Estate Planning, Probate, & Private Wealth

Another Month, Another Round Of Tax Proposals

Last month, we outlined some of the potential tax law changes circulating Washington D.C. after the recent shift of power in the...

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How Safe is Your IRA?

Most people think of their IRA as a “nest egg” that is protected until it is withdrawn in retirement and...

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Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing...

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Charitable Giving Provisions of the CARES Act

We have previously discussed the Paycheck Protection Program, and plenty of other commentary has focused on the 2020 Recovery Rebates for individuals, both...

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IRS Extends More Tax Deadlines to Cover Individuals, Trusts, Estates, Corporations, and Others

To help taxpayers, the Department of Treasury and the IRS announced in Notice 2020-23 the extension of additional key tax...

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Estate Planning During COVID-19

At MendenFreiman, the health and safety of our clients and staff are our most important priority. We also want you...

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The SECURE Act: What It Means for Your Estate Plan

If 2017 was the year of significant tax reform, 2019 will go down as the year of considerable retirement reform....

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What is a Spouse Entitled to Inherit?

Spouses have a vested interest in leaving as much financial security as possible for the other spouse once they are...

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Planning Your Summer Vacation? 5 Things to Consider Now

In many states, winter is beginning to thaw, and flowers are beginning to bloom. This can only mean one thing:...

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