Law Blog

When a Professional Fiduciary is Advisable and Why

Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an ...
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The Importance of Funding a Trust

While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can ...
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Premarital Agreements - Before and After

Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...
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Trust Litigation and When It Is Necessary

After the passing of a loved one, the issue inevitably arises of how to dispose of the decedent's property. The foresight to provide a written revocable trust is of great help, but even this does ...
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The Basics of Trust Administration

Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the ...
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Conservatorships Defined.

What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...
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Financial Planning for your Estate Plan

You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan. You’ve documented your wishes on what to do with your assets, who they will go to, and when ...
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It's Wedding Season: Looking Beyond the Honeymoon...

It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and ...
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What's New at Mortensen & Reinheimer, PC

What’s New at Mortensen & Reinheimer, PC May 2016 Updates At Mortensen & Reinheimer, PC we know that some of the most important objectives in a lifetime are protecting what you have ...
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Estate Planning Mistakes to Avoid

Avoiding the Trap of Wealth to Poverty Let’s talk about your estate plan. First, do you have one? Second, if you have planning documents in place, have you reviewed them lately? If you’ve ...
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New Year, New Goals for Estate Planning

Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s ...
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'Wrap' up Your Affairs: The Year-End Estate Plan Checklist

Congratulations! You’ve made it through the year and you took our advice of planning for your family. You have a trust and will in place, and up-to-date powers of attorney in your estate plan. ...
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Estate Planning for the future of a Blended Family

The holiday season is upon us and with Thanksgiving right around the corner, family is in the forefront of your mind. It’s a time for food, fun and animated conversations around the dinner table ...
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The SCARY Facts About Probate

Much of the population do not know that the probate process can make handling a loved one’s estate even more stressful and time consuming, not to mention the high cost of the process. There are ...
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Back to School: Understanding Basics of Estate Planning for Minor Children

Summer has flown by and children across the country have returned to school! It’s a time when parents of younger children are rejoicing about the return to routine, while others, perhaps with ...
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Undue Influence: Critical Indicators and why you need a Conservator

Anyone can be at risk, but elder adults or ill individuals are especially endangered as they become more reliant upon the physical and emotional support of others. An influencer observes an ...
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March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.

Personal taxes are due next month, causing some families to be in a state of ‘March Madness.’ If you have an estate plan, it’s important to consult with a financial planner ...
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Estate Planning is the ULTIMATE Expression of Love!

Show your Family How Much you Care by Giving them Peace-of-Mind. The most thoughtful thing you can do for your family, is plan for when you are no longer here. Many people may think that they ...
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New Year Business Checklist! Set the Stage for Success in 2015.

Set the Stage for Business SUCCESS in 2015! The New Year is here and you have survived the first full business week of 2015. Whether you are an established business owner, or just getting started, ...
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You're NOT too young to plan NOW for long-term care.

You're NOT too young to plan NOW for long-term care. November is Long-Term Care Awareness Month. This means that it is time to learn more about the potential risks and costs … and most ...
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Is Your House in Order? Seven things to do before things fall apart.

The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who ...
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What "The Brady Bunch" Didn't Talk About

What "The Brady Bunch" Didn't Talk About The iconic television series, The Brady Bunch, first aired in the late 60's, early 70's and revolved around a large "blended" ...
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Estate Planning FAQ

Estate planning can be useful for individuals seeking to have their assets prepared in the circumstance of death or if they are unable to take care of themselves. It may help to ensure your loved ones ...
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Probate FAQ

Q: Does an estate always have to be probated? Q: What are probate assets? Q: How does a probate begin? Q: What is an executor? Q: How is a probate petition approved? Q: How long does probate take? Q: ...
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Important Information about Guardianships

Two recent, highly publicized court proceedings have set the stage for an important conversation on guardianships. The murder case surrounding April Jace, and the legal battle regarding visitation ...
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