Category Archives: newport beach estate planning attorney

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 […]

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” […]

DNA Tests, Ancestry Accounts, and Planning for Unexpected Relatives in Your Orange County Estate Plan

Modern technology has put research tools once only available to professionals in the hands of everyday people. With nothing more than access to the internet, we can trace our family trees back several centuries. We are can now order DNA testing kits through the mail, allowing us to discover our genetic roots without leaving our […]

Newport Beach Wills and Estates Lawyer Discusses 3 Easy Ways to Protect Your Kids in an Emergency

If something were to happen to you and your spouse what would happen if the authorities or medical personnel did not know that you have minor children at home waiting for you? Picture this; your children are at home and more frightened as each hour passes and you have not returned. The babysitter is scrambling […]

Orange County Estate Planning Attorney Answers, “Can I Name More Than One Person as My Power of Attorney?”

By Orange County Estate Planning Attorney Darlynn Morgan Granting someone power of attorney means that you are giving them the authority to make important decisions on your behalf should you be incapable of making them yourself. The scope, duration, and other specifics are up to you. While the laws vary in each state, it’s usually […]

What You Need to Know About Terminating a Bypass Trust

As tax laws have evolved over the years, some tools of estate planning have become outdated. What was once beneficial to a surviving spouse may no longer be the best option. A bypass trust, combined with a survivor’s trust to form what’s known as an AB trust, is often used by affluent couples as a […]

Newport Beach Will and Trust Lawyers: 5 Estate Planning Must-Haves

Newport Beach Will and Trust lawyers in Newport Beach are often asked by their clients to explain what comprises a basic estate plan. Unfortunately, there’s no simple answer to this question because an estate plan all depends on the situation and the needs of the individual. For instance, a basic estate plan for one person […]

Newport Beach Estate Planning Attorney: Can I Use a Revocable Living Trust for Asset Protection?

Trusts are excellent legal tools that can be used to accomplish most estate planning and asset protection planning goals. The most common type of trust is a Revocable Living Trust, which will hold your assets and help avoid the Orange County probate process when you pass away. However, as a Newport Beach estate planning attorney, […]

Newport Beach Estate Planning Lawyers Outline The 5 Most Infamous Estate Planning Battles

When done properly, an estate plan affords peace of mind to those creating it and leaves behind a legacy for their descendants. But sometimes estate planning can go awry – and it’s usually due to eccentricities held by either the creators of the estate plan, the beneficiaries, or both. To give a good idea of […]