Estate Planning Attorney in Tustin, CA

We all want to know our families are protected. Unfortunately, many people don’t take the necessary steps to make that happen. Good people with the best of intentions neglect estate planning for many reasons. Some just assume they have plenty of time. Others believe their property will automatically pass to those they most want to provide for, even if they haven’t created a trust or written a will. That’s not always true.

Wouldn’t you rather know for sure?

Our Estate Planning Attorneys in Tustin Can Help

An estate planning attorney can help ensure that your property is divided the way you want and that the most important people in your life have the resources they need if you’re no longer there to provide for them. But there’s much more to estate planning than directing how your assets will be divided after your death.

Depending on your circumstances, our estate planning services in Tustin may also include:

• Determining who will be responsible for managing and distributing your assets after you’re gone
• Creating a trust that will allow someone else to manage assets for your beneficiaries according to terms you set rather than distributing assets outright
• Using powers of attorney to make sure you get to pick who will make medical and financial decisions for you if you are unable to do so yourself
• Creating an advance healthcare directive to let your medical providers know how you want the big issues like end-of-life care handled
• Nominating a guardian for your minor children if you should pass away or become incapacitated before they reach adulthood
• Planning for the management of assets that may pass outside your trust or estate, such as jointly held property with rights of survivorship and assets with listed beneficiaries
• Minimizing tax consequences of transferring property
• Providing for beneficiaries with special needs without jeopardizing their access to other benefits

What Happens If I Don’t Have a Trust & Estate Plan?

If you don’t have a trust and estate plan, you’re not alone. While the data varies a bit depending on the survey and the age range of respondents, most reports suggest that only about ⅓ of Americans have an estate plan. That number is even lower for younger adults.

That’s risky for a lot of reasons. For example:

• Lack of planning can cause conflicts among family members who disagree about medical decisions, who should administer your estate and other issues
• Someone you wouldn’t have chosen and who doesn’t know your wishes could end up making medical and financial decisions for you
• You’ll lose your opportunity to tell the courts who you want to care for your children if you aren’t there to do it
• Your estate could be distributed according to California’s intestate succession law, which may not work out the way you would have expected
• Important people in your life, such as a long-time partner who is not your spouse or a stepchild you raised from a baby, could be left out entirely

These are just a few examples of the problems you and your loved ones could face if you don’t plan ahead. Our trust and estate attorneys in Tustin, CA, are the best source of information about the issues you need to plan for in your specific circumstances and how best to protect yourself and your loved ones.

Talk to an Estate Planning Lawyer in Tustin Right Away

If you’ve been putting off talking to a Tustin estate planning attorney, it’s time to take the first step. Whatever the obstacle, the Morgan Law Group is here to help. We know thinking about a future when you’re gone, or an incapacitating event can be uncomfortable and that thinking through every aspect of your financial life can be daunting. We also know that everyone is different, and there’s no one-size-fits-all approach to planning for the future.

When you work with a Tustin estate planning attorney at Morgan Law Group, we’ll make the process as painless and efficient as possible. We’ll ask the questions to make sure we’re identifying any assets and issues that need to be addressed and that we understand your priorities. We’ll explain your options plainly and can even guide you through the process of choosing the right person to make decisions for you if you’re unable, and to manage your estate when you’re gone–they may not be the same person. Once you tell us what you want, we’ll draft the documents and walk you through making sure they’re properly executed.

You can start that journey right now by calling 949-260-1400 or filling out the contact form on this page.