Tag Archives: newport beach estate planning attorney

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, some people think they can put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind. While not […]

Orange County Estate Planning Attorney Answers, “Can I Name More Than One Person as My Power of Attorney?”

By Orange County Estate Planning Attorney Darlynn Morgan Granting someone power of attorney means that you are giving them the authority to make important decisions on your behalf should you be incapable of making them yourself. The scope, duration, and other specifics are up to you. While the laws vary in each state, it’s usually […]

A Primer from Your Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs. To that end, today’s article is a basic introduction […]

Do Not Overlook These Types of Income with Your Estate Planning Lawyer in Newport Beach

Newport Beach estate planning lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have. The attorney will help them figure out how to plan based on current and expected salary, along with a variety of assets like retirement plans or bank accounts.  Each of these may be considered […]

How a Newport Beach Estate Planning Lawyer Can Help Protect Your Assets

There’s a fairly constant drive that Newport Beach estate planning lawyers see in our society to continually acquire assets.  After all, that’s one of the ways we accumulate wealth, which we then ask the estate planning lawyer to help us pass on.  Simply gathering more and more assets isn’t always the best approach to building […]

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 […]

Estate Planning Concerns for Young Professionals in Newport Beach – Part II

In the previous part of this series, we looked at three of the documents that a Newport Beach estate lawyer would most recommend for a new, young professional: Beneficiary Designations Financial Power of Attorney Medical Power of Attorney There is one other must-have document for the young professional, however. Last Will and Testament Wills Now […]

Newport Beach Trust Lawyer: How to Protect Inherited IRAs From Future Bankruptcy

Newport Beach trust lawyers are abuzz following a recent US Supreme Court decision that will have big implications for clients.  The fact that these professionals keep up-to-date on legislation and court decisions that affect their clients is one of the most important reasons not only to hire an estate planning lawyer in the first place, […]

Newport Beach Estate Planning: It’s Not About You

Of course, any Newport Beach estate planning lawyer’s goal is to satisfy the client; but in the long run, a lot of estate planning is focused on those who are left behind.  In creating an estate plan that disperses your assets in the way you want, you are creating a legacy and supporting your family, […]