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    Take a Quiz to Test Your Life Plan






    1.

    If my spouse and I didn’t come home, our babysitter would know exactly who to call and how to reach him or her.

    2.

    I’ve legally made sure that designated friends and family members could temporarily keep my children in their care if something happened to me, ensuring the police and child protective services would not place them in temporary foster care.

    3.

    I have a signed legal document stating who I want to raise my children if something happened to me, so a judge would not have to make that decision.

    4.

    I have an updated and fully-funded living trust, so my spouse or loved ones would not have to go through a long and costly court process to receive my assets and money if something happened to me.

    5.

    I have legally made sure that if something happened to me, my children would not receive their full inheritance from me at age 18 without any restrictions.

    6.

    I have legally made sure that my beneficiaries’ inheritance from me will not be exposed to creditors, divorces, and bad investments.

    7.

    I have a living trust with tax planning strategies so that my estate will not have to pay 35-55% in estate taxes when I die.

    8.

    I have legally made sure that if I were in the hospital and unable to communicate that my doctors could talk to my family members or special friends about my condition.

    9.

    I have legally made sure that I will not be artificially kept alive if my death is imminent or I will only be able to live in a permanent vegetative state.

    10.

    I have a lawyer, financial advisor, CPA, and other trusted Advisors who collaborate together to help me define and achieve my dreams and ensure my family will be completely protected and provided for, even if something happened to me.

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    Newport Beach, CA Estate Planning Law Firm, Meier Law Firm, provides qualified and comprehensive legal planning in the areas of Estate Planning, Estate Tax Planning, Health Care Documents, Advanced Directives, Wills and Trusts, Revocable Living Trusts, Irrevocable Trusts, Durable Power of Attorney, Special Needs Trusts, Business Law, Business Succession Planning, Business Finance, Family & Small Business, Financial Planning, Buy-Sell Agreements, Limiting Liability, Asset Protection, Exempting Assets, Asset Transfer, Planning for Minor Children, and Guardianship. Meier Law Firm serves clients in the Orange County area including, but not limited to, the cities of Laguna Beach, Laguna Niguel, Irvine, Huntington Beach, Costa Mesa, Newport Coast, Fountain Valley, Santa Ana, Mission Viejo, and Lake Forest, California.

    Copyright © Meier Law Firm. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.

     

     

     

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    Meier Law Firm | 450 Newport Center Drive, Suite 625, Newport Beach, CA, 92660

    phone: 949.718.0420 e-mail: office@meierfirm.com