Category Archives: Orange County Estate Planning

Your California estate planning lawyer at Morgan Law Group will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan.

COVID-19: Office Precautions & Flexible Meetings for Clients

As estate planning and elder law attorneys, our practice is dedicated to serving our most vulnerable citizens, including seniors, those who are ill, disabled, experiencing mental health challenges and children with special needs. We deeply understand the anxiety and hardships that the current coronavirus outbreak is causing to everyone in our community. We have also heard from many […]

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 […]

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 Lawyer Offers Estate Planning Tips for Blended Families

By Orange County Will and Trust Lawyer Darlynn Morgan Modern American families come in all shapes, sizes, colors, and configurations.  This creates unique circumstances when creating wills and trusts and putting long-term care plans in place. There is always potential for conflict when it comes to estate planning in general, but the added element of […]

Orange County Will and Estate Lawyer Answers, “Can I Exclude My Spouse or Child from My Will?”

By Orange County Will and Estate Lawyer Darlynn Morgan Excluding someone from your will, particularly if it’s your spouse or your child, can be complicated. In some states, it’s not even allowed. Leaving out people who wouldn’t automatically receive any of your estate is usually as simple as just not including them. However, if you […]

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 […]

Orange County Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate

By Orange County Estate Planning Attorney, Darlynn Morgan If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your children or your grandchildren. These plans are sponsored by state agencies or educational institutions, and they’re available to people of all income brackets. While a 529 Plan […]

How Long Does It Take to Settle an Estate in Orange County, California?

One of the most common questions asked when it comes settling estates is “How long will it take to settle an estate in Orange County?” The answer to that question is, of course, going to vary depending upon several factors. In some situations, Orange County probate may just take several weeks or a few months; […]

Orange County Estate Planning Lawyer: Here’s a Unique Financial Gift to Give to Your Loved Ones This Valentine’s Day

By Orange County Estate Planning Lawyer, Darlynn Morgan If you’re searching for a special gift that demonstrates just how deeply you love your spouse, significant other, kids or family members this Valentine’s Day… …then consider going “outside the box” and giving your family the gift of estate planning, which provides the peace of mind knowing […]

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 […]