Mortensen & Reinheimer, PC -- serving San Bernardino
Residents of San Bernardino will be pleased to learn of the capabilities of Mortensen & Reinheimer, PC. We serve the estate planning, trusts and probate needs of individuals and families of virtually all income levels. We believe that the most important estate planning objectives are protecting what you have earned, and planning to provide for your loved ones. Our firm’s goal is to ensure that your estate plan accurately reflects your desires and 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 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.
What is the difference between a will and Power of Attorney for healthcare?
A living will sets out directives concerning end of life decisions. A durable power of attorney provides all medical decision-making authority to an appointed individual upon incapacity, including end of life decisions. Some people have both a living will and a health care power of attorney. Some, who wish to give complete discretion to a loved one, including end of life decision, have only a health care power of attorney.
What is a living trust?
A revocable living trust is often seen as a preferable alternative to the basic will. Some advantages of a living trust include privacy, reduced probate costs and specifically defined management of your assets. A living trust allows all or some of your assets to be administered by someone you know and trust, without court involvement and without public access.
What is probate?
Probate is the legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property under the valid will. A surrogate court decides the validity of a testator's will. A probate interprets the instructions of the deceased, decides the executor as the personal representative of the estate, and adjudicates the interests of heirs and other parties who may have claims against the estate.
As experienced estate planning attorneys, Mortensen & Reinheimer, PC knows how important it is to you that your final wishes be carried out as you desire. This is why it is essential that you seek qualified legal assistance for your probate administration needs. If your combined personal and real property exceeds $100,000 in value, you need more than a basic will; you need estate planning that ensures your finances and property are administered in accordance with your wishes.
At Mortensen & Reinheimer, PC, we know that building an estate plan is not simply a one-time transaction. Rather, it is long-term relationship with each of our clients, and their personal investment in the security and well-being of their families. When it is time for you to plan your estate, we hope that you select an estate planning lawyer that you can respect and trust.
To learn more about our estate planning services, living trusts and probate administrating services callMortensen & Reinheimer, PC at
(714) 573-7149, or e-mail us at
mailto:firstname.lastname@example.org we will immediately contact you to schedule
an initial estate planning consultation.