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.

Worried your children will be unmotivated after receiving an inheritance? Orange County Trust Lawyers encourage parents to consider this estate planning tool

Self-made billionaire Warren Buffet once famously said, “Leave your children enough money so they can do anything, but not enough that they don’t have to do anything.” Commodore Vanderbilt’s grandson, an heir to some $60 million in 1885, also once declared that “inherited wealth is as certain death to ambition as cocaine is to morality.” […]

Orange County Trust Attorney: 5 Steps to Create a Revocable Living Trust

A revocable living trust is the perfect document to protect your privacy, avoid probate, and leave someone you trust in charge of managing your affairs if you become incapacitated or pass away. It’s an essential element for estate plans and gives the trust maker, also known as the Grantor, the peace of mind that their […]

Estate Planning for First Responders and Law Enforcement | Will and Trust Lawyer in Orange County

As a will and trust lawyer in Orange County, I realize that there are many reasons why people put off estate planning. Some think that being young and healthy means they won’t need to worry about drafting up a will anytime soon. Others are just too uncomfortable thinking about what would happen to their spouse […]

Orange County Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

As an  Orange County trust lawyer, I am often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder.  Unfortunately, one of the hallmarks of the condition is excessive financial spending while in the mania phase of the disease.  Parents often worry that if they leave […]

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, […]