Estate Planning Attorneys serving Costa Mesa
The Orange County, California, law firm of MORTENSEN & REINHEIMER, PC focuses on estate planning for individuals and families. Our experienced lawyers can help Costa Mesa 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 offers a complete range of estate planning services and options to our clients in Costa Mesa. 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.
|
