Tresi Weeks participated in the board meeting of Disability Rights Texas in Austin.

The Wealth Advisor The Most Important Parts of Estate Planning Can’t Get Legislated Away There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip Seymour Hoffman in early February is no exception. Hoffman was an incredibly talented…

Property insurance provides protection against most risks to property, such as fire, theft and some weather damage. However, if property has appreciated and there isn’t sufficient insurance for replacement value, any losses must be paid out of pocket. To protect your wealth from these kinds of losses, it is important to determine replacement values so…

Tresi Weeks presented the Special Needs Planning Educational Forum in Dallas, Texas.  Tresi spoke to parents of children with special needs about the basics of a special needs plan, including wills, special needs trusts, powers of attorney and beneficiary designations.

Tresi Weeks attended the Special Needs Trust Conference in Austin, Texas

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