April 2017 Newsletter

Laura K. Meier
Creating estate, business, and life plans that ensure a family’s complete protection and well-being.
 Are You Planning an Upcoming Trip?
 
Spring Break is right around the corner and summer will be here before you know it.  Don't let anything prevent you from fully enjoying your upcoming trip! Now is the time to meet with Josh or Laura to establish your family estate plan, or make sure the estate plan you have is fully up to date.  Call Bonnie Johnson at (949) 718-0420 to schedule your appointment today.
 
Upcoming Workshops
 

Estate Planning Workshop

Signature Resources

 

April 19, 2017 | 6:30pm

Onotria Wine Country Cuisine

2831 Bristol St., Suite A

Costa Mesa, CA 92626

 

RSVP to Kevin Messenger (949)390-2099, [email protected], or

www.meierevents.com

 

 

Kids Guardian Workshop

Child's World Preschool

 

May 2, 2017 | 5:30pm - 7pm

18422 Culver Drive, Irvine, CA 92612

 

Pizza and childcare provided.

 

RSVP to Bonnie Johnson at (949)718-0420, [email protected], or

www.meierevents.com

 
 
 
Taking the first step can see like the hardest, but it's so important to protect yourself, your family, and your assets!
 
Call our friendly Client Services Director Bonnie at (949) 718-0420 to learn how easy we make the estate planning process.  
 
Our clients tell us how surprised they were to discover they actually enjoyed setting up their plan!  You can read about their experiences by clicking here.
 
Most clients begin by attending a 90 minute planning session to determine what type of planning you need.  Call Bonnie to schedule or click here to schedule a planning session online.
 
Thanks to Facetime and Skype, attending a planning session is more convenient than ever.  We are happy to meet with you in our Newport Beach office or virtually.
 
About Joshua and Laura Meier
 
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Joshua and Laura Meier are top California family trust attorneys and the parents of four young children. Their Newport Beach estate planning law firm is dedicated to guiding families.
 
Laura is the author of the #1 best-seller, Good Parents Worry, Great Parents Plan. Josh and Laura conduct estate planning workshops throughout Southern California and have been featured on NBC, ABC, CBS, FOX, WORTH, OC Metro, ParentingOC, and more.
 
Click here to read more about Josh and Laura.
 
Thank you for Your Fabulous Online Reviews!
 
We want to sincerely thank you for your online reviews!
 

"We are so blessed to have The Meier Firm in our lives with Laura and Josh as our representatives. It is a sense of peace that we have you both to help us with all of our future planning and organization.

The Meier Firm is the best choice you can make with Estate and Trust planning. Bonnie is equally amazing. It has been one of the best experiences of my life."

—Lesley E., 5 Star Yelp Review

 
We would love for you to share your experience with Joshua or Laura. Please click below on your favorite review site.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Personal Note From Josh and Laura
watch video
 
 
Dear Bonnie,
 
Spring is finally here. For the Meier household that means a lot of baseball games and the return of a lot of our favorite tv shows. I think we are officially the last household to order Netflix. We finally broke down and are thoroughly enjoying our first free month watching as many stand up comedian specials as possible.
 
Spring break is coming up for many of us and passover and Easter are just around the corner. My Lent resolution this year was to stay off Facebook until Easter. I figured that was easier than giving up chocolate. I am actually surprised how much I have enjoyed the break from social media. I have more time for work and the kids, and I don't feel bogged down with sad news or controversies throughout my day. I do really miss seeing the posts of everyone's kiddos though.
 
I spent some of my newfound time creating a youtube page for our law firm. The video above is on how to hold title to your home. It's just one of the informative videos you can find on our channel. I can't stress enough how important it is to pull the deed to your home once a year to make sure it's still in your trust, especially if you have ever refinanced your home. Please call Bonnie if you would like me to double check that for you. I am happy to do so and it's so important!
 
All the best,
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Weekly Quick-Step For the Prosperous Family

 

Quick-Step:  The #1 Game Changer in Any Relationship. 

 

What It Is:  How to react to our partner's "good news".

 

Why we need this: We've all heard that partners should be there for each other when the going gets rough. But research shows that being there for each other when things go right is actually more important for relationship quality.  How someone responds to a partner's good news can have dramatic consequences for the relationship. Research shows that couples who showed genuine interest in their partner's joys were more likely to stay together according to a study conducted by psychological research Shelly Gable.  Couples who reacted is a less than enthusiastic way, including responding while distracted, bringing up their own accomplishments, or questioning whether they could handle whatever the good news entailed, were much less likely to stay together in the long run.  

 

Estimated time: One minute

 

How to do it:  The next time your partner shares good news with you, respond accordingly:

 

1. Focus

 

Turn to your partner, and rid any type of distraction, like the game in the background, your cell phone, or the book you are reading.

 

2. Listen

 

Enthusiastically receive your spouse's good news. This is not the time to bring up your own good news, or an accomplishment from your past.  Don't diminish the good news either by asking them if they can handle the new promotion, etc. This is a moment where you solely focus on your spouse's good news and let them enjoy the moment. You can address the details or obstacles later at the appropriate time.

 

3. Congratulate

 

Once you've stopped what you are doing, and engaged your partner wholeheartedly, respond to the good news by congratulating them with enthusiasm, and asking them what if felt like when they heard the good news, any any exciting details they'd like to share.

 

Full article written by Father Kerry, Pastor at Our Lady Queen of Angels Church in Newport Beach.

 

To read the full article, click here.

 

 

 
Featured Article
 

Why Your Old Trust May Lock Your Family Into a Nightmare Scenario!

By Laura Meier, Esq.

 
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Last week, I was talking with a couple at my son’s baseball game, when the wife mentioned that they had set up their revocable living trust up back in 2005. The couple said they were concerned it needed to be updated.

 

Aside from the major life changes they’d had since then, including having more children, and moving out of state, there was a larger red flag that went up for me when I heard the date of the trust.

 

Basically, for many years, including 2005, the common structure for trusts for married couples was called the A/B Trust. This meant that upon the death of the first spouse, the trust was divided into two sub-trusts: Trust A for the surviving spouse, and Trust B for the late spouse.

 

The main reason for this mandatory split structure was to mitigate estate taxes, a likely problem for couples back then because the amount of money the government would allow you to pass at a death without triggering estate tax was significantly less than it is today. Due to changes in law and changes in the tax exemption, the need for the A/B Trust as a tax avoidance strategy became less necessary.

 

The other problem is that...

 

Read More Here 

Spotlight
 
Meier Law Firm is now offering a free trust review of any trust as long as you contact our office by May 1, 2017 to schedule your appointment.  Be sure to mention this article to receive the free trust review.  Call (949) 718-0420.
 
Thank You
 

A big shout out to all of you who have left us such wonderful YELP reviews!  We are so happy that you are all happy!

 

Thank you to UCI Center For Autism and Neurological Disorders, Northwestern Mutual, and Good Shepherd Lutheran Church and Preschool for hosting our estate planning workshops.  

 

Thank you to Jason Osiecki, Bridget E. Butler, Esq., Tom Cymer, Ashleigh Serdan, Bill Sutton, Carolyn Dillinger, Katie Greiser, Andrew Soss, Trish Levine, Dominic Riccabona, and Kathie Turner for your referrals