Estate Planning, Probate, & Private Wealth

Going on Vacation? Do Not Leave Home Without Estate Planning.

School is out for the summer and many families are packing for a trip to the beach or heading to...

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Potential Changes to Federal Tax Laws Should Not Stall Your Planning

MendenFreiman was an Executive Sponsor at the 11th Annual Balser Symposium which took place on Friday, January 27, 2017, at...

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Window of Opportunity May Soon Be Closing for Discount-Based Estate and Gift Tax Planning Techniques

For several years, the IRS and the Obama Administration have let it be known that they were seeking ways to...

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Estate Planning Awareness Week: Take Stock & Trade Stock (At a Discount)

Here we are again: October 17-21, 2016 is National Estate Planning Awareness Week. As always, we like to take this...

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What Young Americans (and Not So Young Americans) Can Learn from Bowie’s Estate Plan

At first look, the provisions of David Bowie’s (his real name was David Robert Jones) Last Will and Testament seems...

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Estate Planning for Same-Sex Couples After Obergefell v. Hodges

On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a series...

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National my Social Security Week

You may be unaware that July 19th through 25th marks the Social Security Administration’s second National my Social Security Week If you...

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There is Still Time to do 2014 Tax Planning for Trusts and Estates

While the time for most people to do tax planning for 2014 ended on December 31, 2014, most trusts and...

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Family Matters: Take Time to Discuss Them This Holiday Season

As the holidays approach, many families look forward to the opportunity for multiple generations to come together to share a...

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