Newport Beach Wills and Trusts Lawyer: What is a Pour-Over Will?

Most people are familiar with a basic Last Will and Testament, but very few people in Newport Beach know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust, usually a Revocable Living Trust, and it directs that any assets you own outside of the trust at the time […]

Orange County Business Owners: 5 Benefits that Estate Planning Can Provide You

Creating and building a successful business in Orange County is incredibly difficult and maintaining that success is just as challenging. You hire accountants and lawyers to make sure you are protected from those who seek to take away what you have worked so hard to achieve, but are you protected from those that will seek […]

What You Should Know About California’s New Right-to-Die Law | Orange County Will Attorney

As of last fall, California joined just a handful of other states to legalize the right of terminally ill patients to end their life with the assistance of a physician. The new law officially goes into effect on June 9th, 2016. The California Right-to-Die law was modeled after a similar law in Oregon, but provides […]

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 […]

The REAL Reason Prince Didn’t Have a Will… And Why YOU Might Have the Same Problem, Too

Following the shocking death of Prince, folks across the country were equally shocked to learn that the musical genius died without a Will or Trust in place to deal with the distribution of his fortune and valuable music catalogue when he passed away. Dying without a Will in his home state of Minnesota now means that […]

Stop! Don’t Transfer Ownership of Your Home without Understanding These 6 Hazards

Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to. Bypassing probate in Orange County, they believe, will be easiest for everyone. That could be true. However, there are several risks to consider that might harm you or your heirs. Hazard #1 […]

Orange County Elder Law Attorney: Having THAT Conversation with an Elderly Parent

Many of us are lucky enough to have our parents around long enough for them to know their grandchildren and great-grandchildren. If you are one of the blessed, consider yourself lucky. However, there is one thing that you may eventually have to face – a parent who should not live at home alone anymore. As […]

Top Fears that Newport Beach Estate Planning Lawyers Face with their Clients

When clients come to see a Newport Beach estate planning lawyer, they generally have multiple goals in mind. Interestingly, they don’t always realize this fact, thinking that they “just” need to put together a will that stipulates who gets what after they have passed away. While this is obviously a very important part of what […]

Orange County Estate Lawyer Explains the Benefits of Charity/Non-Profit Contributions from an IRA

If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible charity of your choice. Using a Qualified Charitable Distribution, you can donate directly from you IRA to the charity. Not only is this a great way to support your favorite charities, there are also […]

Leaving Property and Money to Minor Children in Orange County

Here at Morgan Law Group, our entire legal team is passionate about helping parents name legal guardians for their children.  It’s a critical step that allows parents to document the people they want and trust to raise their kids if they are incapacitated or unexpectedly pass away. But, there is another area of planning for […]