Villa Park
Estate Planning Lawyers serving Villa Park
Welcome to Mortensen & Reinheimer, PC, a premier Estate Planning law firm serving residents of Villa Park, California. Our objective is to provide each of our clients with the information and resources they need to protect their assets and take care of their loved ones.
Essentials for an Estate Plan
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. These tools allow you
to achieve a common objective of estate planning, which is to provide
for the passing of one’s property and money to the next generation
with ease and efficiency.
Mortensen & Reinheimer, PC works with our clients in Villa Park to prepare a will, as part of an estate plan that is specifically designed for your specific circumstances (e.g., your family, your business, your property and your wishes). 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), and
- Real property deed to fund your trust.
Estate Planning for High Net Worth Individuals & Families
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 are available to work with you to ensure your plan remains
suited to your life events, accomplishments and goals.
If you have substantial assets, it is important to plan for federal estate taxes (i.e., inheritance tax). Your wills and trusts lawyers at 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. Options include:
- Business planning: For those who own family businesses, it is important to consider business management succession planning, as well as potential formation of family partnerships or limited liability companies to hold assets.
- Charitable giving: Charitable giving can have tremendous tax and estate preservation benefits. Depending on your situation we might recommend a charitable remainder trust, charitable foundation, or other charitable gifting strategy.
- Revocable living trusts: These help to avoid probate and conservatorships, and reduce or eliminate estate or inheritance tax liability.
- Tax Shelter trusts: These work to maximize the value of your federal estate tax exemption. Examples of such trusts include A-B trusts, Q-TIP or Q-DOT trusts, and irrevocable life insurance trusts;
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.netand we will immediately contact you to schedule an initial estate planning consultation.
Client Testimonials
See How We've Helped Our Past ClientsWe 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.
-
“I'm extremely happy with the advice and resultant estate plans provided.”
- Annette F. -
“We couldn't be happier, thanks so much!”
- Kevin B. -
“Do yourself a favor and start here for your trust/Estate needs.”
- Mike M.
Let Us Help With Your Case
-
With 50 years of combined experience, we've handled cases of all types and can confidently help you.
-
We strive for excellence. Our knowledgeable and courteous staff work hard so that you don't have to.
-
We handle each case on a one-on-one basis and explore all possible options with you.