Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
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The Final Act of a Great Love Story everything in order for his wife and children, including a full estate plan, life insurance, and instructions. -
The L.A.P.T is the LOVE Trust Every Family Should Consider Protect your child from being harmed by third parties for the rest of their life! And in some cases, even protect them from themselves if necessary? -
Monopoly and 'Bad Beneficiaries' Parents ask me a lot how they can avoid having their adult children fight over their estate. -
Legal 'Must-Do's' Before Leaving Kids in Someone Else's Care Before you leave your child in someone else's care, there are legal considerations you should address. Here are 5 Legal Must-Do's before leaving your kids. -
Meier Law Firm Offers The Modern Day 'Rainy Day' Fund Every Family Should Consider While saving money for an emergency is a must, there is a new modern day 'rainy day' fund that every family should consider. -
Private Retirement Trust That Protects Your Assets! No one would want to lose their hard-earned retirement money to an unfair lawsuit or ill-intentioned third party. -
Does Your Child Need a Special Needs Trust? Hey moms and dads! Find out if your child should have a special needs trust. We can help! -
Prosperous Family Quick Tip- 10 Tips for Getting Back Into Routine After Vacation I'm the classic case of the person who returns from vacation only to feel panicked and overwhelmed by the to-do list, and out of sorts with sleep and routine. -
Estate Planning Needs that Can’t Wait Until the New Year Pick a date between now and New Year’s Eve to make sure all your affairs are wrapped up so you can start the New Year fresh! -
Medi-Cal Does NOT Require “Middle Class” Seniors To Spend Down All Of Their Assets Medi-Cal is a special federal and state government program that helps seniors fund their long-term care needs, such as paying for a nursing care facility. It’s different from Medicare, which provides health insurance coverage for seniors. -
Trust, Estate and Long-Term Care Planning When a Spouse Becomes Disabled Even though your current estate plan is still valid and has not expired, it typically only serves as a death plan, and not as a long-term care plan. You will need an estate plan that fully addresses your spouse’s new health care needs and the associated costs. -
A big Happy Thanksgiving to you and your family! Josh and I really think a lot about the families who come to us for help, either for their estate planning needs, or just because they need someone to talk to about life's ups and downs.