Mortensen & Reinheimer, PC Mortensen & Reinheimer, PC
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Orange

Estate Planning Lawyers for the city of Orange residents

The attorneys of Mortensen & Reinheimer, PC provide a complete range of estate planning services and options to clients in the city of Orange. We will work with you through the development and implementation of an estate plan that best suits your family and your personal wishes. Our firm is known for its dedicated expertise and outstanding personal service.

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.

Beyond these basic services, Mortensen & Reinheimer, PC offers our clients a wide range of estate planning options, including asset protection.

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
  • Durable powers of attorney for health care and for asset management
  • Family limited partnerships and limited liability companies
  • Insurance trusts
  • Long term health care insurance
  • Premarital and post-nuptial agreements
  • Reducing estate taxes and avoiding probate
  • Wills

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 an initial estate planning consultation.

Client Testimonials

See How We've Helped Our Past Clients

We are in the business of helping families just like yours plan for the future in the most sensible and beneficial ways possible, and we are proud to have been successful in that effort. Read the testimonials of our previous clients to understand what it's like to work with our Orange County estate planning attorneys.

  • “Their costs are amazingly reasonable.”

    - Anne M.

  • “Tamsen is nothing short of amazing.”

    - Regina S.

  • “A very professional service in an easy to understand approach”

    - Teresa Y.

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