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Blog Posts in Estate Planning

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  • 5 Things You Must Know About Estate Planning at Any Age
    5 Things You Must Know About Estate Planning at Any Age

    Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021? Women Investing in Security and Education (WISE) will ...

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  • The Importance of Funding a Trust
    The Importance of Funding a Trust

    Scenario: Your widowed father, who was always a do-it-yourselfer, met with his attorney and prepared an estate plan. Wanting to save a bit in legal fees, he planned on handling all the paperwork in ...

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  • Estate Planning for Blended Families
    Estate Planning for Blended Families

    There are a multitude of issues to iron-out when families blend together, such as shared living space, sleeping arrangements, transportation, after-school care, visits with ex-spouses, college funding ...

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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 ...

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