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.
Thank you for Your Fabulous Online Reviews!
We want to sincerely thank you
"I met Josh at a small seminar for family trusts. I was amazed how detailed he was about every aspect of making a trust. His knowledge is extensive. After listening to Josh, I knew I didn't have a proper trust in place. He truly cares about his clients and the children that are involved. I would recommend him to anyone who is seeking a knowledgeable and compassionate lawyer."
-Irina S., 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
We hope you
had a great Halloween! We had a lot of fun with the kiddos trick or treating. You
can click here on our Firm Instagram Page
to see their Halloween photo. Conrad of course decided to dress up as a "crazy" Trump supporter, which you
'll appreciate even if you
do love Trump!
With Thanksgiving right around the corner I can't think of a better quick-step than the one we have for this edition. I have personally been 'guilty' of failing to write thank you notes in the past and now that I can no longer use the "I just had a baby" excuse, I am going to have to re-master the art of sending thank you cards!
Since this is likely our Thanksgiving newsletter, we want to tell you thank you for being our valued client and friend. Honestly, we know the reason for our law firm's success is because of the people we work with. So thank you so much for your trust and confidence in us and for making our jobs the best in the world!
All the Best,
p.s. The video clip above is a fun clip from when I was on FOX a couple weeks ago talking about how to PLAN for our kids.
Weekly Quick-Step For the Prosperous Family
Quick-Step: The #1 Word We Must Say Every Single Day
What It Is: Saying “thank you”.
Why we need this: Many people feel very thankful for what their spouse or children or parents or friends or coworkers do for them, but often times we fail to adequately express our thanks. In her TED talk, Life Coach and Counselor Laura Trice talks about the importance of saying thank you, and having it be very specific and very genuine. She describes how many people want to express their thanks, but feel awkward or uncomfortable to properly thank someone. She also describes how many people feel “wounded” that their parents did not tell them directly how proud and thankful they were of them. Saying thank you for even simple things, like telling your spouse how thankful you are when they do the dishes or go to work, can repair relationships, build admiration, and make others feel loved and valued.
Estimated time: Daily
How to do it: Here are 5 simple ideas to help you get into the habit of conveying your thanks:
- Email a co-worker: Do you have a colleague or employee who helps you out? Send them a quick email and tell them specifically what they have done that you are thankful for.
- Hug your spouse: The next time your spouse is headed out to work, or doing the dishes, go over to them and tell them how thankful you are for what they are doing for the family. Specifically tell them why their actions make your world a better place.
- Praise your child: Tell your kids how important they are to you, and thank them for being a wonderful person. Tell them specifically things they are doing that make you proud and thankful for them.
- Thank a stranger: Most of us are pretty good about saying thank you when someone opens a door and checks us out at the grocery store, but do we ever go beyond that? Take a moment to thank a veteran or police officer for their service, or thank a local official for serving our community.
- Write a thank you note: Writing a thank you note is a bit of a lost art. Taking time to write a quick note when you receive a gift or help from someone really shows that what they did for you was worth you taking time out to properly thank them.
Family Financial Traditions
By: Laura Meier, Esq.
With the holidays right around the corner, many of us are looking forward to celebrating our favorite family traditions. But have you ever thought about having family “financial” traditions? Most of our initial exposure to money management comes from our family upbringing. For parents who model good money management, they are passing on family traditions that go well-beyond Christmas morning pancakes.
Don’t Just Give Your Kid an iPhone or Car
The greatest motivator there is for a teenager is freedom and their path to that freedom is first an iphone, and then a car. When we just buy our kids an iphone or car, rather than supporting them to learn to earn money to pay for these things, we overlook one of the greatest opportunities we have for helping our kids to become self-sufficient.
If you have an extra phone or car available for your child, consider requiring them to pay for the monthly data bill, or for the car’s gas and insurance. By requiring our kids to contribute, we prepare them for a life of independence, which is a far better gift than any material item.
Play the Stock Market
Introducing children to the stock market is not a far-fetched idea. There is plenty of information available that can be understood by kids. First off, children are very aware of products -- toys and games like the CashFlow Board Game, for example. They can be introduced to the fact that the companies that make these toys are owned by people like their parents, who hold shares of stock. From there, they can be shown the daily stock prices and how they change. As they grow older, your children can begin making small stock purchases and become comfortable with investing.
Click here to finish article
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 Dominic Riccabona and Northwestern Mutual, United Cerebral Palsy Orange County, Blind Children's Learning Center, K&L Gates Law Firm, and Misty Weltzien and Pacific Advisors, for hosting our recent estate planning workshops!
Thank you also to Dominic Riccabona, Jennifer Owens, David Kuzmiak, Sheila Ashrafi, Chris Ivey, Don Saulic, Brian Alcaraz, Lupe Ruiz, Louise Duckworth, and Dave Wagner for your referrals.