Category Archives: Inheritance

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 […]

Orange County Estate Planning Lawyer: How to Leave Money or Property to Minor Children

Estate planning for a married couple is often pretty straightforward: you leave all of your property and money to your spouse, who also takes care of the minor children. But what happens if both parents pass away unexpectedly, or if you’re a single parent creating an estate plan? Parents will usually say “then the children […]

Orange County Will and Trust Attorney: How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them

By Orange County Will and Trust Attorney Darlynn Morgan As people get into their senior years, it is natural to start thinking about the end of life. Those thoughts can bring about concern regarding the type of inheritance to leave to adult children, and exactly how to carry out your wishes when passing down your […]

Orange County Trust Lawyer: How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems

By Orange County Trust Lawyer Darlynn Morgan Just about everyone knows or loves someone with a substance abuse problem. The detrimental effects impact many facets of American society. Sadly, we are seeing an upswing in the number of clients that have to deal with a loved one’s substance abuse in their estate planning. Most parents […]

Ask an Orange County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent. This is an alarming situation for many reasons, but people often wonder if that child has a claim against the deceased’s estate. As an Orange County estate planning […]

Actions Speak Louder than Words: When Will an Oral Estate Agreement Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known. Often, however, these people’s heirs may make a claim that the deceased orally stated what their intentions were. These assertions may very well […]

Orange County Will and Trust Attorney: Creative Ways to Leave “Intangible Assets” To Your Loved Ones

When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]

How to Leave Assets to Your Step-Children

How to Leave Assets to Your Step-Children Blended families are becoming more and more common in modern society, yet estate laws remain largely unchanged and still geared toward a “traditional” family structure. This poses an issue when it comes to leaving an inheritance for step-children in an estate plan. Step-children are often not legally adopted […]

Orange County Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As an Orange County special needs lawyer, I often receive questions about whether a disabled individual can continue to receive benefits after receiving an inheritance. The answer is that it really depends on the type of benefit that is being collected. Social Security Disability Insurance (SSDI) SSDI is a government benefit that helps those with […]