Orange County Probate Attorney: What To Do After a Loved One Dies

When a loved one passes away, the grief is often overwhelming and exhausting. Your emotional state may make it nearly impossible to carry on basic functions like sleeping or eating. The last things you’ll feel like tackling are the legal or financial tasks that must be handled after an individual passes. Although delegating some of […]

3 Ways Your Child’s Spouse Can End Up with the Family’s Money

By Orange County Estate Attorney Darlynn Morgan It’s not inherently bad if your son-in-law or daughter-in-law receives your child’s inheritance; after all, he or she is part of the family. Ideally, if an in-law ends up with the family’s money (say your adult child passes away first), it’s always the hope that the in-law will […]

Worried your children will be unmotivated after receiving an inheritance? Orange County Trust Lawyers encourage parents to consider this estate planning tool

Self-made billionaire Warren Buffet once famously said, “Leave your children enough money so they can do anything, but not enough that they don’t have to do anything.” Commodore Vanderbilt’s grandson, an heir to some $60 million in 1885, also once declared that “inherited wealth is as certain death to ambition as cocaine is to morality.” […]

COVID-19: Office Precautions & Flexible Meetings for Clients

As estate planning and elder law attorneys, our practice is dedicated to serving our most vulnerable citizens, including seniors, those who are ill, disabled, experiencing mental health challenges and children with special needs. We deeply understand the anxiety and hardships that the current coronavirus outbreak is causing to everyone in our community. We have also heard from many […]

Newport Beach Trust Lawyer: Understanding the Responsibilities of a Trustee

Whether you’ve been asked to be the trustee of a loved one’s trust or you’re in the process of choosing someone to act as your own trustee, it helps to understand what is expected of a trustee. Being a trustee involves a lot of responsibilities, often on both a short-term and long-term basis. Keep in […]

Orange County Trust Lawyer: Why Every Small Business Owner Needs an Estate Plan

Creating and building a successful business is an incredibly difficult undertaking – and maintaining that success is usually even more challenging. Protecting that success, however, is a different story entirely. You must consider what will happen if you die or become incapacitated, if your business will be subjected to estate taxes once you pass away, […]

Millennials: Use These Estate Planning Strategies to Address Your Unique Needs | Newport Beach Estate Planning Attorneys

If you’re in your twenties or thirties, you’ve probably heard about the importance of creating Wills and Trusts… but maybe you think you’re too young for estate planning or that you don’t have enough assets yet to justify putting a plan in place. But, Newport Beach estate planning attorneys will tell you that it is […]

Newport Beach Estate Lawyer: Where Should I Store My Original Estate Planning Documents?

After you complete the process of creating an estate plan with your Newport Beach estate lawyer, you’ll want to give serious thought about the place where you will store your original documents. Unfortunately, if your original documents can’t be found after you pass away, it will be presumed that you died without leaving a will […]

How Is a Trustee Paid for Managing a Special Needs Trust? | Orange County Special Needs Planning Lawyer

As an Orange County special needs planning lawyer, I often help parents set up a supplemental or Special Needs Trust in California to protect their child’s resources and inheritance for the future. When crafting this important document, the attorney will also help their clients choose a trustee who will be charged with overseeing and managing […]

Mental Health and Health Care Directives: Everything You Need to Know

Health care directives, which include the Living Will, Health Care Agent Designation, and HIPAA Medical Release, are necessary components of any estate plan. Health care issues occur more and more as we age, so it’s important to have the proper legal documentation in place to ensure we get the care we need. However, mental health […]