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Home » blog

Free Report: Including the Family Pet In Your Estate Plan

December 19, 2015 by Stephen A. Mendel, Estate Planning Attorney

If you consider your family pet to be a “Loved One”,it only makes sense to include your pet in your estate plan right along with your family members and other human loved ones. Learn more about family pet estate plan in this presentation.

For most people the primary goals of an estate plan are to provide the framework for the division of estate assets upon death and to provide for family members and loved ones upon death. If you have a pet (or two) that you treat as part of the family, has it occurred to you that your pet should be included in your estate plan? Legally, your pet is considered your property, meaning your pet should be included in the division of your estate assets. Topics covered in this report include: … [Read more...] about Free Report: Including the Family Pet In Your Estate Plan

Filed Under: Estate Plan

Famous Estates – Legacy Champ or Chump?

December 18, 2015 by Stephen A. Mendel, Estate Planning Attorney

Etta James (1938-2012) - Singer Etta James, born Jamesetta Hawkins, was an American singer, whose style spanned a variety of music genres including blues, R&B, soul, rock and roll, jazz, and gospel. In the beginning of her career, James possessed the vocal range of a contralto, and was marketed as an R&B and doo-wop singer in the mid-50s. Then after signing with Chess Records in 1960, James broke through as a traditional pop-styled singer, covering jazz and pop music standards on her debut … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: General

Free Report: Estate Planning – Trust Basics

December 17, 2015 by Stephen A. Mendel, Estate Planning Attorney

Understanding some basic information about trusts may help you decide if a trust could be a beneficial addition to your estate plan. Learn more about trust basics in this presentation.

An estate plan should be as unique and individual as the person creating the plan. There are, however, some common features in estate plans. A Last Will and Testament, for example, is the foundation of any estate plan. Beyond that, many people choose to include one or more trusts in their estate plan. Topics covered in this report include: What Is a Trust? Choosing a Trustee Trust Terms Revocable or Irrevocable? Testamentary or Living? Special Purpose Trusts Click here … [Read more...] about Free Report: Estate Planning – Trust Basics

Filed Under: Uncategorized Tagged With: Estate Planning

Thought for the Day:

December 17, 2015 by Stephen A. Mendel, Estate Planning Attorney

“Get going. Move forward. Aim High. Plan a takeoff. Don't just sit on the runway and hope someone will come along and push the airplane. It simply won't happen. Change your attitude and gain some altitude. Believe me, you'll love it up here.” Donald J. Trump … [Read more...] about Thought for the Day:

Filed Under: General

When Is It Too Late for Medicaid Planning in Houston Texas?

December 16, 2015 by Stephen A. Mendel, Estate Planning Attorney

People often think of the Medicaid program is a program only for low income children or families. While the Medicaid program does indeed provide assistance to low income children and their families, it can also provide critical healthcare coverage to older Americans. Unfortunately, many seniors are unaware that they may need Medicaid coverage at some point in the future and therefore fail to plan accordingly. This frequently leads to the question "When is it too late for Medicaid planning?" The … [Read more...] about When Is It Too Late for Medicaid Planning in Houston Texas?

Filed Under: Medicaid Tagged With: medicaid, Medicaid planning, medicaid planning in houston texas, medicare

Texas History – Do You Know Who, on Behalf of the Federal Government, Declared the Freedom of All Slaves?

December 15, 2015 by Stephen A. Mendel, Estate Planning Attorney

On behalf of the Federal government, Union General Gordon Granger declared the freedom of all slaves and the nullification of Confederate laws at Galveston, Texas, on June 19, 1865. This declaration set off joyous demonstrations by freedmen and originated the annual "Juneteenth" celebration, which commemorates the freeing of the blacks in Texas. … [Read more...] about Texas History – Do You Know Who, on Behalf of the Federal Government, Declared the Freedom of All Slaves?

Filed Under: Uncategorized

Free Report: Texas Estate Liquidity – What It Is, Why It’s Important and How to Plan For It

December 14, 2015 by Stephen A. Mendel, Estate Planning Attorney

If you haven't yet created an estate plan, be sure to discuss the needs for liquidity with your estate planning attorney when you can do create your plan. Learn more about estate liquidity

Estate liquidity refers to the amount of cash available to your loved ones from your estate when you die. The concept of liquidity is something you are undoubtedly familiar with even if you don’t use the term “liquidity”. All assets have a value. The assets liquid value, however, is not always the same as its true value. To illustrate, imagine that your home is robbed two days before Christmas and all the Christmas presents you purchased your children are stolen. Topics covered in this report … [Read more...] about Free Report: Texas Estate Liquidity – What It Is, Why It’s Important and How to Plan For It

Filed Under: Estate Liquidity

Famous Estates – Legacy Champ or Chump?

December 11, 2015 by Stephen A. Mendel, Estate Planning Attorney

James Gandolfini (1961-2013) - Actor & Producer James Gandolfini was an American actor best known for his role as Tony Soprano in The Sopranos as Tony Soprano, a troubled crime boss struggling to balance his family life and career in the Mafia. Gandolfini garnered enormous praise for his portrayal, winning three Emmy Awards, three Screen Actors Guild Awards (SAG) and two Golden Globes for Best Actor-Drama Series as well as two further SAG Awards as a member of the series ensemble. … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: General

Thought for the Day:

December 10, 2015 by Stephen A. Mendel, Estate Planning Attorney

“We can complain because rose bushes have thorns, or rejoice because thorn bushes have roses.” Abraham Lincoln … [Read more...] about Thought for the Day:

Filed Under: General

First Party Special Needs Trust in Houston Texas

December 9, 2015 by Stephen A. Mendel, Estate Planning Attorney

If you have a special needs individual in your family then you likely already know there are numerous challenges involved in caring for someone with special needs. Often, those challenges are financial. Unless you are operating with extremely deep pockets, there is a good chance that your special needs family member will need to depend on assistance from one or more of the federal and state assistance programs.  Qualifying for those programs, however, can get tricky if your special needs loved … [Read more...] about First Party Special Needs Trust in Houston Texas

Filed Under: Special Needs Planning, Trusts Tagged With: first party special needs trust, special needs planning, special needs trust, special needs trust in houston texas

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