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Blog Posts in Estate Planning

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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 ...

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  • Estate Planning: Recent Engagements During COVID-19
    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
    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
    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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  • Conservatorships Defined
    Conservatorships Defined

    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 care needed, the court ...

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  • 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 ...

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