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Estate Planning Lawyers serving Sunset Beach

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 Sunset Beach 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.

Who Needs Estate Planning?
Mortensen & Reinheimer, PC works with our clients in Sunset Beach to prepare a will, as part of an estate plan that is specifically designed for your particular circumstances (e.g., your family, your business, your property and your wishes). 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.

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.

Advanced Estate Planning
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.

You also should plan for federal estate taxes (i.e., inheritance tax). Your wills and trusts lawyers atMortensen & 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:

As lawyers serving Sunset Beach individuals and families, Mortensen & Reinheimer, PC offers a complete range of estate planning services and options. 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.net and we will immediately contact you to schedule an initial estate planning consultation.

Client Testimonials

See how we've helped our past clients.
  • “Tamsen is an extremely thorough, proficient and creative attorney.”

    Tina M.

  • “I'm extremely happy with the advice and resultant estate plans provided.”

    Annette F.

  • “Noah is so knowledgeable, informative and very caring.”

    Roxanne B.

  • “I was happy with her research, in fact my meetings were a point of learning.”

    Dorothy C.

  • “Noah was great!”

    Dellia & Michael

  • “I would recommend her highly!!”

    James C.

  • “Mr. Herbold was extremely honest with information and probable outcome.”

    L.C.

  • “Tamsen is nothing short of amazing.”

    Regina S.

  • “Ms. Reinheimer's excellence in these areas is clearly apparent.”

    Susan B.

  • “I want to thank you both very much for all that you did.”

    Tony L.

  • “Their costs are amazingly reasonable.”

    Anne M.

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

    Teresa Y.

Why Work With Mortensen & Reinheimer, PC?

  • 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.

Let us help with your case.

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