Meghan McNulty Law

Meghan McNulty Law ๐Ÿ“ ๐–ซ๐—ˆ๐—Œ ๐– ๐—‡๐—€๐–พ๐—…๐–พ๐—Œ | ๐–ญ๐–พ๐—๐—‰๐—ˆ๐—‹๐— ๐–ก๐–พ๐–บ๐–ผ๐— | ๐–ฎ๐—‹๐–บ๐—‡๐—€๐–พ ๐–ข๐—ˆ๐—Ž๐—‡๐—๐—’
โš–๏ธ ๐˜•๐˜ฐ๐˜ต ๐˜บ๐˜ฐ๐˜ถ๐˜ณ ๐˜ข๐˜ท๐˜ฆ๐˜ณ๐˜ข๐˜จ๐˜ฆ ๐˜ข๐˜ต๐˜ต๐˜ฐ๐˜ณ๐˜ฏ๐˜ฆ๐˜บ. ๐˜–๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฐ๐˜ฑ-๐˜ฏ๐˜ฐ๐˜ต๐˜ค๐˜ฉ ๐˜ญ๐˜ฆ๐˜จ๐˜ข๐˜ญ ๐˜ด๐˜ถ๐˜ฑ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ง๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ง๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฃ๐˜ถ๐˜ด๐˜ช๐˜ฏ๐˜ฆ๐˜ด๐˜ด.

Setting up a trust is step one. Funding it is the step most people skip.An unfunded trust is just a document. Your bank ...
09/02/2026

Setting up a trust is step one. Funding it is the step most people skip.

An unfunded trust is just a document. Your bank accounts, property, and investments still need to be retitled into the trust for it to actually work. If that step never happens, your family goes through probate anyway, trust or no trust.

This is the number one mistake estate planning attorneys see. Not the absence of a plan. A plan that was never completed.

Do not let paperwork undo everything you built.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/31/2026

Most business owners assume their personal assets are safe. Without the right legal structure in place, they are not.

An LLC or trust creates that separation. But it only works if it is set up before a lawsuit or creditor claim arises. After the fact is too late.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

If your ex is still listed on your life insurance or retirement account, they get the money. It does not matter what you...
08/28/2026

If your ex is still listed on your life insurance or retirement account, they get the money. It does not matter what your will says.

Most people do not realize their beneficiary designations operate completely outside their estate plan. They are updated separately and they always take priority.

Marriage. Divorce. A new child. Any major life change is a reason to review every form on file.

This is one of the most common and most expensive mistakes families make. And it takes only 10 minutes to fix.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/26/2026

Beneficiary designations live outside your will and trust. They override everything. An ex-spouse still listed on a retirement account gets that money, no exceptions.

When life changes, those forms should change too.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742

Putting your home in your child's name feels like the right move. The tax bill it creates is anything but.When you gift ...
08/24/2026

Putting your home in your child's name feels like the right move. The tax bill it creates is anything but.

When you gift a property, your child inherits your original purchase price as their starting point. Every dollar of appreciation gets taxed when they sell.

A living trust does this smarter. Your home avoids probate, passes to who you choose, and your child gets the stepped-up value, not your tax burden.

One conversation with an estate planning attorney can save your family hundreds of thousands of dollars.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/21/2026

A succession plan answers three things: who takes over, on what terms, and with what legal authority. Without it, those decisions get made under pressure by people who were never prepared to make them.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/21/2026

A Trump Account is a new tax-deferred savings account for children. Setting one up is straightforward.

For questions about how it works or how it compares to a 529 plan, we are happy to help.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/19/2026

A revocable living trust helps avoid probate.
It does not give liability protection.

That matters if you own rental property or operate real estate like a business.

For liability protection, an LLC may be part of the conversation. But for probate avoidance, a revocable living trust may be the tool.

Different risks require different planning.

Watch Business Talk with Meghan McNulty on YouTube for more conversations on estate planning and business ownership.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

One account. One password. One document nobody can find. That is all it takes for your family to get stuck.Not because t...
08/17/2026

One account. One password. One document nobody can find. That is all it takes for your family to get stuck.

Not because they are careless. Not because they are unprepared people. Because everything is connected now.

Banking. Insurance. Property. Business records. Healthcare decisions. Digital access.

If one piece is missing, the whole process can slow down fast.

If your plan only covers the big things, it may be time to connect the smaller pieces before your family needs them.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

08/14/2026

Before jumping into LLCs, partnerships, irrevocable trusts, or tax strategies, most people need to ask a simpler question:

Do you even have the basic documents in place?

A will.
Health care directive.
Power of attorney for assets.
A revocable living trust when appropriate.

Advanced planning only works if the foundation is already there.

For more planning conversations, watch Business Talk with Meghan McNulty on YouTube.

If you're ready to take control of your estate planning needs and safeguard your business for the future, ๐Ÿ“ž contact us at (949) 625-2742.

Address

620 Newport Center Drive #1100
Newport Beach, CA
92660

Telephone

+19496252742

Website

Alerts

Be the first to know and let us send you an email when Meghan McNulty Law posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category