Mortensen & Reinheimer, PC

04/13/2026

Should you sell your home before you pass—or leave it to your heirs?
The answer isn’t just about taxes. From capital gains to family dynamics and retirement goals, the right decision depends on your unique situation.

Learn the key factors to consider before making one of the biggest financial decisions for your estate.

Deciding whether to sell your home or leave it to your heirs? Learn how capital gains taxes, step-up in basis, probate, and personal factors can impact your estate planning decision.

03/04/2026

As the April 15 tax deadline approaches, estate planning questions are top of mind.

Are you making the most of the 2026 gift tax exclusions? Should you hold appreciated assets until death? What about IRA distributions or moving to a new state with estate taxes?

Smart planning now could mean significant savings for your heirs later.

Read our latest blog to learn key tax strategies to consider in 2026 — and why acting sooner rather than later may make all the difference.

The April 15th tax deadline always brings taxation to the forefront, and along with it, many questions from our clients about how to structure their estate plan to minimize taxation for their heirs.

02/12/2026

Qualified retirement accounts play a major role in your estate plan—but they’re often misunderstood. Learn how beneficiary designations, tax rules, and the Secure Act can impact your heirs in our latest newsletter.

Understanding how to manage qualified retirement plans is often a misunderstood area of estate planning. To meet your specific goals, it is important to learn about structuring inheritance for these assets and the tax impact upon your heirs.

12/09/2025

As we turn the page on another successful year, Mortensen & Reinheimer, PC would like to extend our best wishes and greetings for a happy holiday season, as well as peace and prosperity in the New Year!