Estate Planning Attorneys serving Cypress

The Orange County, California, law firm of Mortensen & Reinheimer, PC focuses on estate planning for individuals and families. Our experienced lawyers can help Cypress residents with:

• Wills
• Trusts
• Probate concerns
• California Family Asset Preservation laws

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.

Mortensen & Reinheimer, PC is dedicated to providing each of our Cypress 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.

Why is estate planning important?
Estate planning allows people to provide direction about the disposition of their assets after their death. Our mission is to ensure that your estate plan reflects your desires and preserves your wealth. Our attorneys work with clients to design an effective estate plan to accomplish each client’s specific goals. We believe that the most important estate planning objectives are protecting what you have earned and planning to provide for your loved ones.

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 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:

• A-B trusts
• Charitable remainder trust
• Family limited partnerships or limited liability companies to hold assets, for those who own family businesses
• Irrevocable life insurance trusts
• Q-TIP or Q-DOT trusts
• Revocable living trusts

How do I get started?
Mortensen & Reinheimer, PC offers a complete range of estate planning services and options to our clients in Cypress. 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:info@ocestateplanning.net We will immediately contact you to schedule an initial estate planning consultation.