Tag Archives: orange county estate planning attorney

Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that […]

Beware! Estate Planning Fraud in Orange County is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

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 […]

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 […]

Developing a Qualified Personal Residence Trust with a Orange County Estate Planning Lawyer

Most people recognize that Orange County estate planning lawyers work hard to protect their clients’ assets to maximize an estate after the individual’s death, but this is really only one aspect of the job. Estate planning lawyers help families and individuals to plan for their own futures with retirement planning, help with investment strategies to […]

A Helpful Look at the Differences Between Estate Planning and Asset Protection in Orange County

Will and estate lawyers in Orange County are most often considered by folks who are wanting to put their end-of-life affairs in order. The lawyer helps them to draw up important documents such as powers of attorney and medical directives, as well as to develop a plan for how an individual’s property will be distributed […]

Common Pitfalls of Non-Spouse Inheriting IRAs | Orange County Estate Attorney

Inheriting an IRA can be a financial blessing but you have to be extremely careful about withdrawing the funds. There are a number of mistakes you can make that can result in a missed opportunity for tax-deferred growth, or worse, a huge tax bill. Luckily, surviving spouses have some leeway. It’s still tricky to transfer […]

Orange County Guardianship Lawyer Answers, “Will My Ex Get My Kids If Something Happens To Me?”

The short answer is; it depends. This is a question we get a lot, and one we typically discuss at length with non-married parents during our planning sessions.  When one of the parties of a divorce decree dies, this will end the custody agreement because there’s no longer anything to govern. In most cases, custody […]

Orange County Estate Planning Attorney: How to Avoid a Conservatorship

Let’s start off by saying that not all conservatorships are bad. Conservatorships play a vital role in Orange County by allowing caretakers the means to make financial (Conservator of the Estate) and health (Conservator of the Person) related decisions for those who are not able to anymore and have no one else to speak for […]