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Category Archives: Estate Planning

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

By MendenFreiman LLP |

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Nevertheless, according to a 2019 survey carried out by Caring.com, 57 percent of adults in the United States… Read More »

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What is a Spouse Entitled to Inherit?

By MendenFreiman LLP |

Spouses have a vested interest in leaving as much financial security as possible for the other spouse once they are gone. Estate planning is the best way to accomplish this but not everyone creates an estate plan. The state has an interest in ensuring the surviving spouse receives a sufficient portion of the deceased’s… Read More »

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When is it Time to Update Your Estate Plan?

By MendenFreiman LLP |

Estate plans — when structured properly — can help you accomplish many things. They allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. If carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your… Read More »

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Are You a Small Business Owner? What Would Happen to Your Business if You Could No Longer Be There?

By MendenFreiman LLP |

Preparing for your possible incapacity or death is vital to the survival of your small business. Without proper planning, your business could be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning, including creating business succession and estate plans, is key. Following are some helpful tips on… Read More »

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Three Legal Things to Do After a Scary Health Diagnosis

By MendenFreiman LLP |

A scary health diagnosis can be emotionally and logistically challenging. For instance, how do you take care of your family if you are physically incapacitated? In addition to working closely with your medical providers, consider these three legal tips: Check with your attorney to make sure your estate plan is up to date. Are… Read More »

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Estate Planning Projects to Tackle in the New Year

By MendenFreiman LLP |

As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Were you married or divorced in the past year? Perhaps you have welcomed a new child or grandchild or experienced a change in your health. So much can change… Read More »

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Are No-contest Clauses a Good Idea?

By MendenFreiman LLP |

One of the primary objectives of any estate plan is to give clear direction to surviving family members on how the deceased wanted his or her property handled and distributed. An underlying purpose of planning ahead is to eliminate the need or motivation for disputes among survivors and to ensure the wishes of the… Read More »

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It is National Estate Planning Awareness Week

By MendenFreiman LLP |

Congress designated October 15-19, 2018, as National Estate Planning Awareness Week, an effort that started in 2008 to help educate the public about this often-overlooked aspect of financial security and end-of-life planning. Estate planning has the reputation of being useful only for the wealthy or those of retirement age, but estate plans offer numerous… Read More »

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‘E-S-T-A-T-E’: Take Care of Your ‘T’ and ‘E’

By MendenFreiman LLP |

Anyone who owns property, both real and personal, should plan for how these assets will be managed, controlled, and divided when they are no longer around. The more complex a person’s financial holdings, the more an estate plan is needed to ensure the distribution of assets is fair and follows the wishes of the… Read More »

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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

By MendenFreiman LLP |

Important Estate Planning Tips You Should Act on Now Like all things, tax laws constantly change. Together, we need to respond quickly and strategically to the new developments in the tax law landscape. While you should not wait to review your estate plan in light of the passing of the Tax Cuts and Jobs… Read More »

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