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Newport Beach Law Firm

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How To Make This Labor Day One Your Family Will Always Remember

We hope your Labor Day weekend is off to a great start! It is fun seeing all of the posts from our friends and clients celebrating this last weekend of summer. We don’t usually realize it but some of our best memories come from what I like to call these... Continue reading

Posted Aug 30, 2013 at Newport Beach Trust and Estate Planning Law Firm

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Date night on us!

What will you do with your tax refund? Something Fun? or Something Fundamental? Meier Law Firm will help you do both! Meet with Josh or Laura Meier between now and April 30th for a Free Achieve Your Dreams planning session (a $750 value) and we'll give you a gift card... Continue reading

Posted Apr 10, 2013 at Newport Beach Trust and Estate Planning Law Firm

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Should You Mix Business with Friendship?

Have you considered co-founding a new business with a family member or friend? If so, you’re in good company –Fox Business reporter Susan Shreter reports that about half of today’s startups are co-founded among friends, family members or spouses. Going into business with a friend or family member? It certainly... Continue reading

Posted Mar 19, 2013 at Newport Beach Trust and Estate Planning Law Firm

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Talking Retirement and Estate Planning with Parents in Newport Beach

Adult children and their parents recognize the need to talk about inheritance, eldercare and retirement planning issues, but nearly one in two adult children do not feel like they’ve had sufficient conversations with their parents about these issues … Discussing retirement and elder care planning with aging parents can be... Continue reading

Posted Dec 3, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Newport Beach Families are Giving Gifts: Big, Small …Or Not at All

Everyone is talking about the importance of making big gifts in 2012, but the critical question for many, is how much can you realistically afford to gift without jeopardizing your own financial security? How much can you afford to gift now, with a possible resurgence of the gift tax lurking... Continue reading

Posted Nov 30, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Another Celebrity Will Contested: Lessons for All Families in Newport Beach

One could only imagine what George Jefferson — the wise-cracking character who was “movin’ on up” on the 1970′s TV hit, The Jeffersons — would have said about this predicament. The body of actor Sherman Hemsley, who played George Jefferson, has been kept on ice for the last 3 1/2... Continue reading

Posted Nov 29, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Medicare Won’t Pay Your Claim in Newport Beach? Appeal It!

Medicare processed 906 billion outpatient insurance claims in 2010 - and refused to pay 10 percent of them. But if you're a senior on Medicare with a denied claim, your odds of turning that around are surprisingly good if you appeal. Few things are more frustrating than battling bureaucracy. But... Continue reading

Posted Nov 28, 2012 at Newport Beach Trust and Estate Planning Law Firm

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A Worthy Year for Giving in Newport Beach

As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have been better than expected, experts predict a difficult end-of-year climate for nonprofits. Year’s end... Continue reading

Posted Nov 27, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Trust Solutions for Blended Families in Newport Beach

Numerous studies show a senior widower is much less likely to stay single than his female counterpart… [and that] often leaves the question of how the father can protect the children’s inheritance if there is a second wife in the picture. In that case, a trust may be a man’s... Continue reading

Posted Nov 26, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Is There Such a Thing as Asset Protection in Newport Beach?

“There is no such thing as asset protection,” said Jason Cain, head of the family wealth planning group in the central region for Credit Suisse Private Banking USA. “What there is is good business and estate planning that as a byproduct insulates your assets from future, potential creditors.” Asset protection... Continue reading

Posted Nov 23, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Is There Such a Thing as Asset Protection in Newport Beach?

“There is no such thing as asset protection,” said Jason Cain, head of the family wealth planning group in the central region for Credit Suisse Private Banking USA. “What there is is good business and estate planning that as a byproduct insulates your assets from future, potential creditors.” Asset protection... Continue reading

Posted Nov 23, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Will Time Expire on Portability for Newport Beach Families?

Yes, portability is one of many tax-law provisions scheduled to expire at the end of 2012. But Congress appears likely to extend it beyond this year. Although many estate-tax issues are highly controversial, this one enjoys bipartisan support. You never really hear about it when Congress is in agreement –... Continue reading

Posted Nov 23, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Checking On Your Elders in Newport Beach This Holiday Season

Pay close attention to your aging parents on a holiday visit this year. Does the normally tidy house now seem neglected? Is there hoarding? Do you notice memory problems, confusion or physical unsteadiness? Discovering that a parent's physical or mental health is declining can be heavy on the heart. It... Continue reading

Posted Nov 23, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Choose Wisely with Medicare Part D Plans in Newport Beach

Many Medicare beneficiaries are not aware that the open enrollment period for the Medicare Part D Drug plans is happening right now. You have until December 7th to determine if it is to your benefit to change plans, which could save you money. Have you signed up for Medicare Part... Continue reading

Posted Nov 23, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Have You Made Plans for Your Art in Newport Beach?

…[she] estimated that the premium value of insured art globally was somewhere between $500 million and $1 billion. If those estimates are right, there’s a lot of uninsured art out there. So, what are your favorite and most valuable assets? Aside from your loved ones, you may turn to your... Continue reading

Posted Nov 16, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Helping Your Elderly Divorced Parents in Newport Beach

"As soon as you have an inkling that a divorced parent might need assistance, it definitely requires a family meeting," says Joy Loverde, author of "The Complete Eldercare Planner." "Everyone needs to be there, to open up about any concerns, to start sharing responsibilities. Start talking about it right now;... Continue reading

Posted Nov 15, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Selling Your Business? The Clock is Ticking for Newport Beach Families

Many business owners—mostly founders who could gain a lot from a sale—are looking to close deals before next year, when the maximum tax on investment income is scheduled to rise from 15% currently to at least 23.8% on most capital gains, at least for higher-income households. Many sellers intend to... Continue reading

Posted Nov 14, 2012 at Newport Beach Trust and Estate Planning Law Firm

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If It Walks Like a Partnership in Newport Beach and Quacks Like a Partnership in Newport Beach…

If you have an arrangement that might be viewed as a partnership, the safer course is probably to get a partnership agreement drafted or more likely form an LLC and have an operating agreement drafted. There are quite a few ways of structuring a business entity. But how do you... Continue reading

Posted Nov 13, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Newport Beach Families Should Treat Each Child Uniquely When Planning Their Estate

Every parent with more than one child knows that not all kids are created equal…And when it comes to estate planning, it's time to think hard about what each child needs and what you've done for each one already. It’s never easy to make sure your children are equally supported.... Continue reading

Posted Nov 12, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Spousal Trusts – A Valuable Tool For Newport Beach Families

Couples with assets valued between $20 million and as high as $50 million typically are reluctant to give away $5 million or $10 million, in case they someday need the gifted assets. A spousal lifetime access trust (SLAT), coupled with the purchase by the SLAT of some life insurance, may... Continue reading

Posted Nov 9, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Annual Gift Exclusion Gets a Friendly Bump for Newport Beach Families

Individuals can generally receive up to $13,000 a year as a gift without getting hit by a federal gift tax. In 2013, as a result of cumulative indexing, this amount is projected to increase to $14,000 per person. Sometimes it’s the little things, and in this case the little updates... Continue reading

Posted Nov 8, 2012 at Newport Beach Trust and Estate Planning Law Firm

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To Give or Not To Give (In 2012) – An Important Question for Newport Beach Families

Hurry up and wait - that's what some financial advisers are telling their clients as an uncertain tax environment makes it tough to plan charitable giving in 2012. With 2013 almost upon us and only two short months of 2012 to go, now is the time to act. For some... Continue reading

Posted Nov 7, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Choosing Your State of (Estate Planning) Residence Is Important For Newport Beach Families

Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence. And it’s the laws of that state which will dictate your estate planning. You will need to decide which state would be advantageous... Continue reading

Posted Nov 6, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Time Is Running Out on Tax Planning Options for Newport Beach Families

Much of what is being written on the prospect of the expiration of the Bush-Era tax cuts focuses on its income tax implications. Yet, I believe that there is a greater likelihood that the estate and gift taxation aspects of this looming expiration are both less likely to be continued... Continue reading

Posted Nov 5, 2012 at Newport Beach Trust and Estate Planning Law Firm

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Digital Assets, Digital Estate Planning – What Newport Beach Families Need To Know About Their Passwords

If you inadvertently lock out your executor or the very person who has power of attorney over your finances, you can create a huge hassle for your family just trying to pay your bills. Since we now live in a paperless world, they need something important – your passwords. We... Continue reading

Posted Nov 2, 2012 at Newport Beach Trust and Estate Planning Law Firm

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