Free Estate Planning Workshops in July

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Free Estate Planning Seminars



Who Will Get Stuck “Holding The Bag” For Your Family After You’re Gone?

by Darlynn Morgan,
Orange County Estate Planning Attorney

No, I’m not talking about your fabulous Gucci bag.

When I ask who will be stuck “holding the bag for your family,” I’m referring to an old saying of someone being left on the hook—or cleaning up a mess for someone else after their passing.

So, who will be stuck holding your family’s bag?

If you didn’t make it home from work today, who would raise your kids? What would happen to your spouse? Would they be financially provided for in your absence? What about the legal fees and the public records that make your children’s inheritance known to every con-artist in town?

We have seen time and again over our years in practice that when a family member dies, their loved ones suffer.  And they don’t just suffer because they miss the person who died.

They suffer because the person who died left things messy.

Messiness after your death (or in the event of your incapacity) means the people you love the most will be stuck cleaning things up, going to Court, struggling to get a handle on things, and taking time away from their lives and impact in the world to do so.

What would be the impact on their life of having to go to Court to get access to your assets, of having to figure things out because you didn’t leave clear guidance or instructions? Are you making decisions now by doing nothing that could lead to significant family conflict for the long-term?  It’s quite common.

Even among people who think they have nothing, it could cost a family hours upon hours and thousands in Court costs and legal fees simply to get access to an apartment, minimal bank account and a car so it can be handled properly.  If you have more than that, it becomes even more onerous.

But here’s the kicker…it doesn’t have to be this way!

Most parents wonder, but don’t actually know what they are supposed to be doing to prepare for the wellbeing of their family, should something “unexpected” happen to them.

Free Estate Planning Seminars

That’s why I feel it’s my personal responsibility each month to host a FREE seminar titled, “What Every Parent Needs to Know…9 Easy Steps To Make Sure Your Kids Are Protected No Matter What” so you know exactly how to protect your loved ones.

I’d like to invite you to join me for my next two free estate planning seminars in July where you can learn:

-> How to choose the right guardians for your kids and avoid making any of the 6 common mistakes

-> How to keep your family out of probate (which is long, expensive, public and does not pass your assets in a responsible way!)

-> How to prevent a court from having to supervise your children’s inheritance and then handing them money at 18!

-> How to leave your loved ones a gift far greater than all the money in the world if the unthinkable happens

Upcoming Seminar Dates:

July 10th, 2014 –  3pm @ Casey’s Cupcakes (Irvine Woodbury location)
July 12th, 2014 – 11am @ Granola Babies 

Just go to to reserve your space at the event date of your choice (classes book up – register ASAP).

It’s free, easy…so no excuses! Remember, it’s YOUR bag…so please take better care of it than the fabulous bag you likely wear around your arm each day.  Join us and learn what it takes to make the very best decisions for the people you love.


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