Estate Planning Attorneys serving Mission Viejo
The Orange County, California, law firm of MORTENSEN & REINHEIMER, PC focuses on estate planning for individuals and families. Our experienced lawyers can help Mission Viejo 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.
Why do I need estate planning?
Estate planning allows people to provide direction about the disposition of their assets after their death. Our mission is to ensure that your estate plan reflects your desires and preserves your wealth. Our attorneys work with clients to design an effective estate plan to accomplish each client’s specific goals. We believe that the most important estate planning objectives are protecting what you have earned and planning to provide for your loved ones.
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.
Why should I hire your firm?
MORTENSEN & REINHEIMER, PC 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.
How do I get started?
MORTENSEN & REINHEIMER, PC offers a complete range of estate planning services and options to our clients in Mission Viejo. 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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