Tag Archives: orange county wills and trusts lawyer

Orange County Will and Trust Attorney: Creative Ways to Leave “Intangible Assets” To Your Loved Ones

When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]

Parents Died Within 24 Hours – Was There A Plan?

I read this story a while ago, but I was thinking about it today. In 2016, the young parents of six died within 24 hours of each other.  The mother died unexpectedly from a blood clot and the father died 24 hours later as a result of a heart attack. Many feel that the stress […]

Orange County Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. An Orange County Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, […]

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 […]

Incorporating Intangible Assets into Your Orange County Estate Planning

Will and estate lawyers in Orange County, CA are charged with a number of tasks when it comes to wealth management, retirement planning, and setting up wills and trusts.  For the most part, clients are concerned with their money and other assets, which makes sense.  After all, no one really wants to pay more taxes […]

Orange County Wills & Trusts Lawyer Asks, “Do You Need a Gun Trust?”

When it comes to wills and trust administration, it seems like we see it all here in Orange County. From pet trusts to special needs trusts, there are a variety of unique circumstances that need to be addressed in many people’s estate planning. One such concern is that of a gun trust. Wills in Orange […]

Orange County Wills and Trusts Lawyer on the Importance of Estate Planning for Newlyweds

By Darlynn Morgan, Orange County Wills and Trusts Lawyer As an Orange County wills and trusts lawyer, I know that after the honeymoon is over, young couples like to focus on relaxing after the grueling months of planning a wedding – NOT planning for what will happen if they are no longer here! Yet an […]