Call Today 714.384.6053
Prepare for Tomorrow. Let Our Experience Work for You Today.

Blog Posts in 2016

All Posts
  • The Basics of Trust Administration
    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 ...

    Read More
  • Conservatorships Defined.
    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 ...

    Read More
  • Financial Planning for your Estate Plan
    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 they ...

    Read More
  • It's Wedding Season: Looking Beyond the Honeymoon...
    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 which ...

    Read More
  • What's New at Mortensen & Reinheimer, PC
    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 earned, and ...

    Read More
  • Estate Planning Mistakes to Avoid
    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 answered ...

    Read More