Southern California Estate Planning

Estate planning in Orange County involves much more than simply drafting a will. The primary purpose of an Estate Plan is to help you examine your financial needs and assets in order to pass your wealth on to your heirs efficiently and privately. A good estate plan provides guidance for your loved ones under a variety of circumstances, including those in which you are no longer able to make decisions for yourself. Your estate plan should always include plans for the disposition of all your personal and real property, and any family owned businesses.  

While the traditional “plan” included only a “Last Will and Testament” (and usually a lengthy probate court process), nowadays, many savvy planners will implement a living trust to pass their wealth on to the next generation and avoid any unnecessary court intervention. If you have real property or personal property that exceeds a combined value of $100,000, you need more than a basic will.  You need an estate plan and an estate planning attorney who is dedicated to working with you to develop the most effective plan for you and your family.

Orange County Estate Planning Law Firm
MORTENSEN & REINHEIMER, PC is a Law Firm that 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
• Pourover 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

You can also implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or to even provide for your pet.  The following are trusts that the legal team at MORTENSEN & REINHEIMER, PC can help you prepare:

• Married A-B Trusts
• Married QTIP Trusts
• Special Needs Trusts for Disabled Beneficiaries
• Honorary Trusts for the care of your pet

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. As events and time change your life, we will work with you to restructure your plan to fit your changing needs. A good estate plan is a flexible, “living” document that may dramatically change with important life events, such as having children, divorcing, marrying, or retiring. A good estate planning lawyer will ensure that your estate plan accurately reflects your changing life.

Contact Our Law Firm
Call the estate planning attorneys at MORTENSEN & REINHEIMER, PC today at (714) 573-7149, or send an e-mail to info@ocestateplanning.net, and we will contact you to set up a free initial consultation.