Estate Planning attorneys for Capistrano Beach residents:
MORTENSEN & REINHEIMER, PC serves Capistrano Beach 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. As such, we are readily available to answer your questions. Our attorneys meet with you to discuss any changes to your estate plan, especially as tax laws change, and also any new opportunities.
At MORTENSEN & REINHEIMER, PC, 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.
Our services for individuals and families living in Capistrano Beach include:
Wills:
MORTENSEN & REINHEIMER, PC provides a complete range of estate planning services. Our attorneys will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client.
Our basic estate plans include the following items:
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)
Real property deed to fund your trust
Trusts:
You can also implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or control distribution to your beneficiaries. These include:
Married A-B Trusts
Married QTIP Trusts
Special Needs Trusts for Disabled Beneficiaries
The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones.
Probate:
Probate is the court-supervised process of proving a will, appointing an executor, and settling an estate. The probate process is designed to ensure that a persons assets and estate are distributed and transferred in accordance to his/her will upon death, and that the will is valid. It also provides a mechanism for payment of outstanding debts and taxes of the estate. MORTENSEN & REINHEIMER, PC works with our clients to avoid probate, as well as representing clients during court probate proceedings and with any related litigation.
Getting started:
MORTENSEN & REINHEIMER, PC offers a complete range of estate planning services and options to our clients in Capistrano Beach. 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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