Archive for December, 2010

Getting Married Before The End of The Year? Orange County Tax Lawyer Says Think Twice Before Filing the ‘Official’ Paperwork

Thursday, December 30th, 2010

By Darlynn Morgan, Orange County Tax Lawyer

Welcome to Southern California, where winter weddings are always a popular choice for couples who don’t have to worry about the snow or freezing temperatures the way they do in other states.

However, as an Orange County tax lawyer, I will say there is one HUGE thing couples getting married in December almost always overlook, which often results in their first unnecessary bill as a married couple.

So what’s that?

Taxes!

It’s amazing how many people don’t realize that even if they are married on the last day of the year, they will still have to file a joint tax return for the ENTIRE year.   This could easily result in unwanted tax consequences and the possibility of having to send a larger check to Uncle Sam come April 15th.

Now yes, I admit that in some cases filing jointly can save a newly married couple money.  This is especially true if one spouse earns significantly more money than the other. But in most cases (especially those in which the bride and groom earn a similar salary) filing as a married couple will actually COST you money in the end.

That is why I, as an Orange County Tax Lawyer, always advise people to talk with their CPA before getting married in late November or December.

Of course your CPA (or I for that matter!) probably won’t advise you to change the wedding date (as you’ve likely had everything booked a year in advance), but perhaps, if you are going to be hit with unexpected tax consequences you might consider it –unless it were possible to wait and file the official paperwork until after the 1st of the year..

Don’t have a CPA and not sure who to talk to regarding the potential tax consequences of your winter wedding?  Please feel free to give me, your neighborhood Orange County Tax Lawyer a call and I’ll be happy to point you in the right direction.

And while you’re in the process of getting your financial ducks in a row, check out this page that explains the importance of newlywed planning.

Contrary to popular belief, newlywed planning isn’t just about creating a California premarital agreement, although that is certainly one strategy to consider.  Newlywed planning goes hand in hand with estate planning, because other strategies involve setting up a separate property trust to segregate property that a spouse enters the marriage with.  It may even provide the couple with asset protection that can give them both peace of mind.

So if you own separate assets or have children from a previous relationship, I can’t stress enough the importance of speaking with a lawyer about newlywed planning before the big day.  It is one of the smartest things you can do to make sure your children, assets and wishes are protected if something unexpectedly happens (ie. death, incapacity, divorce, lawsuits, etc).

Fortunately, we’ve made the process of meeting with an attorney easier than ever by offering 10 free Family Wealth Planning Sessions each month to readers of our blog (normally $750).  Simply call (949) 260-1400 to reserve your spot.  Your new family will thank you as you put a rock-solid hedge of protection around them that will last for generations to come.

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Orange County Elder Lawyer Explains How To Plan An Effective Family Meeting

Tuesday, December 28th, 2010

As an Orange County elder lawyer, I know that too often we handle family issues in crisis management mode.

We wait until the unthinkable happens…a fall, a sudden illness, or even a death, and then everyone goes into emotional overdrive, sometimes with catastrophic results.

If we really want to take care of our families and do the best we can for them, we need to be proactive and discuss our concerns before the worst happens.  One of the best ways to do this is with family meetings.

If you are already dealing with a sudden illness or family infighting, planning a meeting may seem like a luxury.  But if you take these few steps, you can make the best of what little time you have available to plan and make sure that your loved one’s needs are properly met:

  • Don’t expect to take care of everything right way in one meeting.  Plan to move in small steps;
  • Set a goal for each meeting and make sure that everyone involved agrees on that goal ahead of time;
  • Meet in a neutral location that is comfortable for everyone attending.  If everyone who needs to be involved cannot be there physically, arrange for a conference call.  Conference call services are available through your local telephone company and it’s really easy to do;
  • Limit your meeting to no more than seven people and only close relatives;
  • Due thorough research on the subject to be discussed (for instance, nursing home options, treatments available for the illness affecting your loved one, etc.) and share your findings ahead of time with everyone who will be attending either by email or regular mail;
  • If you are meeting to discuss estate planning,  bring the appropriate documents with you; and,
  • Prepare and stick to a short agenda that gives everyone time to speak and voice their thoughts and concerns (within reason, of course).

And most of all, as an Orange County elder lawyer, I want to remind you this is a meeting.  Stick to your agenda, keep everyone on point and you will make the best possible use of the limited time you have available to take care of your family properly.

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Give Your Family the Greatest, Most Unique and Priceless Gift This Holiday Season

Thursday, December 23rd, 2010

You may be surprised to hear this, but the greatest gift you can give to your family this holiday season can’t be purchased in department stores and certainly won’t fit under the tree.

In fact, your minor children would probably stare at you in utter confusion (and possibly disappointment) if you told them what it was.  Your spouse or significant other would probably do the same.

Yet I can assure you that this “ultimate gift” is one of enormous value that will last your family for generations. It’s also one that says “I love you now—and forever more” more than any retail gift could.

So what is it?

Estate Planning!

You see, if you want to protect your assets and make sure your kids are taken care of by people you LOVE should the unthinkable happen to you and your spouse… then you must PLAN NOW.

Planning is one of the greatest, most unique and priceless gifts you can give to your family this holiday season.

By giving the gift of estate planning this year, you are also contributing to the overall growth and preservation of your family’s wealth. At a time like this, what could be more important?

Specifically, here’s what the gift of estate planning will give your family this holiday season:

  • Asset Protection! You will protect the assets you’ve worked so hard to acquire (cash, real estate, securities, business interests, life insurance, pensions, etc.) and make sure they are passed down to your children in a way that’s safe, secure and free from the financial dangers of divorce or bankruptcy.
  • Freedom from the Courts and IRS! Help your family by making sure your assets are passed down to the people you want—without interference from courts, creditors, relatives or the IRS.
  • Legal Protection of Your Children! Ensure your kids are protected and cared for in a way you want, by the people you want, should something happen to you.  You’ll also avoid the 6 common mistakes parents make when naming guardians for their young children.
  • Legally Avoid Taxes! This priceless gift will allow your family to legally avoid paying the estate tax, no matter how big the estate, if death of incapacity suddenly occurs.
  • Peace of Mind- Know without a shadow of a doubt that your legal and financial house is in order—and that you have the tools and resources necessary to keep it that way! 

My Holiday Gift To You ($750 Value)!

If you own a home and have minor children, make an appointment this month for a “Family Wealth Planning Session” I will waive my regular $750 planning fee.  In this session I will personally walk you through the steps you must take to make sure your family is protected should the unthinkable happen. Simply call (949) 260-1400 to make your appointment. Say you want Darlynn’s Holiday Special.   Your family will thank you for it!

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How the New Estate Tax Law Affects You and Your Orange County Estate Plan

Tuesday, December 21st, 2010

By Darlynn Morgan, Orange County Estate Tax Lawyer

Finally, a tax deal is in place!

To the relief of many estate planners, financial planners and concerned citizens across the United States, the controversial tax compromise was successfully passed through Congress and ultimately signed into law on Friday.

This comes after an entire year of uncertainty as professionals and taxpayers alike were losing hope that Congress would act before the pre-2001 tax rates reverted back into law at the beginning of the year.

Of course while there are still a number of people unhappy with this 11th hour deal ( including the President himself),  it’s still a better solution than tax hikes across the board and an estate tax that was bound to affect even the middle class.

So what did Congress ultimately pass with regards to the estate tax?

As of now, the law permits someone to pass $5 Million of their assets (or $10 Million per couple) tax free to their beneficiaries upon death.   For anything else above that, the tax rate is set at 35%.

That’s a far cry from the $1 Million exemption and 55% tax rate that would have taken affect on January 1st had Congress done nothing.

So what does that mean for you and your Orange County estate plan?

Well for many of my clients, it means business as usual.  The folks in Orange County worth over $10 million have historically planned for estate taxes, as their net worth has always pushed them over the Bush-era exemption level.   So nothing changes there.

And of course anyone with a net worth under $5 million (or $10 million for couples) can now rest easy knowing they will legally escape the grasp of Uncle Sam should they pass away over the next two years.

Yet what’s important to remember is that this new tax law is not permanent.  In fact, the Democrats are already vowing to lower the estate tax exemption levels as early as next year.  So while it’s safe to stop worrying for now, I’d advise you to keep this issue on your radar as things could still change at any time.

Of course that’s not necessary if you are an estate planning client of mine.  I keep these issues on MY radar at all times so you don’t have to.  That way if anything happens on a Congressional or state level that could potentially impact your estate plan, you will be notified promptly and we’ll work on making the appropriate changes.

I would say that’s one of the major benefits of working with an Orange County estate tax lawyer who cares enough about your plan to make sure it stays updated as your life, and the law, changes through the years.   Otherwise, your plan could fail when your family needs it the most.

Yet for those of you now wondering whether you even need an estate plan now that the estate tax issue is temporarily out of the way, the answer is YES, ABSOLUTELY—every adult needs some form of an estate plan!

In fact, the majority of my clients (including high net worth clients) don’t even come in for estate tax planning.  Instead they create estate plans to:

  • Make sure their children would be cared for by the people they want, in a way they want, if something unexpectedly happened to them
  • Avoid the Orange County probate court and ultimately keep their affairs private upon death
  • Put safeguards in place so their inheritance is not lost due to reckless spending, divorce, lawsuits or bankruptcy on the part of their beneficiaries
  • Plan for incapacity and ensure their assets aren’t eaten up by nursing home costs or long-term care expenses at the end of their life
  • Plan for blended families or non-traditional relationships
  • Make things easy for their family
  • Make sure someone can make important medical or financial decisions for them if they are incapacitated but do not die for whatever reason.

That’s why I always like to remind people that estate planning is about so much more than avoiding taxes.  Instead, it’s about making sure the people and things that matter the most to you are securely protected if something unexpectedly happens.

Of course if you are still not protected as we go into 2011 (whether you need advanced estate tax planning or not), please feel free to give me, your neighborhood Orange County estate planning attorney a call so we can discuss how to put a rock-solid hedge of protection around your family this year.

In fact, by mentioning this article, you can come in for a Family Wealth Planning Session (normally $750) absolutely free of charge. Simply call (949) 260-1400 to reserve your spot. However, this offer is limited to 10 appointments per month, so call today!

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OC Trusts and Estates Lawyer Teaches How to Protect Your Family Over the Dangerous Holiday Season

Wednesday, December 15th, 2010

It’s that time of the year again where the stores are packed, traffic is horrendous and holiday parties are in full swing. And no matter what holiday you celebrate, this is certainly not the safest time to be out-and-about on the roads.

Between Thanksgiving and New Year’s Eve in 2002 alone, alcohol related crashes killed 1,561 people. That doesn’t even account for the people who were simply injured or incapacitated for any length of time from their injuries.

That’s why as an OC Trusts and Estates Lawyer, I believe the holidays are the perfect time to make sure your will, trust or other estate planning documents are updated so your family stays protected should something unexpectedly happen to you.

Without such an updated estate plan, your children could be left at the mercy of the courts, your assets in limbo and your physical or medical wishes may not be honored in the event of an accident.

Specifically, here are four things to consider when updating your estate plan prior to the holiday season:

Guardianship nominations: Have you named guardians to care for your children if something happens to you? Have you made sure those guardians will have the financial resources to care for your kids in your absence? Are you even happy with the people you originally chose to care for your kids? If you answered no to any of these questions, it’s time to pull your plan out of the drawer and make a few key changes.

The effect of marriage, divorce or remarriage: Is your ex-spouse still set to get half of what you own according to the directions of your prior estate plan? Is your ex-spouse still listed as beneficiary of your life insurance policy? If so, it’s time to update! I recommend reviewing your plan carefully to make sure your beneficiaries are exactly as they should be in case something unexpectedly happens to you.

Are your assets owned properly in the name of your trust? If you have a trust, now is a great time to take an inventory of your assets and make sure they are owned properly in the name of that trust. This is one of the most common reasons an estate plan will fail at the end of a person’s life.

Do you have medical directives and Powers of Attorney (POA) if you are incapacitated? If you are incapacitated in an accident but do not die, you’ll need clear medical directives and power of attorney forms so someone you trust can make medical and financial decisions until you are able to speak for yourself. If medical directives and POA’s were not included in your original plan, speak with a qualified OC Trusts and Estates lawyer to have them drawn up before the hustle and bustle of the season starts.

In closing, I can’t stress enough how much an updated estate plan is the greatest gift you can give to your family over the holiday season. It’s the only way to make sure your children, assets and wishes will stay protected should something happen to you during this dangerous time of the year.

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Newport Beach Estate Tax Lawyer Discusses Handling The Tax That Won’t Die, Even If You Do

Tuesday, December 14th, 2010

With all the talk about the future of the Bush tax cuts, I know as a Newport Beach estate tax lawyer that one aspect of taxation that isn’t getting quite as much press is the reappearance of the estate tax.

As of January 1, 2011, the estate tax will once again rear its ugly head and take a serious bite out of your estate when it does. 

If your estate is valued at $1 million or more (for individuals, not married couples), you can expect your heirs to be hit with a tax bill of 55%.

Here’s a quick and dirty list of things you need to seriously think about before January 1st:

  1. Don’t Count On Congress.

 

The issue of the estate tax may not be resolved any time soon.  The Bush tax cut extension is such a hot button issue and is generating so much press, no one is sure what will result from it.  An increase of the estate tax exemption to $5 million is included in the Obama tax plan, but the House and Senate would both have to agree to it for that to become law. The end of the year is only about 3 weeks away and there’s still a lot of squabbling on Capitol Hill about this issue. 

Plan For The Worst Tax Rate.

Plan your estate based on the worst case scenario.  The smart money is on some change in the estate tax for 2011, possibly going back to the 2009 individual exemption and tax rate, but no one really knows what will happen.  With the government facing a serious budget crisis, it is highly unlikely that the tax will be repealed and eliminated.  No one in government is going to let go of that kind of revenue.

Take Advantage Of Every Possible Loophole.

If you or a loved one is critically ill, talk to your Newport Beach estate tax lawyer now.  Ask about the possibility of annual gifts of cash (up to $13,000 tax free), securities, property, medical care payments, or even tuition, before year end.  If your assets are still at issue, ask about generation-skipping trusts or the formation of other trusts.  It may cost you some in taxes but gift tax rates this year are 35%.  They will probably never be that low again. 

Talk To Your Newport Beach Estate Tax Lawyer Now.

Any of the potential changes in the estate tax can have an adverse effect on your estate and the future of your heirs.  And none of the options to handle the tax can take place overnight.  Talk to your Newport Beach estate tax lawyer as soon as possible to get your plan in place.

You can’t “wait until after the holidays” to deal with these tax issues.  It can take weeks to transfer accounts or securities or even gifts.  Talk to us now to get things rolling and make sure your bases are covered, regardless of what Congress does or doesn’t do.    

Call us to schedule your Family Wealth Planning Session today.  We can advise you about the steps you need to take now to protect your estate and continue to advise you when Congress finally on the future of the estate tax.

A Family Wealth Planning Session normally costs $750, but this month I’ve made space for the next two people who mention this article to have a complete planning session with me at no charge.  Call today and mention this article.

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Snowbirds Must Plan for Dual Residency, Warns Newport Beach Elder Attorney

Tuesday, December 14th, 2010

By Darlynn Morgan, Newport Beach Elder Attorney

It’s officially December, which means the “snowbirds” are starting to take flight!

As an elder attorney in Newport Beach, I am all too familiar with this term!  Southern California is one of the top “snowbird” destination sites in the country for people seeking to escape the brutal cold of the Northern and Midwestern states.

I also know that many retired Americans will stay with their children or grandchildren who live locally in Southern California during this time, while others will go as far as purchasing property here to ensure they have a “home away from home” during the winter months.

Yet if you or an elderly loved one falls into the “snowbird” category this year, I want to encourage you to do your homework and find out whether or not your will, trust or other estate planning documents will work as you planned if something unexpectedly happens to you while out-of-state.

That’s simply because each state has its own set of laws and rules , which means that your seemingly rock solid estate planning documents may not work properly, or even be considered legal in the state in which your death or incapacity occurs.

This is especially true as it relates to your living will or advanced health care directive.  The legality of these documents varies from state to state and a doctor or hospital may choose not to honor your healthcare wishes if something unexpectedly happens to you.

Fortunately though, all of this is avoidable with a little bit of help!

You simply need to meet with an elder attorney in Newport Beach who can help you determine what is, and is not legal in the states in which you reside.  This is especially important if your will or trust was created before you owned property in this dual state.

Here at Morgan Law Group, we are happy to help you get to the bottom of such dual residency issues.  We do that by thoroughly reviewing the documents you already have in place during a comprehensive Family Wealth Planning session.  These sessions are normally $750, but you can come in for free with the mention of this article.  Simply call (949) 260-1400 to reserve your spot.

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Transfer on Death Agreements Are a Useful Estate Planning Tool, says Orange County Probate Lawyer

Friday, December 10th, 2010

By Darlynn Morgan, Orange County Probate Lawyer

For Orange County residents seeking to avoid probate on certain assets such as their stocks, bonds and other assets in brokerage accounts, Transfer on Death Agreements (TOD’s) can be a very useful and convenient estate planning tool.

Essentially, Transfer on Death Agreements allow you to pass ownership of your accounts directly to a beneficiary of your choosing when death occurs.  Without such designations, each account would have to go through the probate court before it can be distributed to your desired heirs.

Of course many people wish to avoid involvement with the Orange County probate court simply because it could take a year or longer before the funds actually reach your desired beneficiaries.  The value of your assets may also be reduced by as much as 5%, as your heirs will be responsible to pay mandatory attorney and court fees.

Finally, one of the greatest drawbacks of probate is that the value of such assets will be revealed during the process and made public for the whole world to see. This aspect of probate is especially troublesome for people who do not want every scam-artist or busybody in town knowing what their heirs stand to inherit upon their passing.

Yet it is important to remember that while TOD agreements will help you avoid probate on some of your assets, it won’t help you avoid probate on the rest of your personal effects such as jewelry, collections, family heirlooms, the contents of your home, if the total value exceeds certain limits.

Nor will TOD agreements help you minimize the amount of estate taxes your family might have to pay upon your passing or protect your assets if incapacity and not death occurs.

That’s why it’s so important you speak with an estate planning attorney before making any decisions about your financial or legal affairs.  While a TOD is indeed a useful estate planning tool that can help you avoid probate, it may not be the best – or the only tool your family needs to ensure they are protected should something unexpectedly happen to you.

Fortunately, we’ve made the process of meeting with an Orange County probate lawyer easier than ever by offering free Family Wealth Planning Sessions (normally $750) to anyone that takes the time to read this informational article.  However, these sessions are limited to 10 per month, so call (949) 260-1400 to reserve your spot today.

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Newport Beach Wills and Estates Lawyer Discusses Estate Planning Before, During and After Your Divorce

Thursday, December 9th, 2010

By Darlynn Morgan, Newport Beach Wills and Estates Lawyer

You’ve decided to file for divorce.   You’ve spent countless hours researching online, you’ve done your homework about the proceedings and you’ve even narrowed down an attorney you’d like to work with.

All bases covered, right?

Well not exactly if everything you own is still set to go to your future ex-spouse if you pass away, or if your ex will still be the one legally responsible to make medical or financial decisions for you in the event of incapacity.

In my work as an Orange County wills and estates attorney, I see this all the time.  People simply find that there’s so much to think about when contemplating divorce (i.e living arraignments, finances, custody arraignments), that they forget to think about their estate planning and the necessary updates that must be made to ensure their spouse is no longer the beneficiary of their estate.

This is especially true if you have a life insurance policy, retirement accounts, investments, property or even a joint trust with your current spouse.  If you fail to take steps to create a single person trust or designate new beneficiaries on your other assets, your ex-spouse will still receive everything you own—even after you are legally divorced.

Similarly, if you don’t create an updated power of attorney and living will, your soon-to-be ex-spouse will be the only one with legal permission to call the shots if you are permanently or temporarily incapacitated.   For most people, the thought of their ex making decisions such as medication administration, life-support or nursing home vs. home care is frightening and that’s why it is so important these issues get addressed at some point before or after the divorce proceedings.

However, there are strict time-frames as to when you can update/amend your estate planning documents during a divorce, so please make yourself familiar with the following guidelines:

Before You File

It’s a good idea to consider revoking and restating all of your estate planning documents before filing for divorce.  This includes updating your living will and financial power of attorney so someone else has the ability to make financial or medical decisions on your behalf if you are not able to.   You’ll also want to name new beneficiaries on your life insurance policy, retirement accounts and other investments where applicable.  If you have a joint trust with your spouse, you’ll need to talk with your Newport Beach wills and estates lawyer to find out whether you must provide notice to your spouse before it is revoked.  In California, whether such notification is required will depend on timing; this is important to consider, for those who want to keep their affairs private from their soon-to-be ex-spouse.

During the Divorce Proceedings

During your divorce proceedings, the ability to revoke your trust or name new beneficiaries on certain accounts comes to a screeching halt.  What’s known as an Automatic Temporary Restraining Order (ATRO) will kick in to ensure your assets and ownership interests stay the same until an official division of assets and ownership interests takes place.  Therefore, it’s important to note that if you pass away during this time, your soon-to-be ex-spouse will still become the beneficiary of your estate.  You can, however, update your will, power of attorney and living will during this time to minimize the amount of power your ex-spouse would have if something unexpectedly happens to you.

After the Divorce

After the divorce proceeding, you are considered a single person in the eyes of the law.  You are free to update, revoke and amend your estate planning documents as you see fit.  Yet it’s important to remember that the divorce proceeding itself does not supersede the wishes set forth in your estate planning documents.  If you fail to take action and physically remove your ex-spouse from your will or other assets such as your life insurance policy, he or she will still inherit everything they are legally entitled to under your estate planning documents—as outdated as they may be.

When to Get Help

I always advise people in the Newport Beach area to at least meet with an estate planning attorney, in addition to their divorce attorney before ultimately filing for divorce. That’s because it’s important for you to know exactly how the divorce proceedings will affect you and/or your children, especially if you become incapacitated or pass away suddenly during the process.

Fortunately, we’ve made the process of meeting with a Newport Beach wills and estates lawyer easier than ever.  Simply mention this article and we’ll allow you to come in for one of our comprehensive Family Wealth Planning Sessions (normally $750) absolutely free of charge.  We do this because we are passionate about making sure every person has the information they need before getting tangled up in a long divorce proceeding where restrictions are imposed by the court as to how and when you can amend your plan.

To schedule your appointment, call our Orange County estate planning office at (949) 260-1400.  Please note, this offer is limited to the first 10 callers so reserve you space today!

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Newport Beach Elder Attorney Discusses Spotting Changes in Elderly Relatives Over The Holidays

Thursday, December 2nd, 2010

By Darlynn Morgan, Newport Beach Elder Attorney

One of the greatest blessings of the holiday season is visiting with friends and loved ones that we don’t normally get to see throughout the year.  For some that means visiting with aunts, uncles, cousins and friends over a lively family dinner.  For others, the holidays are the only opportunity to share intimate time with parents or siblings who live out of state.

Yet regardless of who you fellowship with this time of year, the holidays are an excellent time to pay close attention to aging relatives and note any changes that may indicate the need for increased care.   This is especially important for people who have aging relatives that live alone or do not have a solid family support system at their disposal.

So what exactly should you be paying attention to as you visit with elderly family and friends?  Here’s a brief list of warning signs that may indicate your loved one needs additional help around the house or increased medical care:

-          Forgetfulness

-          Confusion

-          Neglect of physical appearance or basic hygiene

-          Neglect of medical needs

-          Trouble performing routine tasks or chores

-          Personality changes

-          Sudden money trouble due to inability to handle affairs

-          Unsteadiness, clumsiness or recent history of falling

-          No longer responds to sounds or sudden loud noises

-          Wearing inappropriate clothing based on the weather

-          Has trouble answering simple questions

If your loved one displays any of the signs above, it’s important to address the situation immediately following your holiday festivities.   If you don’t feel comfortable going directly to your aging loved one, talk with other family members and see if they too noticed the same unusual behaviors or warning signs.  From there you can approach your loved one together and determine how you can best be of assistance in getting them the level of care (i.e. family oversight, home health care, nursing home care) that they now require.

Furthermore, if your loved one is showing signs that he or she may require assisted living or nursing home care in the future, it’s equally important to meet with a Newport Beach elder attorney to ensure they have the proper documentation in place (i.e.  a power of attorney and living will) should someone ever need to make financial or medical decisions on their behalf.

Your Newport Beach elder attorney will also advise you on proactive ways to shield your loved one’s assets should they ever require nursing home care.  This area of the law, typically referred to as Medi-Cal (Medicaid) planning, is a very important step in making sure your loved one can qualify for financial assistance without having to sell or give away everything they own in the process.

Yet it all starts with simply observing your loved one’s actions and appearance over the holiday season to make sure they are not displaying a need for increased care.  If you determine your aging loved does need more help or should no longer be living on their own, you can then work together as a family to determine the next best steps in making sure your loved one is properly attended to for the remainder of his or her life.

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Southern California Probate Attorney / Estate Planning Lawyer / Wills & Living Trusts Law Firm
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The estate planning law firm of Morgan Law Group, apc serves all cities in Orange County, including: Aliso Viejo, Anaheim, Balboa Island, Brea, Buena Park, Capistrano Beach, Corona Del Mar, Costa Mesa, Coto de Caza, Cypress, Dana Point, as well as estate planning in Foothill Ravnch, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, and estate planning and probate in Los Angeles, Mission Viejo, Newport Beach, and estate planning and probate law firm information in Orange, OC, Placentia, Rancho San Margarita, San Clemente, Santa Ana, Seal Beach, Tustin, Villa Park, Westminster, and Yorba Linda.