Spring Edition 2017 Newsletter

Laura K. Meier
Creating estate, business, and life plans that ensure a family’s complete protection and well-being.
Trust Funding Class
 
Are you positive all of your assets are properly connected to your trust? Meier Law Firm will be offering a free Trust Funding Class to provide ongoing assistance to our clients and to help assist families in our community with funding their trust. Please call Bonnie Johnson at (949) 718-0420 to sign up. Time, Date, and Location TBA soon.
 
Upcoming Workshops
 

Kids Guardian Workshop

EUSD Parent as Educator Workshops

 

May 23, 2017  |  6:30pm-8pm
OakHills/Ridgeview Elementary School's MPR. 

9233 Twin Schools Road, Granite bay, California

Open to all parents of EUSD.

 

RSVP to Lisa Cataldo at [email protected] or (916)774-1202

 

Kids Guardian Workshop

CSULB Gift Planning and Orange County Regional Council Alumni Night 

 

June 6, 2017  |  6pm-8pm
The Center Club, 650 Town Center Drive, Garden Level, Costa Mesa, CA


Heavy hors d'oeuvres and refreshments served. Open to all CSULB Orange County Area alumni

 

RSVP to Leyla Polk at [email protected] or call (562) 985-5489

 

10 Legal Protections for Children with Special Needs

Camp Nugget
 
June 22, 2017 | 9am-12pm
California State University Long Beach, 1250 Bellflower Blvd, PE 62, Long Beach, CA 90840
 

Register: Call 562-985-5489 or email [email protected] 

 
 
Let's Get Started on Your Planning!
 
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
 
 
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!
 

"Outstanding talent; young, well versed, came out with a first class work product and in creating a trust we avoid the cost and aggravation of probate. I have already recommended them to a friend. And their legal assistant Bonnie Johnson is the best!

—Bill S., 5 Star Yelp Review

 
 
Personal Note From Josh and Laura
 
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Dear Jonathan,
 
Mother’s Day is right around the corner, which means I am looking forward to a very random assortment of breakfast items (or not) served by four smiling and excited kids the moment the sun comes up.  Josh always does a good job of making the day special for me and trying his best to keep the kids in line.  I am lucky to have all of them.
 

I want to congratulate our son Jack, who will be celebrating his First Holy Communion this Saturday.  Jack has the biggest heart, and it's been wonderful to watch him grow in his faith journey. We will be sure to post a picture to our firm Instagram page.

 

Also, a big warm welcome to Jonathan Johnson who will be leading firm operations here at the firm, and intricately involved in client care. Jonathan will also be expanding our elder law services and financial services.  We hope you have a chance to stop by the office and meet him next time you're near Fashion Island. You can read about him here.

 

All the best,

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Weekly Quick-Step For the Prosperous Family
 
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Quick-Step:  9 Tips For Teaching Kids Responsibility

 

What It Is:  Things that parents can do while their kids are young to ensure they will grow up to become responsible adults.

 

Why we need thisYour best friend has a teenager who scrapes ice off the car windshield without being asked. Your cousin has a one-year-old that puts her bottle in the sink when she finishes the milk, no reminders needed. Where did all of these wonder children come from?

 

"Ingraining responsibility in children is not a trick, but is simply teaching them life skills," says Karen Ruskin , Psy.D., author of "The 9 Key Techniques for Raising Respectful Children Who Make Responsible Choices." "Kids who do not have responsibilities feel entitled and think the world will always do for them."

 

And responsibility isn't just completing a task. "It's also about an attitude, the idea of taking action and being proud of doing it, not just always having your mom and dad do it for you," says Alex Barzvi , Ph.D., co-host of the talk show "About Our Kids" on Sirius Doctor Radio.

 

Raising helpful, good kids who know how to make a sandwich is not a fantasy! We asked our experts for easy ways to incorporate responsibility into your child's life.

 

Estimated time: Daily

 

How to do it:  

 

Start Young

You can't suddenly spring responsibility on a teenager and expect he will know how to follow through. Imagine your high school daughter calling you at work with the complaint: "Mom I'm hungry. When are you coming home?" You say: Make a sandwich! She replies: "I'll just wait for you." Handing out responsibility to kids needs to start early. Think: toddler.

 

Let Them Help You
Don't grumble and mope when it's time to do housework. Smile and invite your son to help (even if he makes the job take longer). It's team work, precious time with your child and a lesson that will one day send him off into the world with the ability to sort lights and darks!

 

"When your child is invited to participate, he feels valued," says Dr. Ruskin. "He will take these good feelings and learn to take ownership of his home and feel pride in maintaining it."

 

Show Kids the Way
Play to a child's skill level, suggest both experts. First, you can demonstrate how to complete small tasks. If your son wants a snack, show him where the apples are and how to wash one off. Does your daughter always throw her dirty clothes on the floor? Place a hamper in her room and show her where the day-old jeans belong.

Make responsibilities age-appropriate and even use the word "responsibility," says Dr. Barzvi, when informing your son about the tasks you expect him to complete on his own. It sounds grown-up and important!

 

Model Responsibility

 

Click here to finish article.

 

Source: Alonna Friedman is a freelance writer and mother of two. She lives in the New York City suburbs and writes for national magazines.

 
Featured Article
 

How You Hold Title To Your Home Really Matters!

By Laura Meier, Esq.

 
watch video
 
You probably remember being asked how you want to take title to your home when you were finalizing the escrow process. Making sure you properly hold title to your home is critical to preserving favorable tax treatment and avoiding a long and expensive court-process when you pass away.

 

Here are the options for taking title to your home, and the pros and cons for each option:

 

Sole Ownership. This means only you would own the home and be on title, so that won’t work if you want to make sure the home automatically passes to someone else upon your death.

 

Tenants in Common. This means you and another person would each own one-half of the home, and either of you could give your half away to someone else without the others permission. Plus, if one of you passes away, the other person would have to go through a long and expensive court process known as probate to get rights to the other half of the home.

 

Joint Tenancy. This means you and another person would each own one-half of the home, and if one of you passes away, the other person automatically has all rights to the home. The downside is that owning the home this way can trigger negative tax consequences following a death, plus the home still ends up in probate after the survivor of you passes away.

 

Read More Here 

Spotlight
 
Meier Law Firm will email you a free copy of your California property deed. Call our friendly Client Services Director, Bonnie Johnson, at (949) 718-0420 to request your free copy. Offer is open to the community and ends June 1, 2017.
 
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 Child's World Preschool and Signature Resources for hosting our estate planning workshops.  

 

Thank you to NBC News Radio and ESPN Radio for having Laura Meier on your shows to discuss legal protections for children with special needs.

 

Thank you to Marci Miller, Dominic Riccabona, Gil Hess and Amir Boghadady, John Florian, Shawn and Kelli Jack, Chris Whalen, and Bill and Karen Sutton for your referrals.