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 Lawyer on How to Create a Business Succession Strategy

As an Orange County trust lawyer, I can confidently say that small businesses are the backbone of this country. They employ more than half of the domestic workforce and contribute greatly to the economy. But did you know that 9 out of every 10 small businesses are family-owned, and more surprisingly, that most of those […]

Orange County Will and Trust Attorney: How to Prepare for an Unexpected Disability

As an Orange County will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability.  Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away.  […]

Orange County Trust Lawyer: How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems

By Orange County Trust Lawyer Darlynn Morgan Just about everyone knows or loves someone with a substance abuse problem. The detrimental effects impact many facets of American society. Sadly, we are seeing an upswing in the number of clients that have to deal with a loved one’s substance abuse in their estate planning. Most parents […]

Orange County Trust Lawyer: Protect Your Family from Privacy Intrusions and Scam Artists When You Are Gone with a Living Trust

As an Orange County trust lawyer, I’ve found that most people do not understand the serious privacy intrusions that their family can face if they die without a Living Trust. Here in California and across the country, if you pass away without a Living Trust, all of the details about your family’s inheritance and what […]

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?” The answer to this question, and so many other estate planning questions is, “Yes, but….”. It is true, that if you own an asset jointly with rights of survivorship in California, the joint tenant will […]

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 […]