Where to Keep Your Newport Beach Estate Planning Documents

From the desk of Darlynn Morgan, Newport Beach Estate Planning Attorney I am often asked by clients and friends of our firm “where is the best place to keep my estate planning documents?” It may sound like a silly question, but where you keep your Newport Beach estate planning documents is a critically important decision […]

Orange County Estate Planning Security: Have It Before You Hit the Sand

From the desk of Darlynn Morgan, Orange County estate planning attorney Imagine the scene—it’s vacation time. You push the umbrella into the sand, watch the ocean waves roll up onto the beach in sublime rhythm. Your kids run out into the water, maybe, toting boogie boards and laughter. It’s the summer – the week ahead […]

Simple Advice From a Trusts Lawyer California: ‘Don’t Forget to Title Your Assets in The Name of the Trust!’

From the Desk of Darlynn Morgan, Trusts Lawyer California I wanted to post a quick update today to remind those of you who’ve met with a trusts lawyer California and created a trust to take an inventory this week and make sure your assets are truly TITLED in the name of the trust you created! […]

Enhance Your Child’s Long-Term Quality of Life with the Help of an Orange County Special Needs Planning Attorney

As an Orange County special needs planning attorney, I’ve been privy to the fears and concerns of special needs parents through the years including, “What will happen to my child when I am gone,” and “How will he/she be provided for financially in my absence?” As a mother myself, I understand these are legitimate concerns […]

The Distribution Of Your Inheritance CAN Hurt Your Kids, Reveals Orange County Wills and Estate Planning Lawyer

From the desk of Darlynn Morgan, Orange County Wills and Estate Planning Lawyer   If you’re reading this Orange County wills and estate planning blog right now, chances are you concerned about what would happen to your assets, investments and total inheritance when you die.  I’m sure like most people, you want to leave an […]

Orange County Probate Lawyer Reveals Simple Test To Determine If Your Estate Planning Up To Date

From the desk of Darlynn Morgan, Orange County Probate Lawyer Last week, I shared the top 10 life changes that warrant a review of your current Orange County Estate Plan.  If you missed that blog post, you can read it here. Naturally, that article brought up a lot of questions from people who believed meeting […]

Life Changes That Affect (Or Jeopardize!) Your Orange County Estate Planning

If you’ve tackled your Orange County Estate planning and now have a will, trust and other directives in place to ensure your family is protected when they need it the most, congratulations! You may find in a time of crisis or emergency that this was the best decision you’ve ever made. On the flip side, […]

Good Financial Systems Are Critical For Business Owners

Having good financial systems are key to the overall success of any business. Financial systems provide you with an overall picture of how your business is doing and where it is headed. It is absolutely essential to have this set up and running solidly right from the beginning.  Below are a few key reports that […]

Business Owners: Get Advice When Selecting Your Insurance Package

As a business owner I know you’ve put in hours of hard work and most likely invested a lot of money to get where you are today. Therefore, it is critical that you don’t neglect one of the most important pillars in your business foundation; business insurance.  Insuring your business isn’t quite as easy as […]