While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn’t necessarily fit into a will, trust or other components of an estate plan. The solution is to include a letter of instruction, as part of your estate planning resources, which can provide…

Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them. All estate plans should include, at minimum, two important planning instruments: a durable power of attorney and a will. A trust can also be useful to avoid probate and…

You may need to reevaluate some elements of your estate plan in light of the coronavirus pandemic. There are unique aspects of this crisis that your current estate planning documents may not be suited to handle. The language in some estate planning documents that is fine under normal conditions may cause additional problems for you…

For the estate planning attorneys at Weeks Law Firm, the ongoing litigation over James Brown’s estate is a good example of why estate planning is so important. The case has been dragging on for 14 years, but it took a big step towards resolution when the South Carolina Supreme Court ruled that the woman claiming…

If you are contemplating giving part of your estate to a charity, this decision can and should form part of your estate planning process. As a Chartered Advisor in Philanthropy and a supporter of public charities, I understand that many of us have our favorite public charity and we want to find ways to support…

There are many unknowns in estate planning, but you can’t let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all. Estate planning unknowns When planning an estate you want to be able to consider all the angles, but there…

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 the state and federal government? Regardless of how careful we are with our finances, it is possible for utility deposits, credit balances, unused gift certificates,…

The SECURE Act: Time to review and possibly amend estate plans While it’s been a few months since President Trump signed the SECURE Act, we wanted to share information with you. The SECURE Act, which was effective January 1, 2020, has several positive changes: It increases the required beginning date (RBD) for required minimum distributions (RMDs)…

TRESI WEEKS EARNS CHARTERED ADVISOR IN PHILANTHROPY DESIGNATION TRESI WEEKS, Attorney with the Weeks Law Firm, PLLC, has earned the CChartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services. The CAP® program provides the knowledge and tools needed by professionals in the nonprofit and financial…

Last fall, attorneys Tresi Weeks and Chris Krupa Downs of The Weeks Law Firm, PLLC spent a few hours with a dynamic group of UNT Law Students filming a video for its Accessible Law platform discussing probate and special needs.

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