Estate Planning Archives - Morgan Law Group

Orange County Estate Lawyer Answers, “Is it Power of Attorney…Or Taking Advantage?”

Estate Planning, Power of Attorney / By morganlawca

A power of attorney is a legal agreement that allows one adult, the agent, to make legal and financial decisions on behalf of another, the principal. As an Orange County estate lawyer, I help people create power of attorney documents so that someone of their choosing can speak for them if they should become incapacitated …

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What Happens If Someone Dies Without a Will? Introduction to California Intestacy Law.

Estate Planning / By morganlawca

Dying intestate, or without a will, is unfortunately very common. If you die without a will, your property will go through a court process called probate and will ultimately be distributed according to California’s intestacy laws. Here are some common events that may happen if you die intestate: Your immediate next of kin, whomever they …

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COVID-19 Highlights Critical Need for Advance Healthcare Directives

Estate Planning / By morganlawca

With new cases of COVID-19 currently surging in dozens of states, doctors across the country are joining lawyers in urging Americans to create the proper estate planning documents, so medical providers can better coordinate their treatment and care should they become hospitalized with the virus. The most crucial planning tools for this purpose are medical …

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Ask Our Orange County Trust Lawyers: “Is It Hard to Sell Property That’s in a Revocable Living Trust?”

Estate Planning / By morganlawca

A common question that Orange County trust lawyers are asked when helping clients create their estate plans is, “how hard will it be to sell my house if I put it in a trust?” The simple answer is that it’s not hard at all. In most cases, the grantor (or trust maker) also serves as …

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Newport Beach Estate Lawyer: What Should I Do If the Bank Says My Power of Attorney is ‘Too Old’?

Estate Planning, newport beach estate planning attorney, Power of Attorney / By morganlawca

While a power of attorney (POA) technically does not expire unless it’s revoked by the person who created it, you may run into a situation where a bank or a brokerage firm refuses to accept the document because it’s “too old.” You may also hear the phrase, “the document is stale.” So, what does this …

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Black Panther Star Chadwick Boseman Died Without A Will

Estate Planning, Wills / By morganlawca

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and the marriage gives Ledward the right to any assets held in Boseman’s …

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Newport Beach Estate Planning Lawyer: Which Type of Power of Attorney is Best for Your Needs?

Estate Planning, Power of Attorney / By morganlawca

Most people have a basic understanding of what a Power of Attorney does. However, not all Power of Attorney documents are the same, and the rights you are afforded depend on how the document is created by a Newport Beach estate planning lawyer. Let’s start first with the basics: a Power of Attorney is a …

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Orange County Trust Lawyers: What Records Should I Keep as a Successor Trustee?

Estate Planning, Orange County Wills and Trusts / By morganlawca

Stepping into the role of Successor Trustee after the incapacitation or death of a loved one is a big job that can feel scary and overwhelming for someone who has never served in such capacity. Orange County Trust lawyers understand that it can be equally unnerving to learn that the Trustee can be held liable …

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Orange County Will Lawyer Answers: “My Mom Died… Can I Sell Her House as Her Power of Attorney?”

Estate Planning, Power of Attorney, Wills / By morganlawca

Question: My mom recently died, and I’m her Power of Attorney. Am I able to contact a realtor to start the process of selling her house? I don’t want the bills to start piling up. Answer: Believe it or not, this is a common question that I receive as an Orange County Will lawyers receive …

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Newport Beach Will and Trust Lawyer: 10 Steps to Create an Estate Plan

Estate Planning / By morganlawca

Working with an experienced Newport Beach will and trust lawyer to create a comprehensive estate plan can seem like a daunting process. Let’s face it: the decisions you have to make, the information you have to gather, and the sheer amount of paperwork involved are enough to make anyone pause. That’s why it’s so important …

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