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Guardianship Attorney in Newport Beach Asks, “Who will manage your child’s money after you are gone?”

No one likes to think of their children being left parentless – especially if you have kids who are minors. But sadly, accidents do happen, and there is no guarantee in life that you will be around until they are grown and self-sufficient. Which is why the Newport Beach guardianship lawyers at Morgan Law Group …

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A Hypothetical, But It Does Happen | Orange County Estate Planning

Today we’re going to discuss a situation that happens all the time.  It’s a situation that almost nobody thinks about, unless you’re an estate planning attorney, but it does occur often enough to talk about.  Consider the following hypothetical: A woman, let’s call her Elizabeth, has passed away.  Elizabeth is survived by four adult sons. …

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Newport Beach Estates Lawyer Suggests Letting Your Teens Know Now About Their Inheritance

If you’re like most parents, you probably like to keep your teens on a “need to know basis”—especially when it comes to your finances and the details of your estate. But even if your kids don’t know the exact details of your estate and just how much money they would inherit if you passed away, …

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Advice on Medicare and Medicaid from a Wills and Trusts Lawyer in Orange County

As an estate planning and elder lawyer in Orange County, I’m often asked what is the difference between Medicare and Medicaid and how can you best prepare for long-term care. For starters, Medicare provides coverage to people over the age of 65, and is similar to regular health insurance. Medicare is also a federal program, …

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Working with Charities for Fun and Profit

Developing alliances between non-charitable advisors (attorneys, CPAs and financial advisors) and advisors to charities (e.g., development officers for non-profit organizations) can provide better service to the team’s clients, make fundraising more effective for the charitable advisors, and thus be beneficial for all concerned. In this issue of The Wealth Counselor, instead of focusing on the …

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Orange County Elder Lawyer Asks, “Are You Really Retirement Ready?”

Playing a round of golf whenever you want… Traveling to those exotic destinations you’ve always dreamed of… Spending precious time with grandchildren… Those are all the things most of us think of when we think of retirement. But being ready to retire means more than just reaching a certain age or renewing your subscription to …

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