Estate Planning Attorneys serving Riverside
The law firm of
Mortensen & Reinheimer, PC focuses on estate planning for individuals and families. Our experienced
lawyers can help
Riverside residents with:
- Probate concerns
- California Family Asset Preservation laws
How do I select an estate planning lawyer?
Mortensen & Reinheimer, PC is dedicated to providing each of our
Riverside 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.
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.
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
- 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.
What else could I possibly need?
If you have a net worth over $2,000,000 and you are single or if you are
married with a combined total net worth higher than $4,000,000, 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.
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 might include:
How do I get started?
Mortensen & Reinheimer, PC offers a complete range of
estate planning services and options to our clients in
Riverside. 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 atmailto:firstname.lastname@example.org We will immediately contact you to schedule an initial estate planning