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.

During the COVID-19 epidemic, most law firms are protecting their clients and staff by not conducting signings of wills and other legal documents in their office in the usual manner.  Some clients are wanting to execute their documents right away.  How can these documents be signed when the law office is closed? Digital Signatures Many…

During the COVID-19 crisis, the Weeks Law Firm is still open to serve you. We are working remotely but in full operational capacity.  We are conducting initial consultations via phone or Zoom videoconferencing. Our fabulous legal assistant, Mikey Barshop, is answering our phones, scheduling appointments and forwarding to us anything that needs our attention.  Both attorneys,…

How to Build Freedom From Court Interference Into Your Estate Plan If you feel that the matters of your estate should be kept private and that your assets should be used for your care during your lifetime and then distributed to your loved ones rather than eroded by court fees, you’re not alone. And luckily,…

Post-Election Legal Update: Tax Reform Snapshot As the dust appears to be finally settling on the 2016 Presidential Election, the legal world is steadying itself for the likely changes headed our way as Republican President-Elect Donald Trump prepares to take office in January with a Republican controlled House and Senate.  High on the list of…

A Tale of Two Clients: A Cautionary Tale about the Importance of Estate Planning In my experience, establishing an estate plan is often described by clients as that elusive task that’s been on their to-do list for too long – until, that is, some external catalyst prompted them to action.  There are a multitude of…

In “Gift Tax Exclusion 101, Part I”, we covered the basics of the Annual Gift Tax Exclusion’s general rule and the exceptions.  In Part II, we’ll discuss the implications of excess (or taxable) gifting for the Lifetime Gift Tax Exemption and the Personal Estate Tax Exemption; each is set at 5.45 million for 2016. To…

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