Estate Planning Attorneys serving Brea
The Orange County, California, law firm of MORTENSEN & REINHEIMER, PC focuses on estate planning for individuals and families. Our experienced lawyers can help Brea residents with:
- Wills
- Trusts
- Probate concerns
- California Family Asset Preservation laws
We are well-qualified, experienced, and proficient California estate planning attorneys that will assist you in minimizing taxation on your estate. We meet with each of our clients on a personal basis in order to fully understand your goals, financial situation, and family. We then help to protect your hard-earned assets and ensure your loved ones are provided for according to your wishes.
Who Needs Estate Planning?
MORTENSEN & REINHEIMER, PC works with our clients in Brea to prepare a will, as part of an estate plan that is specifically designed for your particular circumstances (e.g., your family, your business, your property and your wishes). Whether you are single, married, or in a domestic partnership, you need at least the basic estate planning instruments: a trust, will, and powers of attorney for finances and health care.
Our basic estate plans include:
- Revocable Living Trust,
- Pour-Over Will,
- Power of Attorney for Financial Matters,
- Power of Attorney for Health Care (Advance Health Care Directive),
- Certificate of Trust, Community/Separate Property Agreement (If Married), and
- Real property deed to fund your trust.
What if my situation is more complicated?
If you have a net worth over $2,000,000 and you are single or if you are married with a combined total net worth higher than $4,000,000, we can provide you with essential advanced estate planning services. As your life changes through marriage or divorce, having children or retiring, we will ensure your plan remains suited to your life events, accomplishments and goals.
MORTENSEN & REINHEIMER, PC can help determine your potential tax exposure, then identify specific wealth preservation strategies and the appropriate estate planning tools that can reduce or eliminate your estate tax liability. These might include:
How do I get started?
MORTENSEN & REINHEIMER, PC offers a complete range of estate planning services and options to our clients in Brea. To learn more about our estate planning services, living trusts and probate administrating services call MORTENSEN & REINHEIMER, PC at (714) 573-7149, or e-mail us at mailto:info@ocestateplanning.net We will immediately contact you to schedule a free initial estate planning consultation.
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