Category Archives: Estate Planning

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 […]

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 […]

Orange County Trust Attorney: 5 Steps to Create a Revocable Living Trust

A revocable living trust is the perfect document to protect your privacy, avoid probate, and leave someone you trust in charge of managing your affairs if you become incapacitated or pass away. It’s an essential element for estate plans and gives the trust maker, also known as the Grantor, the peace of mind that their […]

What You Should Know About Living Together if You’re Over 50 | Newport Beach Estate Planning Attorney

By Newport Beach Estate Planning Attorney Darlynn Morgan Between 2007 and 2016, the number of unmarried couples over the age of 50 who were living together increased by 75% according to the Census Bureau. There are several factors contributing to the rise in romantic roommates. A change in social attitudes towards cohabitation has lifted much of […]

Important Estate Planning Tips After the Loss of a Partner | Newport Beach Estate Planning Lawyers

Few things in this world are as devastating as losing a partner. If you have suffered the loss of your life partner, our heart goes out to you. As Newport Beach estate planning lawyers, we understand how the grief can be debilitating, and the last thing you want to think about is your “to do” […]

Attorneys in Newport Beach Want You to Protect Your Family and Assets by Planning for The Possibility of Disability

Attorneys in Newport Beach often see the results of what happens when someone does not realize the importance of planning for an unexpected disability.  Sure, clients come to their lawyers ready to plan for what to do with their retirements, or how they would like to see their estates managed after they have passed away.  […]

Estate Planning for First Responders and Law Enforcement | Will and Trust Lawyer in Orange County

As a will and trust lawyer in Orange County, I realize that there are many reasons why people put off estate planning. Some think that being young and healthy means they won’t need to worry about drafting up a will anytime soon. Others are just too uncomfortable thinking about what would happen to their spouse […]

You Don’t Have to Be Rich to Have a Trust Fund! | Orange County Trust and Estates Lawyer

The phrase “trust fund” often brings to mind a particular type of person, namely someone who comes from a wealthy family with an excessive amount of money available to spend on luxury and frivolity. Although there are families who have that kind of generational wealth that’s passed down to them through a trust fund, it’s […]

Newport Beach Will and Trust Attorney: Estate Planning for College Students and Young Adults

Preparing for college can be exhausting for both the student and their parents. Between paying tuition, getting registered for classes, and setting up a dorm room or apartment, there’s a lot of time and money involved. One of the most important aspects of planning for college that’s often overlooked is setting up some basic estate […]

Estate Planning Attorney in Orange County Urges Families to Avoid These 5 Common Mistakes

Every estate planning attorney in Orange County has, at some point in their career, heard a sad story about complications in handling a loved one’s estate. Legal language can be tricky, and sometimes a minor mistake can cause major problems. One way to prevent potential conflict among family members or a lengthy and expensive probate […]