Orange County Estate Planning

Orange County Estate Planning Lawyers

How to Create an Estate Plan During COVID-19 | Orange County Estate Planning Lawyers

Creating an estate plan in 2019 looked a little bit like this: you and your spouse or partner, perhaps along with your adult children, would make an appointment at an Orange County estate planning lawyer’s office to go over your plans. A week or so later, you’d receive drafts of your documents in the mail …

How to Create an Estate Plan During COVID-19 | Orange County Estate Planning Lawyers Read More »

Orange County estate planning attorneys

Orange County Estate Planning Attorneys on Inheriting Patents, Copyrights, and Other Intellectual Property

Intellectual property – ideas or works of art that have value but don’t originate in material reality – are considered personal property and may be bequeathed to heirs. There is well-established law on intellectual property and estate law for those who want their heirs to benefit from the fruits of their labors. If you’re creating …

Orange County Estate Planning Attorneys on Inheriting Patents, Copyrights, and Other Intellectual Property Read More »

COVID-19: Office Precautions & Flexible Meetings for Clients

As estate planning and elder law attorneys, our practice is dedicated to serving our most vulnerable citizens, including seniors, those who are ill, disabled, experiencing mental health challenges and children with special needs. We deeply understand the anxiety and hardships that the current coronavirus outbreak is causing to everyone in our community. We have also heard from many …

COVID-19: Office Precautions & Flexible Meetings for Clients Read More »

estate planning attorney in Orange County

Estate Planning Attorney in Orange County Urges Families to Avoid These 5 Common Mistakes

Every estate planning attorney in Orange County has, at some point in their career, heard a sad story about complications in handling a loved one’s estate. Legal language can be tricky, and sometimes a minor mistake can cause major problems. One way to prevent potential conflict among family members or a lengthy and expensive probate …

Estate Planning Attorney in Orange County Urges Families to Avoid These 5 Common Mistakes Read More »

Orange County estate planning lawyer

Orange County Estate Planning Lawyer: How to Leave Money or Property to Minor Children

Estate planning for a married couple is often pretty straightforward: you leave all of your property and money to your spouse, who also takes care of the minor children. But what happens if both parents pass away unexpectedly, or if you’re a single parent creating an estate plan? Parents will usually say “then the children …

Orange County Estate Planning Lawyer: How to Leave Money or Property to Minor Children Read More »

Orange County Will and Trust Lawyer Offers Estate Planning Tips for Blended Families

By Orange County Will and Trust Lawyer Darlynn Morgan Modern American families come in all shapes, sizes, colors, and configurations.  This creates unique circumstances when creating wills and trusts and putting long-term care plans in place. There is always potential for conflict when it comes to estate planning in general, but the added element of …

Orange County Will and Trust Lawyer Offers Estate Planning Tips for Blended Families Read More »

Orange County Will and Estate Lawyer Answers, “Can I Exclude My Spouse or Child from My Will?”

By Orange County Will and Estate Lawyer Darlynn Morgan Excluding someone from your will, particularly if it’s your spouse or your child, can be complicated. In some states, it’s not even allowed. Leaving out people who wouldn’t automatically receive any of your estate is usually as simple as just not including them. However, if you …

Orange County Will and Estate Lawyer Answers, “Can I Exclude My Spouse or Child from My Will?” Read More »

Terminating a Bypass Trust

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 …

What You Need to Know About Terminating a Bypass Trust Read More »

Orange County Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate

By Orange County Estate Planning Attorney, Darlynn Morgan If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your children or your grandchildren. These plans are sponsored by state agencies or educational institutions, and they’re available to people of all income brackets. While a 529 Plan …

Orange County Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate Read More »