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,…
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,…
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…
Tresi Weeks attended the Special Needs Trust Conference in Austin, Texas
Tresi Weeks spoke on “Redefining Workspace” at the “Make Your Practice Work” conference sponsored by the Collin County Bar Association Law Practice Management Section. She explored with the attendees the…
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in…
The Wealth Advisor These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think Childfree individuals and couples often face choices, decisions, and questions, which…
Tresi Weeks attended the Texas NAELA Program and UnProgram in Grapevine, Texas. NAELA is the National Academy of Elder Law Attorneys, a professional association of attorneys dedicated to improving the…
Tresi Weeks attended the Special Needs Trust National Conference in St. Pete’s Beach, Florida.
Tresi Weeks spoke to the Collin County Bar Association about Special Needs Trusts and their importance to the estate planning business. This heavily-attended event at the Probate Section gave many…
