Tag Archives: orange county estate planning

Orange County Estate Lawyer Advises to Keep it in the Family: Estate Planning and Family Businesses

  Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in California, […]

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 […]

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 […]

Estate Planning Advice to Protect Your Children if They Get Divorced in Orange County

An unexpectedly common problem that Orange County estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced. We don’t want to think of our children dealing with the pain of a divorce, but losing the inheritance you left behind would certainly pour salt in the wound. That’s […]

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 […]

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 […]

Temporary Guardianships for Minors Are Often Overlooked in Estate Planning

Orange County guardianship lawyers put a lot of effort into helping clients prepare for all kinds of possibilities. From the “perfect” retirement plan to setting up trusts and family foundations, they work to provide strategies for pretty much every stage of life. While estate planning lawyers recommend naming long-term guardians for minor children in case […]

Estate Planning Lawyers in Orange County Recommend Revocable Living Trusts

OK, that title may be a little misleading, as not every estate planning lawyer in Orange County is going to recommend a revocable living trust for every single client. That said, this particular kind of trust is one that is suggested and discussed a whole lot because of all the things it can do for […]

Solid Retirement Planning with an Estate Planning Attorney in Orange County, CA

Perhaps one of the best reasons to hire and estate planning attorney in Orange County, CA is because of what they can do to help with retirement planning.  Most of us have a kind of fantasy about what our retirement will look like, but a smart Orange County estate planning lawyer knows that it takes […]

Orange County Probate Lawyer Considerations Before Adding a Child to Your Bank Account

When working with families dealing with probate on a loved one’s estate, Orange County probate lawyers often find themselves answering a variety of questions about how to avoid probate in the future. There are a whole lot of tools at the disposal of an OC probate attorney when it comes to protecting an estate, and […]