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More Than Just Money

How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money

After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.

Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable? 

At The Law Office of Daniel R. Weiner we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience. 

You Could Make a Recording, But Who Has Time? 

Some people have the intention of recording a message for their loved ones and future generations.  But so few people ever get round to doing it. We just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.

We realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday. That’s why at The Law Office of Daniel R. Weiner we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are and what’s important to you. 

We Help You Capture These Precious Moments

For more information about how we help you pass on your most valuable assets – your values, insights, stories and experience – to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.

No Time For Mistakes

Learn the 6 Common Mistakes People Make When Hiring an Attorney

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Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!

If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens. 

At The Law Office of Daniel R. Weiner one of our areas of greatest expertise is in planning for the well-being and care of the children you love.

Without advance legal planning for the care of your children, if the unthinkable happens to you, here’s what could happen:

  • Your children could be placed into the care of Child Protective Services (yes, even if you have a will in place and even if you have a living trust) and, yes, it would very likely only be temporary, but trust us, you never want your children in the arms of strangers.  Not even for a minute.
  • Your children could be put into the custody and care of someone you would never want, like that one family member who has good intentions, but you’d never want raising your kids.
  • A judge who doesn’t know you, or your family, will decide who will raise your kids, even if it’s the last person you would ever want;
  • Your family could get into a long, drawn out custody fight or there could be a challenge to the guardians you have designated;
  • Up to 5% of the value of your assets could be lost to court costs and other unnecessary fees through the probate process, a court process that can tie up your assets for years and deprive your kids of the resources they need to live comfortably, which can totally be avoided with advance legal planning;
  • When your kids turn 18, they get a check for whatever assets are left;
  • There are unscrupulous people out there who make it their business to look at the public records to find out when 18 year olds are getting that inheritance check;
  • The vast majority of estate planning attorneys do not address these issues, and do not plan from a parent’s perspective.

Yes, these things scare us too. That’s why we offer a Kids Protection Plan with every estate plan we do for families with young children

What is a Kids Protection Plan®?

A Kids Protection Plan® is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.

If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don’t have clear instructions from you.  And your Kids Protection Plan® will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn’t know you.

To get started with your Kids Protection Plan®, contact us.
 
 
 

 

 

 

Get In touch

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(949) 409-1398

Dan@drw-law.com

1968 S. Coast Hwy #2309,

Laguna Beach CA 92651