January 2016 Newsletter

Laura K. Meier
Creating estate, business, and life plans that ensure a family’s complete protection and well-being.
Upcoming Events
 

Special Needs Workshop at Down Syndrome Association Orange County

1/11 at 1pm


Estate Planning Essentials- Lunch and Learn at The Regency-A Vintage Senior Living Facility
1/20 at 11am

Basic Estate Planning Workshop at Orange Coast College

1/21 at 8:30am

 

The Kids Guardian Workshop at Good Shepherd Lutheran Church and Preschool

1/27 at 7pm


Special Needs Workshop at ABC Unified School District 
2/3 at 6pm

 

OC Planned Giving Roundtable - 2/4 at 7:30am

Estate Planning Speaker Series at the University of California Irvine

1/16; 1/23; 4/5 at 8:30am

The Kids Guardian Workshop at Northwestern Mutual

2/17 at 6pm


The Kids Guardian Workshop at the Regional Center of Orange County

2/25 at 6:30pm

 

Click here to view the full schedule, and to register for an upcoming event.

 
Meet with Joshua or Laura Meier
 
Schedule a planning session with Meier Law Firm and find out exactly what type of planning your family needs to be completely taken care of if anything should happen to you
 
Click here to schedule your session or call our Client Services Director, Bonnie Johnson at 949.718.0420 Monday through Friday between 9am and 4pm.  Bonnie is happy to answer any questions you have and can help you get scheduled. 
 
About Joshua and Laura Meier
 
 
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 highly-acclaimed book, 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!

 

"My wife and I were in the market for an estate plan and were referred to Josh Meier at the Meier Law Firm by a financial planner friend who had utilized their services. My wife and I were extremely impressed with their high degree of professionalism and care in making sure that we had an estate plan in place that was tailored to our specific circumstances, as our situation had several complexities. We were especially appreciative of their target focus of our children and making sure that all of our bases were covered there. We especially loved the fact that this was on  a "flat fee" basis in putting this all together which meant that we didn't have to wonder about getting billed for every phone call or email question that would come up along the way. From beginning to end the experience was positive, warm, and inviting. We would recommend the Meier Law firm to anybody. Steve B.—YELP Review

 
We would love for you to share your experience with Joshua or Laura. Please click below on your favorite review site.
 
Meier Family
 
 

We hope your new year is off to a great start! I feel like it is going to be a great year even though we didn't win the 1.5 billion dollar Powerball (weep weep). 

 

One way we can all hit the jackpot this year is to do the little things we can to make our families stronger and closer. This week's quick step has so many great ideas on little things we can do together.  I bolded the ones I want to focus on and hope you bold some for your family as well. We tried #4 with the kids last weekend and while it was truly exhausting trying to keep up with the kids racing on their razors, it was also a ton of fun!

 

Josh and I truly wish your family the very best start this year.  If there is anything we can do to help you, or if there is someone you would like us to connect you with, please send us an email at [email protected] or [email protected].  We'd be happy to help!

 

Warmest regards,
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Weekly Quick-Step For the Prosperous Family

 

Quickstep: 50 Best-Ever Ideas to Make Your Family Closer (Authored by Holly Corbett at Redbook Magazine)

 

What it is: Simple ways your family can draw closer together this year.

 

Why you need this: It's not always easy staying connected with our spouse and kids, even though they mean the most to us.  By engaging in specific family activities outlined below, we will find in just a short amount of time we've become closer.

 

Estimated time: Each activity ranges from 30 seconds to one hour.

 

How to do it:

  1. Cultivate an attitude of gratitude by writing/saying thank you.
  2. Practice random acts of kindness for others.
  3. Make cooking a team effort by letting the kids experiment with recipes.
  4. Set a health goal for the week like trying a new exercise.
  5. Spend less time in the kitchen.
  6. Encourage your children’s spiritual sides.
  7. Create a family crest by including symbols that represent your family’s beliefs and interests.
  8. Build a new family zone.
  9. Make a family tree that includes where you came from.
  10. Keep a bin in each closet so kids can add items they want to pass along.
  11. Create a family bucket list kids can add to including vacation ideas or a new tradition.
  12. Help kids sell their old items or ebay or donate them to a charity they choose.
  13. Do less!
  14. Don’t get mad, get silly. Try singing over yelling.
  15. Organize your memories.  Spend 15 minutes each Sunday preserving photos you took.
  16. Let your kids style you by picking out your office blouse.
  17. Show up.
  18. Take 15 minutes per day 100% focused on your spouse or kids.
  19. No screen Saturdays!
  20. Streamline your mornings by prepping the night before.
  21. Pick one seasonal activity you do alone with each child.
  22. Automate your chore list by assigning tasks to kids or cleaners.
  23. Set 3 good intentions per day like getting to school early or calling a grandparent.
  24. Be present by example.
  25. Challenge your family to one week of giving.
  26. Pick a family hobby to perfect together.
  27. Send your kids a birthday letter highlighting their biggest wins the last year and what you love most about them.
  28. Teach them history by visiting landmarks and museums.
  29. Encourage dad/kid bonding.
  30. Make your marriage your #1 priority.
  31. Get a move on by riding bikes or kayaking together.
  32. Have a treasure hunt.
  33. Turn chores into teamwork.
  34. Nurture yourself (i.e. happy wife, happy life!)
  35. Don’t just promise it, give your kids an IOU voucher.
  36. Join a charity group or small faith group.
  37. Leave love notes for your spouse and kids on mirrors or lunch boxes.
  38. Let go of the idea of having dinner together. Breakfast can be the family meal just as well.
  39. Explore your passions so the kids can see you trying new things.
  40. Grow something together, like a plant or even a business.
  41. Institute a gag gift for your family.
  42. Limit conflict by limiting choices.
  43. Learn something new about one another every single day.
  44. Take story time up a notch by asking kids to say what they would have done.
  45. Budget for experiences rather than stuff.
  46. Show kids that loyalty comes first by coming to their events whenever possible.
  47. Research activities in your hometown and hit them up.
  48. Look your best.
  49. Take an online class together like a finance or relationship class.
  50. Designate a weekly family fun night.

 Click here to view full article on RedBook.

 
Featured Article

Advice on Wills: Should Each Child Get The Same?

By Amy Fontinelle: Investopedia.com
 

*This article features and quotes Laura K. Meier, Esq.*

 

Dividing up your estate among offspring can be a tricky business. Remember what happened to King Lear.

 

Seriously, there are many situations where the obvious option – an equal division of assets among children – is the right choice. But in some families, giving each child an identical inheritance might not make sense. As estate planning attorneys point out, there is a difference between leaving an equal inheritance, where each child receives the same amount, and an equitable inheritance, where each child receives what’s fair, given his or her circumstances.

So when does it make sense to leave each of your children the same inheritance, and when does a different arrangement make more sense? And how might each choice affect sibling harmony and whether your wishes are carried out as you intended?

 

When to Do Equal Amounts

 

If there are three children, each will get one-third of the remaining estate after both parents have passed away.

 

“It makes sense for each child to get the same inheritance when each child has similar needs and is similarly situated in life, each child has received similar support in the past from their parents, and each child is mentally and emotionally capable and responsible,” says Laura K. Meier, an estate planning attorney in Newport Beach, Calif., and the author of “Good Parents Worry, Great Parents Plan – Wills, Trusts, and Estate Planning for Families of Young Children.”

 

For example, if your children have all completed college (with you paying their tuition) and no longer rely on you for financial assistance; if no child has a handicap or serious illness; and if all have demonstrated that they’re responsible with money, it’s logical to divide your assets evenly among them.

 

Click here to finish article.

 

 
Thank You
 

Thank you to all of our amazing clients for leaving us the nicest YELP reviews!  We read them all and it makes us so happy to know you are happy.

 

Thank you also to Brent Kramer, Reed and Christina Stoneburner, Kevin S., Vanessa Sudin, Joe Jones, Debra Curry, Jeremy Rose, TJ Delight, Don Saulic, Yousef Abuhakmeh, and Helen Simpson for your referrals.

 

Thank you to Down Syndrome Association of Orange County for hosting our Special Needs Workshop