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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, ...

      Read More
    • 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 come to ...

      Read More
    • Bring Your Own Device (BYOD): How it puts your Business at Risk!

      With technology changing at the speed of light, businesses are forced to stay current with applications, systems and devices that are fast & functional. Clients demand 24-hour access, forcing business ...

      Read More
    • 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
    • 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 ...

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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 time to ...

      Read More
    • 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
    • '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. The ...

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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 ...

      Read More
    • 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 keep your ...

      Read More
    • 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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    • 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. ...

      Read More
    • 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

      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
    • 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
    • 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" family. The simple definition of ...

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    • Child Custody: Parenting Plans

      If you and your spouse are divorcing and you have a child together then child custody is going to be an important factor in your case. For many families this can be a drawn out battle. Many couples ...

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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 ...

      Read More
    • 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. ...

      Read More
    • 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
    • Government, Healthcare & Business Basics

      The weather has changed swiftly, and unless you’ve been hibernating, it has been hard to ignore the ”storm” taking place in our Government these days. Between the government shutdown and the new ...

      Read More
    • September 16, 2013 - What this Date Means for Same-Sex Marriages

      On August 29th, the Department of Treasury and the IRS ruled that same-sex couples that have been legally married, will be treated as married for federal tax purposes, where marriage is a factor. This ...

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    • Estate & Income Tax Planning After the D.O.M.A. Ruling

      Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

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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 time to ...

      Read More
    • 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 children ...

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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 come to ...

      Read More
    • 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 come to ...

      Read More
    • Estate Planning Checklist for the New Year

      Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

      Read More
    • Government, Healthcare & Business Basics

      The weather has changed swiftly, and unless you’ve been hibernating, it has been hard to ignore the ”storm” taking place in our Government these days. Between the government shutdown and the new ...

      Read More
    • Bring Your Own Device (BYOD): How it puts your Business at Risk!

      With technology changing at the speed of light, businesses are forced to stay current with applications, systems and devices that are fast & functional. Clients demand 24-hour access, forcing business ...

      Read More
    • 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
    • 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 importantly, ...

      Read More
    • Estate Planning Checklist for the New Year

      Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

      Read More
    • 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, ...

      Read More
    • 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 come to ...

      Read More
    • Bring Your Own Device (BYOD): How it puts your Business at Risk!

      With technology changing at the speed of light, businesses are forced to stay current with applications, systems and devices that are fast & functional. Clients demand 24-hour access, forcing business ...

      Read More
    • 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
    • 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 throughout the year (not ...

      Read More
    • 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, ...

      Read More
    • 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 keep your ...

      Read More
    • 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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    • 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 ...

      Read More
    • 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… 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