Category Archives: Uncategorized

Orange County Estate Planning Attorney: Avoid This Common Beneficiary Mismatch

As an Orange County estate planning attorney, I have seen many unfortunate circumstances where a person goes through the time and expense of having an estate plan created, only to fail to update their beneficiaries on their financial or retirement accounts before they pass away. An example of this would be Mary naming her brother […]

Equifax Breach – If You’ve Ever Used Credit, You Better Check!

As you have most likely heard, Equifax, one of the “Big 3” credit reporting agencies was hacked. They are calling it a “breach,” but don’t misunderstand, they were hacked. Equifax was hacked. This means that if you’ve ever used credit, you could be one of the 143 million American consumers whose sensitive, personal information was […]

Three Simple Ways to Sell Complex Solutions

When it comes to financial and wealth planning issues, more often than not, people go to a professional they trust. They may be working with a financial planner, CPA, agent, or banker, but when trust and estate concerns arise, clients need their trusted advisor to listen to their needs and to explain things clearly. Trust […]

The Best of 2013, But The Best Is Yet To Come

At Morgan Law Group we’re celebrating another terrific year. We had the opportunity to meet with and work with many wonderful families this year.  We also spoke to hundreds of families and parents about estate planning at many events and workshops throughout the year.  That’s quite a feat and we couldn’t have done it without […]

How to Choose an Executor or Successor Trustee with Your Orange County Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.  Still, it’s important to make sure that you have the information you need to make the right choice with your Orange County estate lawyer.  This person will hold incredible responsibility […]

What to Expect from Estate Planning in Orange County, CA Part III

This is the third in a series of articles on what to expect when you work with your Orange County estate planning lawyer.  Each article will cover several of the topics that you will need to consider to make a plan that works for your needs. In the previous to editions of this series, we […]

Year-End Tax Planning In 2012

Year-end tax planning is always important, but this year it is especially difficult because of uncertainty about what the tax laws will be for 2013. The Bush-era tax cuts are scheduled to expire on December 31 and the President and Congress have once again delayed taking any action. No one knows which, if any, of […]