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The SECURE Act: Estate Planning for Inherited IRAs
The SECURE Act: Estate Planning for Inherited IRAs

Have you heard of the Setting Every Community Up for Retirement Enhancement Act of 2019 ("SECURE Act"), passed by Congress in January of this year? You may not know that the SECURE Act could impact your existing estate plan. Here's how: If you have previously named a trust ...

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  • The SECURE Act: Estate Planning for Inherited IRAs

    Have you heard of the Setting Every Community Up for Retirement Enhancement Act of 2019 ("SECURE Act"), passed by Congress in January of this year? You may not know that the SECURE Act could impact ...

    Read More
  • Liability & Title Insurance and Your Living Trust

    We Californians have become more nervous about wildfires over the past few years, not to mention the typical earthquake. If you transfer your home into your living trust (as you should!), be sure to ...

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  • Estate Planning: Recent Engagements During COVID-19

    Since the COVID-19 pandemic hit Orange County, Mortensen & Reinheimer, PC has received numerous requests for assistance. A typical inquiry ... "We communicated about a year ago and I failed to follow ...

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  • 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 uninterested ...

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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 not ...

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