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.

Orange County Estate Lawyer Warns, “Without a Power of Attorney, You May Not Be Able to Speak for Your Spouse”

As an Orange County estate lawyer, one thing that surprises many of my clients is that Powers of Attorney are necessary even for married couples. People automatically assume that their spouse will be able to handle everything on their behalf if they become incapacitated. This is not usually the case. A Power of Attorney is […]

Critical Post-Divorce Estate Planning Checklist

A divorce changes everything. If you are in the process of divorce or just finishing up, you are mostly likely busy trying to readjust to your new life. Although it’s a hectic time, it is important that you do not forget that you need to update your estate plan. Here is a checklist to get […]

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?!

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?! Picture this – you get an opportunity to spend some alone time with your spouse. What do you do to prepare for date night? Carefully select a babysitter. Then, you write detailed instructions; when to feed the […]

Financial Checklist for Newlyweds | Orange County Estate Planning Lawyers

As newlyweds start their lives together, they know that there are many changes on the horizon. Orange County Estate Planning Lawyers know that putting a solid estate plan in place at the beginning of that journey is a great idea. The sooner a couple starts planning, the sooner they get on the same page with […]

Orange County Estate Tax Lawyer Answers: “What’s Estate Tax Portability?”

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced the concept of estate tax portability between spouses. The American Taxpayer Relief Act of 2013 made estate tax portability permanent. What exactly is estate tax portability, and how can you use it to your advantage?  What is Estate Tax Portability? If a husband […]

How to Handle International Assets and Property in Your Orange County Estate Plan

Often, when we think of someone having property overseas, we think of George Clooney and his Italian villa or Richard Branson and his private island. However, plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep […]

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 […]