Estate Planning: The Everlasting Gift of Security and Peace of Mind

Season’s Greetings friends, clients and colleagues! The end of the year is always a good time for reflection and review, and an ideal opportunity to consider your plans for the future.  Thorough estate planning can provide you and your loved ones with the everlasting gift of security and peace of mind for the days ahead.  A qualified Estate Planning attorney is essential to identifying the plan that best suits you and your family situation.  Let’s take a look at five important tips for estate planning that can help you protect yourself and your family.

  1. Creating a Will and other estate planning documents doesn’t have to be expensive.
  2. Every adult should have these 4 key documents: a Last Will and Testament, a Medical Power of Attorney, a Financial Power of Attorney, and a Living Will or Directive to Physician.
  3. If you don’t have a Will, state law will determine who gets your assets.
  4. You should review your legal documents every three to five years or after any major life change.
  5. The best estate planning incorporates your attorney, insurance agent, financial planner and banker in your periodic estate plan review.

2013 Could Bring Major Changes in the Estate Tax, Are You Prepared? 

January will bring changes in the Estate Tax.  You should have all of your planning documents reviewed by an attorney and up-to-date before the end of the year. Because there is uncertainty regarding next year’s estate tax law it’s crucial that you understand the possibilities and how they could affect you and your family. Debbie is happy to review your Will before or after any changes to the Estate Tax to ensure that you are prepared for the changes to come.  Click here to learn more.

Thank you for your business and referrals over this past year. My law practice has grown this year, and I owe this success to you, my clients, colleagues and friends.  I wish each of you a wonderful holiday season.

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Law Offices of Debbie J. Cunningham

Debbie Cunningham is an Irving attorney providing affordable estate planning to the Dallas/ Fort-Worth areas. She understands the steps you should take to protect yourself and your loved ones. Debbie is family-focused and wants to ensure her clients are fully informed on the options that are available for their families. Debbie’s own blended family has given her valuable insights into the complexities of family dynamics.

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