July 2015 Newsletter

Laura K. Meier
Creating estate, business, and life plans that ensure a family’s complete protection and well-being.
Upcoming Events
 
7/15/15 - Kids Guardian Workshop at the City of Seal Beach
 
7/21/15 - Basic Estate Planning Workshop at Berkshire Hathaway in Lakewood, CA
 
7/28/15 - Kids Guardian Workshop at Berkshire Hathaway in Lakewood, CA
 
7/29/15 - Estate Planning Essentials at the City of Seal Beach
 
8/6/15 - Kids Guardian Workshop at the City of Seal Beach
 
8/13/15 - Estate Planning Essentials at the City of Seal Beach
 
Register today at meierevents.com
 
Meet with Joshua or Laura Meier
 
Be confident knowing that your family is completely taken care of! Schedule a planning session with Meier Law Firm and learn how you can create a family estate plan or have your existing plan reviewed.
 
Click here to schedule online or call 949.718.0420.
 
 
About Joshua and Laura Meier
 
 
Joshua and Laura Meier are top California family trust attorneys and the parents of four young children. Their law practice is dedicated to guiding families.
 
Laura is the author of the highly-acclaimed book, Good Parents Worry, Great Parents Plan. Josh and Laura conduct the popular Kids Guardian Workshop 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 Online Reviews!
 
We want to sincerely thank Alia A. for your 5 Star Yelp Review!!
 
"I recently used Meier Law Firm to handle the estate planning for my family and had a wonderful experience. I would recommend Meier Law firm to any family looking to protect their assets and plan for their children and loved ones. Laura is amazing to work with. She is intelligent, compassionate and honest. She makes a process that can be overwhelming and even emotional so simple yet effective and efficient. She doesn't miss a single detail from creating "in case of emergency cards" to the option to have an interview conducted to leave for your children. Not to mention her legal knowledge makes sure you and your love ones are completely protected." - Alia A., Yelp Review, 5/6/2015.
 
We have had several new families find us thanks to your great reviews of Josh and Laura on Yelp, Amazon, Facebook, Avvo, and Google. We really appreciate you taking the time to put in a good word for us!
Personal Note From Josh and Laura
 
 
Laura, Nana, and Mom
 
Dear Laura,
 

We hope everyone had a fun and safe Fourth of July!  We really lucked out—Joshua's parents had the kids sleep over the night before and we got to have a last minute overnight by ourselves at the beautiful Mission Inn Hotel and Spa. It's amazing how one overnight without kids can leave you as relaxed as a week long trip to Maui!  We were happy to get them back though in time for all the Fourth of July fun, although only two of them lasted until the fireworks.

 

This week's quickstep is on how to help kids beat summer boredom. Our new (adorable) summer intern, Conrad (pictured above), is beating summer boredom by helping mom and dad out a few mornings a week at the law firm.  He was slightly crushed when we told him he couldn't conduct our client meetings for us (seriously) but he does seem to be enjoying the starter pay check and lunch outings with dad.

 
All the best,
Interesting Image
 
Weekly Quick-Step For the Prosperous Family
 

Quick Step: 116 Ways to Help Kids Beat Summer Boredom

 

What it is: Easy activities that keep kids busy without breaking the bank.

 

Why You Need This: All kids get a little bored during the summer, even if they are in camps or playing with friends.  These unique activities help kids stay busy while focusing on creativity and getting them outside. Only three of the 116 activities require an electrical plug. 

 

Estimated Time: 1-2 hours each.

 

How to do it:

 

  1. Take advantage of the local tourist sites
  2. Take a tour of the best playgrounds in your town
  3. Plant a garden and take care of it
  4. Put up a tent in your backyard or living room
  5. Have a pizza-decorating contest at a slumber party
  6. Take a factory tour
  7. Go to a town festival
  8. Make your own play dough
  9. Make tie-dye shirts
  10. Buy or build a sandbox
  11. Play hide-and-seek
  12. Have a tea party
  13. Eat popcorn and play board games
  14. Make a collage from old magazines
  15. Open a lemonade stand
  16. Make brownies
  17. Feed the ducks at a local pond
  18. Cook something together
  19. Play dress-up
  20. Make a Cheerios necklace
  21. Put on a show in your garage
  22. Enroll the kids in a YMCA, YWCA, church, 4H or scouting program
  23. Teach your kids how to play kick the can
  24. Go to the rodeo, ballpark, library, beach, movie theater, craft store, park, county fair, bowling alley, water slides, zoo, amusement park, aquarium, museum and observatory
  25. Become a volunteer
  26. Learn about nature
  27. Take a drive to the country
  28. Visit a farm
  29. Do weekly science experiments
  30. Play with
  31. two or more small magnets
  32. Go berry-picking
  33. Finger-paint
  34. Blow bubbles
  35. Design and build a LEGO structure
  36. Make homemade ice cream
  37. Throw a theme party
  38. Line up and knock down dominoes
  39. Take a short train ride
  40. Make a cardboard city out of large, empty boxes (free from appliance stores)
  41. Design your own board game
  42. Play "Concentration" by matching pairs of playing cards
  43. Have a progressive kids' party (snacks and games at each home for 90 minutes)
  44. Create sidewalk art using chalk or Crayola sidewalk paint
  45. Design your own Web site
  46. Organize a field trip
  47. Start a play group
  48. Rent a canoe
  49. Organize a toy exchange with four or five families
  50. Play "Post Office" with junk mail

CLICK HERE TO READ MORE IDEAS.

 

Source: Tom McMahon, Professor of Psychology and Author of Kid Tips and Teen Tips.  Visit kitsapsun.com to learn more.

 

 
Featured Article
SIX CASES WHEN A TRUST IS BETTER THAN A WILL IN ORANGE COUNTY 
 

A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you.  But there are some cases when having a trust in addition to a will is imperative; here are six of them: 

 

  1. Avoiding probate or conservatorship.  A trust will bypass the probate process, saving the people you love time and money.  To carry out instructions in a will, a probate must be opened in the county court and that means your family is stuck dealing with the Court if you get hospitalized or after you die.
  2. Providing for a person with special needs.  If you have a child or another dependent with special needs, a trust commonly known as a Special Needs Trust can protect assets for a special needs person without jeopardizing their qualification for government benefits.  A will allows you to transfer assets to a special needs person, but will not protect those assets.
  3. Privacy.  Since a will undergoes probate in Orange County, it becomes public record.  A trust is private.

Click here to read more

 
Thank You
 

Thank you so much to Joann Wu, Chris Pitko, Arno and Tricia Poissonnier, Jennifer Owens, Karol Dangaran, Darla Serrano, Matt Silver, Linda Hollinghurst, Ross Anderson, Jeremy Rose, and Kate King for your referrals.

 

Thank you also to UCI Autism Center, UCI Town and Gown, Cal State University Long Beach Camp Nugget, Cal CPA North Orange County Chapter, and Jewish Federation and Family Services for hosting our estate planning workshops