Category Archives: Estate Planning

Orange County Estate Lawyer Says, “A Tattoo Should Not Replace a Properly Drafted DNR!”

By Orange County Estate Lawyer Darlynn Morgan You may have heard about this story: doctors were faced with an ethical dilemma when they found the words “Do Not Resuscitate” tattooed on a man’s chest. The tattoo even included the man’s signature. The patient had no other documentation and was not accompanied by any family members […]

When Something is NOT Better Than Nothing – Hidden Dangers of DIY Estate Planning

In the past, we’ve shared about the hidden dangers of DIY estate planning. In this post, we cover one of the greatest risks posed by do-it-yourself documents You might think you can save time and money by using do-it-yourself estate planning documents you find online. You’re probably anxious to check estate planning off your life’s to-do […]

Newport Beach Will and Estates Attorney: How Does a Healthcare Directive Work in California?

As a Newport Beach will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes referred to as a Living Will in California, is a legal document that spells out your wishes for healthcare if you are incapacitated or otherwise unable to […]

Orange County Trust Lawyer: Protect Your Family from Privacy Intrusions and Scam Artists When You Are Gone with a Living Trust

As an Orange County trust lawyer, I’ve found that most people do not understand the serious privacy intrusions that their family can face if they die without a Living Trust. Here in California and across the country, if you pass away without a Living Trust, all of the details about your family’s inheritance and what […]

Orange County Parents: Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

One of my greatest passions as an Orange County estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young can be difficult to accept and that’s why many parents choose to not think about it. Unfortunately, this fear can prevent parents […]

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?” The answer to this question, and so many other estate planning questions is, “Yes, but….”. It is true, that if you own an asset jointly with rights of survivorship in California, the joint tenant will […]

Orange County Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

As an Orange County trust attorney, I know that a family home or vacation property is often the most valuable asset in estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, […]

“I’m Too Young for Estate Planning!” Orange County Estate Planning Attorney Urges Millennials to Rethink This Common Estate Planning Myth.

As an Orange County estate planning attorney, I know Millennials have a lot going on; they are starting their careers, buying their first homes and starting their families. With so many “beginnings” it’s hard to imagine finding time to stop and think about “the end.” A lot of people think that they are too young to […]

Questions and Answers About Personal Liability Umbrella Insurance

It’s no secret that we live in a litigious society. And though our right to a fair trial is one of the hallmarks of American democracy, it has also led to a lawsuit-crazy culture. In this atmosphere, you’re at near-constant risk for costly lawsuits, many times even when you’ve done nothing wrong. This is especially […]

Orange County Estate Planning Attorney: Avoid This Common Beneficiary Mismatch

As an Orange County estate planning attorney, I have seen many unfortunate circumstances where a person goes through the time and expense of having an estate plan created, only to fail to update their beneficiaries on their financial or retirement accounts before they pass away. An example of this would be Mary naming her brother […]