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 Will Lawyers: How to Disinherit an Heir

If you are reading this blog by our Orange County will lawyers, you might be considering disinheriting someone. We know that this is sometimes a very tough choice, but if you are ready to move forward, here’s what you should know about cutting someone off from inheriting from you. Disinheriting Your Child If your will […]

Should an Executor be Paid a Fee for Handling an Estate? | Orange County Estate Attorney

After the death of a loved one, there is quite a bit of work to be done. Most of the financial work will be handled by the executor named by the deceased in their will or trust. These tasks can involve gathering and securing the deceased’s assets and household belongings, paying debts and taxes, filling […]

Orange County Will Attorney: 5 Considerations When Choosing a Legal Guardian for Your Kids

Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge.  There are many things to take into account, such as parenting styles and the potential guardian’s ability to love and take care of your children. These are just some of the […]

Parents Died Within 24 Hours – Was There A Plan?

I read this story a while ago, but I was thinking about it today. In 2016, the young parents of six died within 24 hours of each other.  The mother died unexpectedly from a blood clot and the father died 24 hours later as a result of a heart attack. Many feel that the stress […]

Orange County Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. An Orange County Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, […]

Grandma Needs To Change Her Trust – Special Considerations for Grandparents of Special Needs Children

Many loving, well-meaning grandparents have estate plans that are ticking time-bombs for their special needs grandchildren. They think they are doing the right thing by creating a trust for their grandchild with disabilities to ensure that they get the highest level of care after they and the child’s parents are gone. This could be a […]

3 Talking Points to Help Your Reluctant Spouse Meet with an Orange County Will and Trust Lawyer

Need help motivating your spouse to meet with a Will and Trust lawyer here in Orange County? We know from experience that the legal planning process is usually initiated by one spouse, and is often met with hesitation by the other. It is understandable why one or both spouses would be reluctant to meet with […]

Incorporating Intangible Assets into Your Orange County Estate Planning

Will and estate lawyers in Orange County, CA are charged with a number of tasks when it comes to wealth management, retirement planning, and setting up wills and trusts.  For the most part, clients are concerned with their money and other assets, which makes sense.  After all, no one really wants to pay more taxes […]

The Role of Orange County Wills and Trusts Lawyers When You Move to a New State

Trusts lawyers in Orange County have the important job of helping their clients create a legacy that is compliant with a number of different laws.  For the most part, these laws will vary from state to state.  Some differences are minor, while others can impact the trust significantly.  Someone who already has established a trust […]