Tag Archives: asset protection

Orange County Asset Protection Attorney: 3 Things You Need to Know About Irrevocable Trusts

By Orange County Asset Protection Attorney Darlynn Morgan Irrevocable trusts are almost certain to come up when you talk about estate planning and asset protection planning strategies with an attorney. These special types of trusts are used by estate and elder law attorneys to protect property and assets from lawsuits, creditors, predators and even nursing […]

Attorneys in Newport Beach Want You to Protect Your Family and Assets by Planning for The Possibility of Disability

Attorneys in Newport Beach often see the results of what happens when someone does not realize the importance of planning for an unexpected disability.  Sure, clients come to their lawyers ready to plan for what to do with their retirements, or how they would like to see their estates managed after they have passed away.  […]

Orange County Trust Attorney: Tips When Storing Valuables and Documents in Safe Deposit Boxes

As you work with a trust attorney in Orange County, you will likely end up making a list of your assets. Some of these are tangible, such as property and heirloom jewelry. Others are not so obvious and could include important documents related to marital status or military service. Each of these items is an […]

4 Steps You Should Take to Protect Your Money

Asset protection is not something most people think too deeply about.  Most of us are busy trying to accumulate assets to give considered thought to consider the importance of protecting what we have.  A recent article on The Motley Fool investment website notes that there are a number of things that can harm an investor more than […]

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Asset protection has become a common goal of estate planning.  Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the benefit of your family.  In this issue you will learn how you can easily integrate asset protection trusts into your […]

California Asset Protection Planning: How To Insulate Your Wealth From Creditors and Judgments

In today’s litigious society, just about everyone needs some level of asset protection planning.  Unfortunately, more and more people are using the legal system to deprive others of their life’s work. Whether you’re involved in a car accident, a mistake on the job, a business relationship gone sour, or you simply face unexpected financial difficulties […]

Trust Attorney In Newport Beach Explains Asset Protection vs. Estate Planning

Many people have questions about the asset protection features of estate planning.  Today we want to clear up a few misconceptions.  First, the ideas of asset protection and estate planning are quite distinct.  Estate planning is driven by the need and desire to pass on assets after death.  The intricacies of estate planning are designed […]

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, […]