Orange County Estate Planning Attorney

Planning for Everyone You Love and Everything You Have

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Do You Really Know?

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process or to conflict that could ensue.

If you do not have an estate plan, then the state of California has a plan for you, and it's probably not what you want.

Do you have a plan in place that dictates what will happen to you, your loved ones, your money, and everything else you care about if something happens to you unexpectedly? If not, you are taking a big risk. Regardless of your income and assets, you need a current, well-drafted estate plan in place. A comprehensive estate plan can give you peace of mind, knowing that you are as prepared as possible for life’s unexpected twists and turns. At Morgan Law Group, we will design an estate plan that is just right for you and will keep you and your loved ones out of court and out of conflict. To begin the estate planning process, please contact our estate planning attorney in Orange County today.

Nearly everyone has an estate- it’s your home, bank accounts, life insurance, investments, rental properties and life possessions…. Everything you own!

Whether you are married or single, have many assets or just a few, have young children, adult children or no children or are part of a blended family …

Estate planning is for anyone who wants to have control over their own care and finances during a disability as well as the distribution of assets after their death.

About Estate Planning

Estate planning is the process by which an individual plans for the management and transfer of his or her assets both during and after life. When done properly, estate planning minimizes legal fees, taxes, and interference by the state. Therefore, anyone who owns any property at all should work with an attorney to begin the estate planning process.

Everyone Needs an Estate Plan 

Most people should, at an absolute minimum, have a will in place. A will can be a relatively simple document that establishes your wishes regarding the distribution of your property. A will can also include other things, however, such as instructions regarding the care of minor children. However, most people need a complete estate plan, which goes much further than a will. Not only can an estate plan provide instructions for the distribution of your assets, but it can help you and your loved ones pay substantially less in taxes, court costs, and fees. To accurately determine your estate planning needs, you should schedule an appointment with an experienced estate planning attorney in Orange County for assistance.

Benefits of Estate Planning

There are numerous benefits to working with an attorney to draft an estate plan. An estate plan enables you to:

  • Provide for your family: Through the estate planning process, you can ensure that your family will be taken care of after you are gone. In addition to leaving assets to your loved ones, an estate plan allows you to do things like care for a family member who has a disability and establish a college fund for someone you love.
  • Care for your children: In addition to leaving assets to your children, you can name a guardian in your estate plan to care for your children should you ever become unable to do so yourself.
  • Ensure your property goes to the right people: With an estate plan, you can determine exactly where your assets will go after you pass away. If you fail to do this, however, the state will make this decision for you—this rarely has a good outcome.
  • Minimize expenses: Probate is expensive and time consuming. With an estate plan in place, however, you can avoid many of the expenses associated with the probate process.
  • Make things easy on your family: One of the primary benefits of the estate planning process is that it makes things easier on your family. If you pass away or become incapacitated, you don’t want to leave your family struggling. By outlining your wishes regarding important issues ahead of time, you save your family the heartache of having to figure things out for themselves.
  • Donate to a cause: If you are passionate about a specific cause, an estate plan allows you to contribute to one or more charitable organizations after your passing.
  • Plan for incapacity: If you should ever become physically or mentally incapacitated, the last thing you want is your family to be left without a plan. With an estate plan, you can specify your wishes regarding who will make important medical and financial decisions on your behalf should you ever become unable to do so yourself.
  • Reduce taxes: With an estate plan, you can minimize the taxes collected on your estate. This will benefit your beneficiaries by allowing them to keep more of the money you leave them.
  • Choose an executor: Someone will need to ensure that the administration of your estate is handled properly. When you work with an attorney to draft an estate plan, you can name a person you trust to act as the executor of your estate.

Why You Need an Attorney to Handle Estate Planning 

Estate planning is complicated. Therefore, trying to create an estate plan by yourself is often a losing proposition. When you attempt to create an estate plan alone, there is a good chance that you’ll overlook key legal requirements. When you hire an estate planning lawyer to guide you through the process, however, you can rest assured that your estate plan is well drafted, current, and legally sound.

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How Morgan Law Can Help

At Morgan Law Group, our experienced estate planning attorneys will work with you to draft a comprehensive and effective estate plan that leaves you and your loved ones protected. When you become our client, we’ll review your situation and determine the most appropriate estate planning documents based on the unique needs of you and your family. In other words, we make the entire estate planning process about you, your goals, your dreams, and the protection of you and your loved ones.

Our emphasis during the estate planning process is on planning for the inevitable changes in life, not just what happens when you pass away. We also understand how busy life can get, so you can count on us to do the heavy lifting for you—that’s what we’re here for.

Frequently Asked Estate Planning Questions

Contact an Estate Planning Lawyer Today

At Morgan Law Group, we will take the time to get to know you and your family, taking your goals, concerns, and other issues into account as we guide you through the California estate planning process. We also understand that estate planning is a team effort, so our talented attorneys will answer any and all questions you may have as we design an estate plan that meets your needs. If you’re ready to begin the estate planning process, please contact us today to schedule a free initial consultation with an estate planning attorney in Orange County.

Here’s the bottom line: If you are uncertain of what would happen to you, your loved ones, your money, if something unexpected happened to you … then the first step is to find out exactly what would happen, legally and financially so that you can decide if the current state of your affairs is okay with you or if further action is needed.

A well-drafted estate plan can give you peace of mind, and the sense that you are as prepared as you can be for whatever life has in store.

Your estate plan should give you confidence that during an incapacity and after your death, your assets will be distributed as you intend, and your loved ones provided for.

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