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Category Archives: Estate Planning

Charitable Giving Provisions of the CARES Act

By MendenFreiman LLP |

We have previously discussed the Paycheck Protection Program, and plenty of other commentary has focused on the 2020 Recovery Rebates for individuals, both of which were enacted under Coronavirus Aid, Relief, and Economic Security (CARES) Act. In addition to these headline-grabbing provisions, the CARES Act also contains provisions designed to encourage increased charitable giving… Read More »

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

By MendenFreiman LLP |

To help taxpayers, the Department of Treasury and the IRS announced in Notice 2020-23 the extension of additional key tax deadlines for individuals and businesses. Notice 2020-23 Previously, the IRS announced that taxpayers generally have until July 15, 2020, to file and pay federal income taxes originally due on April 15. No late-filing penalty,… Read More »

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Estate Planning During COVID-19

By MendenFreiman LLP |

At MendenFreiman, the health and safety of our clients and staff are our most important priority. We also want you to know that during these unprecedented times, we are here for you. Below are several important updates regarding estate planning matters during the COVID-19 crisis. We Are Here for You. We remain committed to meeting… Read More »

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The SECURE Act: What It Means for Your Estate Plan

By MendenFreiman LLP |

If 2017 was the year of significant tax reform, 2019 will go down as the year of considerable retirement reform. The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was signed into law on December 20, 2019, and became effective January 1, 2020. The Act makes substantial changes… Read More »

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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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