice, we’ve included the right questions to ask when choosing an assisted living facility below. For more on this topic, ...
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Crucial differences between Executor of a Will & Trustee
An executor of a Will and Trustee of a Trust have distinct legal responsibilities and there are major legal liabilities at stake when confusing these ...
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Elder Fraud Abuse – How to Avoid Being a Target
Senior citizens and scams — elder financial abuse statistics are staggering and it can be hard to know how to protect your elderly parents’ assets. ...
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How to Prepare Financially for the Death of a Spouse
How do I plan for the death of my spouse? When my spouse dies, what happens financially? Will my Social Security income be cut when ...
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What is the difference between a POLST (Physician Orders for Life-Sustaining Treatment) and an Advance Healthcare Directive?
What is the difference between an Advance Directive and a POLST form? If you’re like a lot of people, you may know that you should ...
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Your Teenager’s College Checklist: Legal Documents Every College Student Should Have
Do I need a Durable Power of Attorney for my college student? Do college students need to designate a health care agent or health care ...
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