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Home » Resources » Estate Planning Articles

Estate Planning Articles

Mendel law

Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.

Be Prepared With Year-End Tax Strategies

It may seem too early to prepare for tax season, but these tips and tricks can save you money next spring.

Gifts to Minors: Sharing Your Wealth the Smart Way

A simple way to reduce your estate tax bill is to make financial gifts during your lifetime. Children and grandchildren are natural recipients of our generosity, but there are a few things you’ll want to consider if they are still minors. Here are some common strategies for sharing your wealth with the children in your lives.

Why Choose a Living Trust?

The living trust is an incredibly popular estate planning option, but what is it exactly? Explore the uses and benefits of a living trust as you decide whether this planning tool is the right option for you.

More Bang for Your Buck: Education Planning with Deferred Annuities

With college costs at an all-time high and no relief in sight, parents and grandparents are looking for ways to maximize their education savings dollars. Learn how you can combine the savings from an education trust with the tax savings feature of a deferred annuity to increase your college spending power.

Special Needs Trusts for Children with Down Syndrome

Does your child with Down syndrome receive government benefits? If yes, using your Will to leave money directly to your child can jeopardize his or her government benefits. Learn how a Special Needs Trust can provide long-term protection for your child.

Does Your Estate Plan Include Digital Assets?

Your estate plan covers your real estate, your financial accounts, and your family heirlooms, but what about your digital assets? Learn what your digital assets are and how to protect them.

James Gandolfini’s Will: 3 Lessons for You and Yours

Sopranos star James Gandolfini died in 2013 at the age of 51. Within weeks of his death, his Will was made public and put under a media microscope. Why did this happen and, more importantly, what lessons can you learn from it to protect yourself and your family?

I’m a Trustee! Now What?

A loved one has given you the honor and responsibility of serving as a successor Trustee. But what does this really mean? Keep reading to learn about the responsibilities involved in administering a Trust.

An Estate Plan: Don’t Leave Home Without it

As you review your vacation checklist, make sure you’re not forgetting your estate plan. Without an up-to-date estate plan, a vacation emergency could leave you and your loved ones vulnerable. Here’s what you need to know.

Estate Planning is Essential for Same-Sex Couples

For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay and expense. For same-sex couples, however, dying without an estate plan can spell disaster. Find out why and learn what you can do about it.

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The Mendel Law Firm, L.P.
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The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an
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