Tag Archives: orange county trust lawyer

IRA Inheritance Trust May Be Just What You Are Looking For – Or Not! | Orange County Trust Lawyer

When it comes to estate planning, you have a LOT of options. There are several legal tools that can be put in place to protect your loved ones after you pass away. One valuable tool I use an an Orange County trust lawyer is an IRA inheritance trust. If you opened an IRA, you most […]

Orange County Trust Lawyer: Consider Using a Trust to Protect Your Child’s Inheritance from Divorce

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for that half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday. But, under today’s laws, that could actually happen if you don’t safeguard your family’s assets and […]

3 Talking Points to Help Your Reluctant Spouse Meet with an Orange County Will and Trust Lawyer

Need help motivating your spouse to meet with a Will and Trust lawyer here in Orange County? We know from experience that the legal planning process is usually initiated by one spouse, and is often met with hesitation by the other. It is understandable why one or both spouses would be reluctant to meet with […]

Orange County Trust Lawyer Discusses The Ins and Outs of a Qualified Personal Residence Trust

By: Darlynn Morgan, Orange County Trust Lawyer The possibility of facing estate taxes has left many people looking for ways to minimize the tax burden on their heirs. Trusts… Annual gifts… Charitable donations… These are just a few of the estate planning tools available to design your estate in such a way that you lessen […]