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10 of the Most Common Estate Planning Mistakes
10 of the Most Common Estate Planning Mistakes

Estate planning can be a complex area of law. At Mortensen & Reinheimer PC, new clients come to our practice on a regular basis with an important concern, even something that alarms them, for their estate planning. These "mistakes" are often of their own making but can also ...

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Recent Posts
  • 10 of the Most Common Estate Planning Mistakes

    Estate planning can be a complex area of law. At Mortensen & Reinheimer PC, new clients come to our practice on a regular basis with an important concern, even something that alarms them, for their ...

    Read More
  • Strategies to Help you Survive Tax Season: Maximizing Your Estate

    April 15th is not only the time to file taxes - it can be a very useful pause to evaluate your income tax planning and incorporate estate planning steps into your taxation strategies. If you have an ...

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  • Pre- and Post-Marital Agreements: Key Considerations

    Pre- and Post-Marital Agreements: Key Considerations With Valentine's Day around the corner, many couples may be thinking of popping the big question. The moment you say "yes" to the big question, you ...

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  • How California's new "Proposition 19″ may impact your Estate Planning

    California's Proposition 19 , billed as "The Property Tax Transfers, Exemptions, and Revenue for Wildfire Agencies and Counties Amendment," takes effect on February 16, 2021. You may not know that ...

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  • "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review

    We are all so eager for 2020 to conclude! However, year-end is a terrific time to review previously completed estate plans or to finish one if the year has run away from you, as it has for so many of ...

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  • Why Have a Trust Protector?

    A mother established a revocable living trust to leave her estate to her two adult children. The mother felt naming one of the children as trustee would cause a rift in their relationship, so she ...

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