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Home » blog

Famous Estates – Legacy Champ or Chump?

May 3, 2013 by Stephen A. Mendel, Estate Planning Attorney

Harold Whitworth Pierce (1885-1958) - Banker & Philanthropist Harold Pierce lived in Milton, Massachusetts, and was a partner at Tucker, Anthony & R.L. Day, a Boston investment banking and brokerage firm. When he died in 1958, Pierce left his estate to endow The Harold Whitworth Pierce Charitable Trust. The Trust offers grants primarily for projects that will produce long-range benefits through leverage of the Trust’s resources. Grants are made in the areas of education, green and … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: Uncategorized Tagged With: celebrity estate plans, Estate Planning, estate planning attorney, famous estates, financial planning, Harold Whitworth Pierce's estate, probate, trust planning

Thought for the Day:

May 2, 2013 by Stephen A. Mendel, Estate Planning Attorney

Our best friends and our worst enemies are our thoughts. A thought can do us more good than a doctor or a banker or a faithful friend. It can also do us more harm than a brick. Dr. Frank Crane … [Read more...] about Thought for the Day:

Filed Under: Uncategorized

Protect Your Relatives From Abuse

May 1, 2013 by Stephen A. Mendel, Estate Planning Attorney

Have you talked to your elderly family members recently? Being old is not always fun. We all see pictures of retirement communities. They always have smiling senior citizens that look happier than any person has the right to be. However, the reality is that most people are lonely and isolated in the later years of their lives. Your elderly family members could benefit from hearing from you, if only for a few minutes. There is another benefit besides the emotional one that your elderly relatives … [Read more...] about Protect Your Relatives From Abuse

Filed Under: Uncategorized Tagged With: elder abuse, Elder Law, elderly, estate plan, Estate Planning, estate planning attorney, financial affairs

Texas History – How Many Major Roads were There in Early Texas?

April 30, 2013 by Stephen A. Mendel, Estate Planning Attorney

Seven (7). The roads were: (1) Old San Antonio Road from San Antonio eastward to Nacogdoches, San Augustine, and to the Sabine River; (2) La Bahia Road from Goliad to join Old San Antonio Road at the Trinity River; (3) Trammel’s Trace leading north from the intersection of Old San Antonio Road at Nacogdoches to Fulton, Arkansas; (4) Liberty-Nacogdoches Road extended from Old San Antonio Road to the mouth of the Trinity River and to Galveston Bay; (5) Atascosito Road went from the settlements … [Read more...] about Texas History – How Many Major Roads were There in Early Texas?

Filed Under: Uncategorized

Taxpayer Beware:

April 25, 2013 by Stephen A. Mendel, Estate Planning Attorney

In a recent report in Accounting Today, new documents from the Internal Revenue Service suggest the agency’s criminal tax division has been reading taxpayers' emails without a warrant despite an appeals court decision saying that such conduct violates the Fourth Amendment. The 247 pages of documents were released to the American Civil Liberties Union after the ACLU filed a Freedom of Information Act request. The article also suggested that the IRS routinely uses social media, such as Facebook … [Read more...] about Taxpayer Beware:

Filed Under: Uncategorized

Good Estate Planning Requires an Attorney

April 24, 2013 by Stephen A. Mendel, Estate Planning Attorney

You might think you know what you need in your estate plan. You may have even read some information online from some company that wants to sell you forms that they claim are all you need. Before you buy those forms, you should consider a few things first. The law in every state is different. Online companies know that, but their forms barely scratch the surface of accounting for the differences. A form that might be perfect for New York. might be completely invalid in Texas. However, online … [Read more...] about Good Estate Planning Requires an Attorney

Filed Under: Uncategorized Tagged With: estate plan, Estate Planning, estate planning attorney, Family Limited Partnership, revocable living trust, trust

Texas History – Do You Know the Colors in the Texas Flag Have a Special Significance?

April 23, 2013 by Stephen A. Mendel, Estate Planning Attorney

The red is for courage, white is for liberty, and blue is for loyalty. … [Read more...] about Texas History – Do You Know the Colors in the Texas Flag Have a Special Significance?

Filed Under: Uncategorized

Famous Estates – Legacy Champ or Chump?

April 19, 2013 by Stephen A. Mendel, Estate Planning Attorney

Princess Diana (1961-1997) - Children’s Activist Diana Frances Spencer is a wonderful example of someone utilizing their wealth to create a lasting legacy. In the late 1980s and early 1990s, Diana became known as the "Peoples Princess" due to her warmth and tireless work for a variety of charities. She represented the International Red Cross and has been praised for her support for battered women and the homeless. Among other causes, she was the voice for victims of AIDS and land mines. A prime … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: Uncategorized Tagged With: celebrity estate plans, Estate Planning, estate planning attorney, famous estates, financial planning, legacy champ, Princess Diana's estate, probate, trust planning

Thought for the Day:

April 18, 2013 by Stephen A. Mendel, Estate Planning Attorney

Read books, listen to tapes, attend seminars – they are decades of wisdom reduced to invaluable hours. Mark Victor Hansen … [Read more...] about Thought for the Day:

Filed Under: Uncategorized

Executor Access to Email

April 17, 2013 by Stephen A. Mendel, Estate Planning Attorney

The duties of an Executor get more and more complex as the world gets more and more complex. With people using email for just about everything today, it is important for an Executor to access the email account of the deceased to make sure that there is nothing important contained in a message, such as a business deadline. However, if the Executor does not have the password, then things can get complicated. In the best case scenario, the Executor will be able to access the computer that the … [Read more...] about Executor Access to Email

Filed Under: Probate Tagged With: email access, Estate Planning, estate planning attorney, executor

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