Unclaimed Property – What? Where? How it impacts on estate planning and probate estate administration? Did you know that there are billions of dollars in unclaimed property being held by…

When it comes to wills and estate planning, it is essential to consider what will happen to your estate if your primary beneficiary does not survive you. If your will…

As estate planning attorneys, we feel it is our responsibility to make clients and readers aware of the “beneficiary’s burden” regarding insurance policy pay-outs. The state of Minnesota recently went…

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…

If you have more than one child, leaving equal shares may not always be the way to go and with estate planning in Allen, you can plan ahead. In fact, there are…

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 some of us, Thanksgiving might be one of the few (or only) times a year when we can get the whole family together – it can simply be a…

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,…

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