Estate Planning Lawyers for the Los Alamitos residents
Welcome to MORTENSEN & REINHEIMER, PC, serving the estate planning, trusts and probate needs of Los Alamitos residents. We believe that estate planning should be aimed at protecting what you have earned and providing for your loved ones. We will work with you through the development and implementation of an estate plan that best suits your family, your business, and your personal wishes. Our firm is known for its dedicated expertise and outstanding personal service.
Our services for individuals and families living in Los Alamitos include:
Basic Estate Planning Package
As skilled estate planning attorneys, we can provide the legal help you need. 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.
Advanced Planning
Beyond these basic services, MORTENSEN & REINHEIMER, PC offers our clients a wide range of estate planning options, including asset protection and business planning.
We keep our clients informed of opportunities to reduce the tax on their estate. For example, many of our clients are pleased to find out that the tax code allows people to set up charitable remainder trusts and set up qualified personal residence trusts to own their personal residence, yet leave it to their children without estate tax. We might also advise clients in certain situations to establish a life insurance trust could be used to pay estate taxes, because the United States tax code does not tax life insurance proceeds as income (i.e., the trust is used to own the life insurance policy and it must be irrevocable to avoid inclusion in the estate).
Asset Protection
Depending on your situation, protecting your assets can include:
- Community/marital property agreements
- Conservatorship avoidance
- Creating a charitable foundation or charitable remainder trust
- Family limited partnerships and limited liability companies
- Insurance trusts
- Long term health care insurance
- Reducing estate taxes and avoiding probate
Business Planning
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, 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.
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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