Blog Posts in 2016

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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