Category Archives: newport beach estate planning attorney

Everything You Need to Know About Estate Planning for Blended Families | Newport Beach Will and Estate Lawyer

Here’s a common horror story: a father remarries late in life to a woman with her own kids. The father does not create a Last Will and Testament. When the father dies, his estate goes entirely to his new wife since she is his next of kin according to the laws of intestacy. When the […]

What Every Orange County Resident Should Know About Setting Up a Life Estate in California

Most people are familiar with the term “life estate” as a way to give someone “life rights” to a property.  While a life estate does accomplish this goal, setting up a life estate in California is not a one-size-fits-all solution and may even cause serious consequences for everyone involved. What is a Life Estate? A […]

Millennials: Use These Estate Planning Strategies to Address Your Unique Needs | Newport Beach Estate Planning Attorneys

If you’re in your twenties or thirties, you’ve probably heard about the importance of creating Wills and Trusts… but maybe you think you’re too young for estate planning or that you don’t have enough assets yet to justify putting a plan in place. But, Newport Beach estate planning attorneys will tell you that it is […]

Newport Beach Estate Lawyer: Where Should I Store My Original Estate Planning Documents?

After you complete the process of creating an estate plan with your Newport Beach estate lawyer, you’ll want to give serious thought about the place where you will store your original documents. Unfortunately, if your original documents can’t be found after you pass away, it will be presumed that you died without leaving a will […]

What You Should Know About Living Together if You’re Over 50 | Newport Beach Estate Planning Attorney

By Newport Beach Estate Planning Attorney Darlynn Morgan Between 2007 and 2016, the number of unmarried couples over the age of 50 who were living together increased by 75% according to the Census Bureau. There are several factors contributing to the rise in romantic roommates. A change in social attitudes towards cohabitation has lifted much of […]

Important Estate Planning Tips After the Loss of a Partner | Newport Beach Estate Planning Lawyers

Few things in this world are as devastating as losing a partner. If you have suffered the loss of your life partner, our heart goes out to you. As Newport Beach estate planning lawyers, we understand how the grief can be debilitating, and the last thing you want to think about is your “to do” […]

DNA Tests, Ancestry Accounts, and Planning for Unexpected Relatives in Your Orange County Estate Plan

Modern technology has put research tools once only available to professionals in the hands of everyday people. With nothing more than access to the internet, we can trace our family trees back several centuries. We are can now order DNA testing kits through the mail, allowing us to discover our genetic roots without leaving our […]

Newport Beach Wills and Estates Lawyer Discusses 3 Easy Ways to Protect Your Kids in an Emergency

If something were to happen to you and your spouse what would happen if the authorities or medical personnel did not know that you have minor children at home waiting for you? Picture this; your children are at home and more frightened as each hour passes and you have not returned. The babysitter is scrambling […]

Orange County Estate Planning Attorney Answers, “Can I Name More Than One Person as My Power of Attorney?”

By Orange County Estate Planning Attorney Darlynn Morgan Granting someone power of attorney means that you are giving them the authority to make important decisions on your behalf should you be incapable of making them yourself. The scope, duration, and other specifics are up to you. While the laws vary in each state, it’s usually […]

What You Need to Know About Terminating a Bypass Trust

As tax laws have evolved over the years, some tools of estate planning have become outdated. What was once beneficial to a surviving spouse may no longer be the best option. A bypass trust, combined with a survivor’s trust to form what’s known as an AB trust, is often used by affluent couples as a […]