Morgan Law Group: Orange County Family Wealth & Estate Planning Law Firm

12/19/2024

These ladies! Their hard work and dedication make Morgan Law Group what it is. Not everyone was represented due to sickness and location, but we sure had a lot of fun with our annual "Secret Santa" and "White Elephant" gift exchanges.

12/19/2024

Estate planning isn't one-size-fits-all. While online plans may seem affordable, meeting with an experienced attorney ensures you get personalized advice and long-term support.

At Morgan Law Group, we offer 3 levels of planning to fit your needs—let's find the right solution for you! Get started: https://keap.app/booking/supportteam/free-15-min-consult-phone

12/17/2024

When someone tells me they don't need an estate plan, it truly worries me.

Many believe estate plans are only for the wealthy, that a simple will is enough, or that it’s something to think about 'later.' But the truth is, everyone can benefit from having a plan in place.

Do yourself and your family a favor—take the time to create a comprehensive estate plan. Visit our website to learn more: https://morganlawgroup.com/estate-planning-process/

12/13/2024

Received this message today, its the hardest part of my job, but I also consider it a privilege to be among the first contacted when a client dies:

"Wanted to let you know that my dad passed away yesterday. He was at peace, ready, surrounded by family, and comfortable throughout the last couple weeks.

He was very fond of you and felt secure in your guidance of the family estate planning. Thank you.

Nothing pressing today, but please let me know if there is anything you need me to do or plan for with anything related to their family/estate planning, documentation."

12/13/2024

💡 Did you know? Adding someone as a joint owner on your account makes your money vulnerable to their creditors! Learn more about protecting your assets in our latest blog.

🔎 Read more: https://morganlawgroup.com/common-estate-planning-questions-how-to-handle-your-assets

12/11/2024

⚖️ Your beneficiary designations need to be kept up to date over time so they reflect your current circumstances when you die.

Let us help you protect your assets and keep your plan current– take the first step today!
👉 https://keap.app/booking/supportteam/free-15-min-consult-phone

12/06/2024

An estate plan review ensures your plan reflects any changes in your life and keeps your priorities aligned for the year ahead. ✨

Don't wait—reach out to us today to schedule your review and start the new year with peace of mind!
📧 [email protected]
📲 949.260.1400
🖥️ www.morganlawgroup.com

12/04/2024

Where does your estate plan stand?

If your answer is A, we’re so happy for you! If your answer is B or C, we invite you to take the first step today by scheduling a call with us.

📲 https://keap.app/booking/supportteam/free-15-min-consult-phone

We’re here to guide you every step of the way!

12/02/2024

Who would you trust to make medical or financial decisions if you couldn’t?

Without legal authority, even loved ones may not be able to help. Estate planning gives you a voice when you can’t speak. Young or old, single or married—𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 needs a plan.

📽️Watch our video to learn more!

11/30/2024

Your family gathering is the perfect time to preserve stories, traditions, values, and memories that will last for generations. We can help you transform these precious moments into a comprehensive plan that protects what matters most!

👉 Visit our website to learn more about our process: https://morganlawgroup.com/estate-planning-process/

11/28/2024

Happy Thanksgiving from Morgan Law Group! 🦃

As we gather with loved ones and reflect on what we’re grateful for, we want to extend our heartfelt thanks to our clients, colleagues, and community.

Your trust and support inspire us to provide the best possible service– Wishing you and your loved ones a wonderful Thanksgiving!

*Please note that our office will be closed today & Friday. For immediate assistance, kindly email [email protected].

11/27/2024

Did you know Thanksgiving is the perfect time to start legacy planning conversations?🤔

Learn how to transform family stories and traditions into a meaningful legacy that lasts generations.

🌟 Schedule a free 15-minute consultation today– https://keap.app/booking/supportteam/free-15-min-consult-phone

11/25/2024

🦃 This Thanksgiving, serve up more than just turkey! Discover how your family gathering can become a meaningful opportunity to preserve your legacy and values for future generations.

✨ Read the full article linked below! ✨

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and

11/23/2024

If you or someone you know is about to retire, now is the perfect time to plan ahead. Consider your legacy, benefits, and assets to ensure a smooth transition into this exciting new season of life. 🌟

Schedule a complimentary call with us today and take the first step toward retiring with confidence– https://keap.app/booking/supportteam/free-15-min-consult-phone

11/21/2024

As we age, our legal needs evolve. Changes in family dynamics, growing assets, and long-term planning require thoughtful attention. At Morgan Law Group, we’re here to guide you through every stage of life. 🌟

Plan ahead for peace of mind— Call us today at 949.260.1400!

11/19/2024

Probate in California can be a long, expensive, and complicated process. Here's why:
- High court costs and attorney fees 💰
- Lengthy process (often 9-18 months!) ⏳
- Public record exposure of assets and debts 📂
- Limited control over estate distribution ⚖️

Avoid the hassle—visit our website to learn more about estate planning solutions!
👉 https://morganlawgroup.com/probate-attorney-orange-county/

11/19/2024

"We had been putting our whole "Afterlife Planning" on the back burner for years. We finally pulled the trigger on the advice of our dependable realtor. Erin and Co. on behalf of Morgan Law made this entire process as painless and transparent as we could hope for. The great thing of it all..is that unlike other service providers, they have made themselves available for any future inquiries or concerns. Do yourselves a.." says Cesar on Google

★★★★★ We had been putting our whole "Afterlife Planning" on the back burner for years. We finally pulled the trigger on the advice of our dependable realtor. Erin and Co. on behalf of Morgan Law made this entire process as painless and transparent as we could hope for. The great thing of i...