Tag: Orange County Estate Planning

It’s Not the 80’s Anymore…

[Sponsor]

Your Parent’s Estate Plan: Made in the 80’s… Out of Date Today!

by Darlynn Morgan,

Orange County Estate Planning Lawyer 

As with anything from the 80’s… hairstyles, clothes, VHS, cassette tapes, fads and trends, rest assured that mom and dad’s estate plan is probably right up there with shoulder pads: painfully out of date!

If you take the time to ask your parents if they have an estate plan, you may find them proud to say that they have a will or trust.  They probably feel confident knowing that at some point in their lives, they created legal plans to do the right thing by their family…

…or did they?

When to Update an Estate Plan 

Even if mom or dad HAS a will or trust, your next question to them should always be, “when is the last time you UPDATED your plan?”

when to update an estate plan

Free Guardianship Planning Workshops

Free Guardianship Planning Workshops

DeDe Soto of The Soto Law Group is hosting two free guardianship planning workshops next month at newly opened (and amazing) The Dailey Method Newport Beach barre studio.

Here three reasons why you should sign up today:

1. Choosing the right guardians for your kids is one of the most important decisions you can make as a parent…click link below to read more…

Bringing Sexy Back To Parenting

Orange County Family Lawyer

I had a little chuckle when I saw our Sponsor, Orange County family lawyer, Darlynn Morgan‘s guest post title today and I was intrigued to find out how family estate planning could bring sexy back to parenting. But I have to say, she makes a very compelling argument. Make sure to read to the end of the post to get the info on her three free workshops this month.

Read on…

Bringing Sexy Back to Parenting 

“I’ll admit it. I was never a huge Ashton Kutcher fan until I watched his acceptance speech from the Nickelodeon Teen Choice Awards.

If you haven’t watched the clip yet, take the 4 minutes to do it. You won’t regret it. (This is Jen talking now – seriously – WATCH IT! I got the chills. Amazing message.)

Click here to read more…

Setting Up Our Kids Protection Plan

Recently, my husband and I finally had our meeting with Darlynn Morgan, of Morgan Law Group, our focus: setting up our Kids Protection Plan.

I can’t wait to have a catch-all plan in place for the not so pleasant to think about “God forbid what if something happened to us” scenario.

I say finally because it is something we’ve had on our to-do list for a very long time.  And actually, we had initially scheduled the meeting for January, but had to reschedule with Darlynn, because just days before my Mom tripped and broke her knee cap, and her emergency surgery was scheduled for that day.  My poor Momma.

Just a reminder that sometimes we get thrown curveballs we can’t plan for…

Click here to read more…


Preserving Your Life Stories

SCLG2

This guest blog was written by Peter from South County Law Group. Peter helped us with our estate planning awhile back. We loved working with him – click here to read about our experience.

As part of his estate planning process, he records an interview where parents get to talk about their beliefs, values and how they would like their children raised for the guardians named. To me, this was priceless and something that can be passed on down to future generations. Isn’t it cool to think about your great-great-great grandchildren getting to hear an audio recording talking about who you are and what you believe in? Such a special heirloom.

Here are some of his thoughts on the importance of preserving your life stories:

PRESERVING YOUR LIFE STORIES, VALUES, & LESSONS FOR YOUR CHILDREN & FAMILY
by Peter Sahin

Click here to read more!