Parents – Did You Miss This Goal for 2015?

This post today is written by Darlynn Morgan of Morgan Law Group, an OC estate planning lawyer.

OC Estate Planning Lawyer

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One HUGE Financial Resolution You Likely Missed For 2015

It’s a new year, which means like most parents, you’ve probably made a handful of resolutions to improve your life or set your family on a better course in 2015.

Perhaps you’re shooting for less TV time for the kids… or maybe a family-wide goal to eat healthier snacks.  In the area of finances, maybe you’ve resolved to get out of debt, take a fabulous vacation or use your money to benefit more charities making a difference in the local community or the world.

These are all great resolutions…but I can pretty much guarantee that there is still one important goal for 2015 that you missed…

…estate planning!

Did you know that setting your legal affairs in order is one of the most important things you can do to ensure your family, wishes and assets are protected if something unexpectedly happens to you and/or your spouse?

A Sad Story + Empowerment for Parents

Free Kids Protection Workshop for Parents

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A Sad Story + Empowerment for Parents

by Orange County Estate Planning Attorney, Darlynn Morgan of the Morgan Law Group

I walked into my office last week to see one of our attorneys, Brooke, visibly shaken over something that had happened to her.

It turned out that her neighbor, who was only in his 40’s and in seemingly good health, had suffered a heart attack….

Free Wine & Cheese (Educational!) Date Night

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Estate Planning Workshop

Do you know the difference between a will and a trust? Do you know which legal documents every parent should have in place at the very least? Do you know how guardianship would work for your kids if something were to happen to you? Do you know what a health care directive is? Where would your money go if something happened to you? When?

Estate Planning Date Night Workshop

If you are a parent and have not taken the steps to find out the answers to the above and have not put legal documents in place to protect your kids, The Soto Law Group is holding a free educational date night for parents to come and learn more, with wine and cheese as an added bonus. 

Click here to read more.