Estate Planning Lawyers for Foothill Ranch residents
The Orange County, California, law firm of MORTENSEN & REINHEIMER, PC focuses on estate planning for individuals and families. Our experienced lawyers can help Foothill Ranch 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.
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 We Help with Asset Protection:
Another important aspect of estate planning includes asset protection strategies. Depending on your need, protecting your assets can include:
- Premarital and post-nuptial agreements
- Reducing estate taxes and avoiding probate
- Creating a charitable foundation or charitable remainder trust
- Conservatorship avoidance
- Family limited partnerships and limited liability companies
- Insurance trusts
- Long term health care insurance
How We Help with Business Planning:
As part of our estate planning services, MORTENSEN & REINHEIMER, PC also advises clients on the proper formation of family partnerships and LLCs for the transfer of personal assets to reduce or avoid federal estate tax liability. For entrepreneurs and new business owners, our attorneys will advise you on the proper business entity to fit your capital structure, risk tolerance, and management philosophy.
How We Help with Probate Administration:
Probate is a legal process administered through California probate courts that oversees the validity of a will and the distribution of an individual’s estate upon death. The probate process can be long and complicated, extending and compounding the pain of a difficult time. If a family member who owns property in Orange County has recently died, our experienced attorneys are qualified to handle the legal matters of probate on your behalf, giving you time to focus on taking care of your family during its time of loss.
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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