The Legacy of Love

Planning for Peace: Estate Planning Essentials with Megan A. Moghtaderi

Sara Ecklein Episode 4

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In this enlightening episode, Sara sits down with estate planning attorney Megan Moghtaderi for an empowering discussion about the critical importance of estate planning. Inspired by her own family’s experience of navigating loss without a plan, Megan shares both the emotional and practical reasons why creating an estate plan is one of the greatest gifts you can give your loved ones. She walks us through the essential components of an estate plan in California—revocable living trusts, pour-over wills, powers of attorney, and advanced health care directives—while emphasizing that these tools aren’t just for the wealthy or elderly. Estate planning is crucial for anyone over the age of 18, offering peace of mind not only after death but also in the case of incapacity. From ensuring your wishes are respected during incapacity, to the proper transfer of assets, and securing your digital legacy, Megan’s insights will empower you to take control of your future, safeguard your desires, and spare your family from difficult decisions during times of grief. Tune in to discover why estate planning is much more than legal paperwork—it’s an enduring act of love and protection for those who matter most.

About Megan:
Megan A. Moghtaderi is a principal attorney in Offit Kurman’s Trusts and Estates Practice Group.

Her practice includes estate planning for generational wealth, fiduciary representation, trust and estate administration, inheritance litigation, probate, conservatorships, guardianships, and elder law. She represents private fiduciaries, medical providers, IT professionals, as well as business owners, entrepreneurs, corporate institutions, and philanthropists.

Megan advises high-net-worth individuals and families in estate planning and trust litigation involving over $100 million in assets. She works closely with individuals and families to create estate plans that reflect their unique goals and desires, with an emphasis on reducing the risk of future litigation. As a burgeoning area of law, she is well versed in the nuances of digital assets and planning and administering these assets, advising all clients, including those in the technology industry, concerning implementing key provisions in their plans for these unique assets. She also represents fiduciaries and beneficiaries in disputes over trusts and estate issues such as accounts, contests, principal and income allocations, and creditor claim disputes.

Additionally, Megan was given the rating of “AV Preeminent®” by Martindale-Hubbell for the highest level of professional excellence for her legal knowledge, communication skills, and ethical standards. She was also named a “Gold Client Champion” by Martindale-Hubbell and awarded the “Superb” rating by Avvo for her legal acumen and superior client service.

Connect with Megan:
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