Creating a Will Together? How Romantic.

Some of you might consider planning your Will a sad or depressing activity.  But in reality, nothing says ‘I love you’ more than properly planning for the future so the person you love is protected. Whether you’re married or in a committed relationship, there are several important documents that you need to have in place.

  1. Will– Creating a Will is a crucial part of everyone’s estate plan.  It provides detailed instruction on how to distribute your assets upon your passing, along with other important issues.  Having a Will prepared in advance will ensure your loved one receives everything you intended.
  2. Medical Power of Attorney– This document lets you designate the person you want to make all medical decisions for you if you become incapacitated. The person you love most should be empowered to take care of you, if the need ever arises.
  3. Directive to Physician– This is also known as a Living Will. A Directive to Physician gives specific instructions on your end-of-life decisions including whether or not to withhold or administer artificial life-sustaining procedures.  It is important to have your wishes in writing, and can take a lot of stress off your spouse or partner when those decisions need to be made.
  4. General Power of Attorney– This document allows you to choose a person to handle your financial affairs if you become incapacitated. This is important because, without it, the state statutes and a judge will make this decision for you.

This year on Valentine’s Day, in addition to candy or flowers, plan on creating or reviewing these important documents and give the gift that truly matters.  There are many tools to accomplish your goals and protect your family. Debbie can assist you in developing the plan that is right for you.

What happens when you don’t have a Will?

When Bill passed away, his wife Mary assumed she would automatically receive everything he left behind. Bill had never created an official Will, so once he passed the State of Texas had to step in and begin sorting through his estate. It took Mary almost 6 months to get full access to her husband’s assets. This created financial hardships for Mary that could have easily been avoided with a legal Will. Failure to have a valid Texas Will places the future of your assets and every decision regarding your estate in the hands of the court. Make sure your loved ones have the security of legal documents that protect their future.

Our Firm is Growing

We are delighted to start the new year with an exciting addition to our team.  Kaitlin Philley-Plumberg joins the firm as an Estate Planning attorney. Kaitlin understands the importance and value of an estate plan and wants to help clients create this vital plan to meet the unique needs and circumstances of every family.

She is a member of the Tarrant County and Arlington Young Lawyers Associations.  Kaitlin also enjoys giving back to the community by participating in the Mansfield Kiwanis Club.  This organization is dedicated to improving the lives of children who reside within the Mansfield Independent School District.

Kaitlin earned her law degree from the University of Oklahoma College of Law.  While in law school, she was a member of the Phi Delta Phi Legal Fraternity and was recognized for her volunteer work with Legal Aid Services of Oklahoma.  In 2007, she received a Bachelor of Arts degree in Political Science from the University of Texas at Arlington where she was on the Dean’s List.

Please join us in welcoming Kaitlin to the firm.  She is looking forward to serving each of you with the same dedication to quality that our clients have come to expect.

Does your Will need an update?

If you have had any major life changes since creating your estate plan, it is time to take another look at your estate planning documents. Additionally, we may have escaped the fiscal cliff but the Estate Tax is not the only reason to review your plans.  Other changes in federal or state legislation could have an impact on your plan.

Call our office today to schedule a review of your Estate Plan and let us help you ensure you have the most current and up-to-date information reflected in your legal documents.

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.