Tag Archives: inheritance

Ask an Orange County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent. This is an alarming situation for many reasons, but people often wonder if that child has a claim against the deceased’s estate. As an Orange County estate planning […]

Help! I Inherited a Timeshare. Now what?!

The majority of people we see in our Orange County estate planning law firm name their adult children as beneficiaries of their estate plan. In most cases, this works well because children typically outlive their parents. But, what happens when a child dies before the parent? What becomes of the inheritance that a parent plans […]

Actions Speak Louder than Words: When Will an Oral Estate Agreement Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known. Often, however, these people’s heirs may make a claim that the deceased orally stated what their intentions were. These assertions may very well […]

Is the Word “Inheritance” a Dirty Word in Your Family? | Orange County Estate Planning Lawyer

In my years as an Orange County estate planning lawyer, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience […]

Orange County Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As an Orange County special needs lawyer, I often receive questions about whether a disabled individual can continue to receive benefits after receiving an inheritance. The answer is that it really depends on the type of benefit that is being collected. Social Security Disability Insurance (SSDI) SSDI is a government benefit that helps those with […]

Orange County Estate Planning and Unintended Consequences When Transferring Property

There’s little doubt that working with an estate planning attorney is a great approach to protecting your assets and your beneficiaries from excessive taxation. Residents of Orange County rely on these professionals to help them discover what strategies they can use to legally avoid paying more taxes than are necessary.

When It Comes to Inheritance, Treating Children Equally Is Not Always the Best Plan

While most parents have the inclination to treat all their children equally when it comes to an inheritance, Personal Family Lawyers® know that this is not always the wise choice.  Here are some scenarios when an unequal distribution may be better: Children of unequal wealth – If you have one child that is a successful […]

Trusts Lawyer California Explains, “How Will My Bankruptcy Affect My Inheritance?”

By Darlynn Morgan, Trusts Lawyer California I’m not sure if you saw the flurry of headlines last week, but apparently the recession is over. I don’t know who decides these things, but as a trusts lawyer California, I look around and still see far too many friends and family members struggling to recover from the […]

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 […]