Legislative Update: Special Needs Trust Fairness Act On December 7, 2016, by an overwhelmingly affirmative vote of 94 to 5, the Senate approved H.R. 34 a.k.a. the 21st Century Cares…

The United States Supreme Court has determined that inherited IRAs are not protected from bankruptcy creditors. Although this development presents a serious risk for clients, it also presents a planning…

Did you know that six of the 13 fastest growing cities in the nation are in Texas – and when you move, you need the best estate planning in Frisco?…

Get ready to take notes!  The City of Plano Parks and Recreation Department is providing three great opportunities to hear Tresi speak this summer.  Learn more about planning for your…

You may have a retirement plan, but is there a gaping hole in your plan – one that threatens to unravel the whole thing?  That gaping hole may be long-term…

Why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages…

For IRAs and Other Tax-Deferred Retirement Accounts Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible,…

You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded dollar lost. A dollar not lost allows wealth…

Trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering…

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,…

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