Tag Archives: wills and trusts

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 […]

Orange County Trust Lawyer: Avoid These Common Estate Planning Mistakes

Estate planning is a responsibility we all have, young or old. Yet only about half of all Americans with children have a Last Will and Testament or Trust to direct how their children should be cared for and who should inherit any assets left behind after death. It’s also troubling to know that most estate […]

Estate Planning for First Responders and Law Enforcement | Will and Trust Lawyer in Orange County

As a will and trust lawyer in Orange County, I realize that there are many reasons why people put off estate planning. Some think that being young and healthy means they won’t need to worry about drafting up a will anytime soon. Others are just too uncomfortable thinking about what would happen to their spouse […]

You Don’t Have to Be Rich to Have a Trust Fund! | Orange County Trust and Estates Lawyer

The phrase “trust fund” often brings to mind a particular type of person, namely someone who comes from a wealthy family with an excessive amount of money available to spend on luxury and frivolity. Although there are families who have that kind of generational wealth that’s passed down to them through a trust fund, it’s […]

Newport Beach Will and Trust Attorney: Estate Planning for College Students and Young Adults

Preparing for college can be exhausting for both the student and their parents. Between paying tuition, getting registered for classes, and setting up a dorm room or apartment, there’s a lot of time and money involved. One of the most important aspects of planning for college that’s often overlooked is setting up some basic estate […]

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 Attorney: How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them

By Orange County Will and Trust Attorney Darlynn Morgan As people get into their senior years, it is natural to start thinking about the end of life. Those thoughts can bring about concern regarding the type of inheritance to leave to adult children, and exactly how to carry out your wishes when passing down your […]

Orange County Will and Trust Attorney: How to Prepare for an Unexpected Disability

As an Orange County will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability.  Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away.  […]

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?” The answer to this question, and so many other estate planning questions is, “Yes, but….”. It is true, that if you own an asset jointly with rights of survivorship in California, the joint tenant will […]

Orange County Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

As an Orange County trust attorney, I know that a family home or vacation property is often the most valuable asset in estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, […]