Estate Planning Lawyers for Orange Park Acres Homeowners
MORTENSEN & REINHEIMER, PC works with our clients in Orange Park Acres to prepare a will, as part of an estate plan that is specifically designed for your needs (e.g., your family, your business, your property and your wishes).
Essential Estate Planning
Whether you are single, married, or in a domestic partnership, you need at least the basic estate planning instruments: a trust, will, and powers of attorney for finances and health care. In the event of your incapacity, the powers of attorney will allow your designated agent to make important financial and medical decisions on your behalf. Our basic estate plans 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)
- Real property deed to fund your trust
Advanced Planning
Do you have a net worth over $2,000,000 (single) or $4,000,000 (married)? If so, we can provide you with essential advanced estate planning services. As your life changes through marriage or divorce, having children or retiring, we will ensure your plan remains suited to your life events, accomplishments and goals.
Another goal of estate planning for those individuals and families with substantial assets is to plan for federal estate taxes (i.e., inheritance tax). MORTENSEN & REINHEIMER, PC can help determine your potential tax exposure, then identify specific wealth preservation strategies and the appropriate estate planning tools that can reduce or eliminate your estate tax liability. These could include:
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.
We are available to serve Orange Park Acres individuals and families. MORTENSEN & REINHEIMER, PC offers a complete range of estate planning services and options. 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 and we will immediately contact you to schedule a free initial estate planning consultation.
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