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Blog Posts in Estate Planning

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  • How California's new
    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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  • 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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