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:
- 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
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.