Estate Planning Attorneys serving Buena Park
Welcome to the law firm of MORTENSEN & REINHEIMER, PC, which focuses on estate planning for individuals and families. Our experienced lawyers can help Buena Park 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.
What does estate planning involve?
Estate planning allows people to provide direction about the disposition of their assets after their death. Estate planning can include wills and trusts, as well as powers of attorney and health care directives.
Both state and federal laws impact estate planning, and some may find that more elaborate or creative legal means are necessary for their situation. Some of these more complex techniques include trusts, family limited partnerships (FLPs) and limited liability companies (LLCs). The attorneys at MORTENSEN & REINHEIMER, PC also prepare special needs trusts for disabled beneficiaries, honorary trusts for the care of your pet, premarital agreements, and other important planning documents.
Estate tax and other estate-related issues such as the Federal Estate Tax exemption are hot legislative items, with new laws under consideration on a regular basis. So, it’s important to hire a competent and experienced estate planning lawyer who will understand your unique estate planning goals and keep your estate plan up-to-date with the latest laws.
What do I need to do at a minimum for my estate plan?
If your combined personal and real property exceeds $100,000 in value, you may want to consider implementing something more than a basic will. This can help to ensure effective the conservation and transfer of your finances and property in a tax-efficient manner. Our basic estate planning services 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.
How do I get started?
MORTENSEN & REINHEIMER, PC serves individuals and families with their estate planning, trusts and probate needs. Our firm is dedicated to providing each of our clients with a high level of personal attention in the preparation of their estate plan. we typically build long-term relationships with our clients. We utilize a combination of tools to document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones. Our primary aim is to ensure that your estate plan accurately reflects your desires and also safeguards your wealth.
To learn more about our estate plans, living trusts and probate services call MORTENSEN & REINHEIMER, PC at (714) 573-7149, or e-mail us at info@ocestateplanning.net. We will immediately contact you to set up a free initial consultation.
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