Tax Season and Estate Planning Go Together Like Peanut Butter and Jelly

It’s that time of year again. Whether you do you taxes yourself or get the help of a professional, it’s important to be organized. Sifting through receipts and government forms is just the tip of the iceberg. Tax season is also an excellent time to review your estate plan to make sure everything is in order. You’re already noting any significant life changes in your filing status, so why not apply those changes to Read More

Caring for Your Aging Parents and Children

A unique situation is on the rise in the United States and could affect you now or in the future. I’d like to discuss the challenges and provide some resources to help you better manage what lies ahead. Let me start with a few interesting statistics, according to recent research. 78.74 years. That is the average life expectancy in the U.S. That number hasn’t changed much in decades. 26.3 years is the average age a Read More

No Will. Now What?

February is a month notoriously marked by love and romance. While many people are struck by cupid’s arrow, others think Valentine’s Day is just a scheme created by greeting card companies to make a buck. Regardless of your stance, there’s no denying that your loved ones deserve nothing but the best. I’ve said it before and I’ll say it again, leaving a Will is one of the most generous and thoughtful gifts you can Read More

A Complete Guide to Selecting the Right Executor, Trustee or Agent for you

It’s hard to believe 2017 is here already. The new year marks a special time when many people both reflect on the past and plan for the future. Whether you are a planner or not the setting of New Year’s resolutions is a tradition many people observe much like eating black-eyed peas or kissing someone at midnight. The standard resolutions are getting organized or in better physical shape.   This year consider adding Read More

Disinheriting a Child or Grandchild

With Halloween behind us, it’s time to look forward to the holiday season. As North Texans, we may not be able to reap the benefits of a long, chilly and colorful fall, but it’s finally starting to cool down. That means we can bust out those boots and scarves, appropriately drink a pumpkin spice latte, and start making plans to spend time with family. Thanksgiving may be your first chance in months to gather with Read More

Blended Families – How It Affects Planning

If you found that your first marriage didn’t end in a “happily ever after” and you have another chance at it, hopefully you’re a little bit wiser. Second marriages and blended families present their own set of issues. A blended family is any family where the children in the home are not the children of the two parents also living in the home (commonly known as step-children). Any time you are faced with multiple Read More

Guardianships: Everything You Need to Know

We’ve all seen those tragic turned inspirational movies where parents die and leave behind an orphan – insert just about any Disney movie. Sometimes it’s a more thought-provoking flick where an adult has lost their ability to care for themselves. Either way, this is a tale as old as time, yet so little is known about guardianship. A "guardian" is someone who is chosen or appointed to make legal decisions for another Read More

Travel Safely with an Estate Plan in Place

Putting your affairs in order with an estate plan will make for a smoother transition to the loved ones you leave behind.  This is especially important if you plan to travel. Before you hit the road or jet set away this summer, make sure you’ve got these essential documents in order.  The preferred ending to your trip is a return home with some new wonderful memories.  However anything can happen while traveling, and Read More

Debbie Shares her Wisdom with Channel 5 News

Debbie Cunningham was recently interviewed by Channel 5 news to share her wisdom and knowledge about estate planning. Click on the image below to watch the full story! Read More

Transfer On Death Deeds: Another Way To Avoid Probate

Creating an estate plan isn’t just for the rich and famous. Every individual should have an estate plan that fits his or her specific needs. This includes planning for future incapacities with a financial power of attorney, a medical power of attorney and a directive to physicians (often known as a living will). Estate planning also involves making a plan to distribute your assets upon your death. The most common Read More