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.

Rebuilding Communities: How to Designate a Charitable Gift Through Your Orange County Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.  As a will and trust lawyer in Orange County, it is gratifying to meet with clients who […]

Is the Word “Inheritance” a Dirty Word in Your Family? | Orange County Estate Planning Lawyer

In my years as an Orange County estate planning lawyer, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience […]

Orange County Estate Lawyer Advises to Keep it in the Family: Estate Planning and Family Businesses

  Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in California, […]

Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that […]

Do I Need A New Estate Plan If I Move to a New State?

If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a […]

Digital Assets: California is Moving in the Right Direction

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.  I’ve been talking to you for years about including digital assets in your estate plan and now the law is catching up. Digital assets such as email accounts, social media online, and even online […]

Orange County Estate Planning for Blended Families

Many people are familiar with this common horror story: a parent remarries later in life to a person with a family of his or her own; when the parent passes away, their estate goes entirely to their new spouse through the laws of intestacy. When the new spouse then dies, the cumulative estate goes to […]

Orange County Special Needs Lawyer: Basics of a Special Needs Trust

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority. The loss of specialized care and Medi-Cal or SSI benefits is a very real danger if proper special needs planning is not put in place, which is why Orang County special needs […]

Beware! Estate Planning Fraud in Orange County is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

Orange County Business Owners: 5 Benefits that Estate Planning Can Provide You

Creating and building a successful business in Orange County is incredibly difficult and maintaining that success is just as challenging. You hire accountants and lawyers to make sure you are protected from those who seek to take away what you have worked so hard to achieve, but are you protected from those that will seek […]