Category Archives: Orange County Wills and Trusts

Morgan Law Group is experienced at administering southern California estates, trusts, wills, and probate. We work with the family and other advisors to transfer California assets as quickly as possible, resolve outstanding issues, and ensure that all legal requirements are satisfied.

Orange County Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

As an Orange County trust attorney, I know that a family home or vacation property is often the most valuable asset in estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, […]

Orange County Living Will Attorney Helps Clients Plan for an Unexpected Disability

Orange County living will attorneys know full-well the ramifications of not planning ahead for an unexpected disability.  Even those clients who understand the importance of estate planning tend to overlook what would happen if they should become unable to care for themselves.  It’s not the happiest thought, but the reality of not having a living […]

Be Careful When Leaving Assets to Underage Beneficiaries | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment; what would you have done if […]

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 […]

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 […]

IRA Inheritance Trust May Be Just What You Are Looking For – Or Not! | Orange County Trust Lawyer

When it comes to estate planning, you have a LOT of options. There are several legal tools that can be put in place to protect your loved ones after you pass away. One valuable tool I use an an Orange County trust lawyer is an IRA inheritance trust. If you opened an IRA, you most […]

Orange County Will Lawyers: How to Handle the Disposition of Your Remains

Funeral planning is not a pleasant experience, especially when you’re pre-planning your own. But Orange County will lawyers stress that it’s important to have your wishes in writing for after you pass away, since you won’t be around to let anyone know what you want done once you’re gone. Do you want to be buried […]

Orange County Trust Lawyer: Consider Using a Trust to Protect Your Child’s Inheritance from Divorce

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for that half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday. But, under today’s laws, that could actually happen if you don’t safeguard your family’s assets and […]

Orange County Will and Trust Lawyer: Should My Will Have Co-Executors?

When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Executor of their estate. Oftentimes they will consider naming Co-Executors – two or more people who serve as executor of the estate. Each Co-Executor named in your Last Will and Testament will have authority […]

Soon-to-Be Parents – Here’s One More New Thing to Learn! | Newport Beach Guardianship Lawyer

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined. I know that you are in the process of learning a lot of new things. So, as your neighborhood Newport Beach guardianship lawyer, I’m hoping that in between the baby showers and reading “What to Expect,” you spend […]