Attorney

Joshua Meier

Name: Vikk Ai
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Price range: $$

Co-Owner, Meier Law Firm | Estate Planning, Trust Administration, Probate, and Tax Strategy Attorney | Certified Tax Coach | Helping 3,000+ California families plan for every stage of life and every life event

Newport Beach, California

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About Joshua Meier

Every stage of your family's life has a money and a tax decision hiding inside it. Buying a home. A child turning 18. Selling a property or a business. Helping a parent. Administering a trust after a loss. Handled early and well, those moments get far easier on your family. That is the whole reason we built our firm the way we did. I co-own Meier Law Firm in Newport Beach with my wife, Laura, who founded it in 2010. Together, we've helped more than 3,000 California families plan for every stage of life and every life event. I'm also a Certified Tax Coach (CTC) through the American Institute of Certified Tax Planners, so I design estate plans with the tax decisions built into the plan from the start: estate and gift, income, capital gains, and California property taxes, including the Prop 13 and Prop 19 decisions that determine whether your children keep the family home's tax base. I work alongside your CPA and financial advisors so the legal structure, the tax picture, and the financial plan point in the same direction. THE MEIER LAW FIRM DIFFERENCE Many firms bill by the hour and treat estate planning as a one-time transaction. We don't. We build a custom plan for a clear, flat fee, then stay your family's attorneys for the long run. What our planning includes: • A clear, flat fee, known before anything begins • A custom plan built around your family and goals • Trust funding, so your plan actually works when it is needed • Our Kids Emergency Plan for families with minor children • A Legacy Interview to pass on values, not just assets • Calls and emails answered without the meter running • We reach out at least every three years to review your plan with you • A lifelong relationship with a firm that knows your family Our firm is built to be your family's attorneys for every stage of life and every life event. The plan we sign today is the starting point. When your child turns 18 and needs powers of attorney before college, when you sell a business or property, when a parent needs help, or when a spouse passes and a trust needs administering, you call the same firm that already knows your family. Areas of focus: estate planning, trusts, trust administration, probate, tax strategy, and wealth transfer for California families. Licensed in California since 2006. Schedule an Initial Planning Session at meierfirm.com/schedule/ or call (949) 718-0420.

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Newport Beach, California

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