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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

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 10 Estate Planning Mistakes

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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advanced tax strategies—successes catastrophes

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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after prop 19 how to transfer prop 13 caps to children

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 to protect against biden tax plans 2021 urgent actions

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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Outdated living trusts

Five Hidden Traps in Outdated Living Trusts

Fix Your Outdated Living Trust Now!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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retirement planning mistakes California

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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Estate planning to survive a spouse

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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physician writes on a POLST

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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Money Managing With Children

How can you manage money with children? Can you protect your kids through your money even after you’re gone? Will your children be financially solvent? ...
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loving parents planning for childrens' future

Protecting Children in Trust Planning: Tips to Secure Assets

If I die before my teenage child, how do I protect my inheritance from a potentially irresponsible heir? What does it mean to do estate ...
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Elder Abuse On The Rise: How To Protect Your Loved Ones

What is Elder Abuse and neglect and what are the different types of Elder Abuse? How can Elder Abuse be prevented? How can I protect ...
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