Estate Planning for Military Families Celebrating the 4th of July reminds us all how important it is to honor those that have served our country, and those who are currently serving. This time is also a good opportunity for members of the military and their loved ones to consider setting up or revising an existing…

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…

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 to bat for its citizens when it was revealed that insurance carriers were not paying the beneficiaries of life insurance policies where a claim had…

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? If you are used to fighting rush hour traffic during your work commute, you might not be surprised by that statistic; the growth DFW is…

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 family’s future with these courses: GUARDIANSHIPS & ALTERNATIVES, SPECIAL NEEDS TRUST & NEW ABLE ACT, and FAMILY LEGAL DOCUMENTS Thursday, June 9th from 6:30PM to…

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 some very logical reasons to consider alternative distribution. Let’s take a look at four examples of circumstances that might prompt one to question whether convention…

“Success is the sum of details.” -Harvey S. Firestone The Hunt for Red October, Patriot Games, Clear and Present Danger, and The Sum of All Fears…ring any bells?  Bestselling author, Tom Clancy, acquired a fortune worth over 100 million dollars during his life.  While he was mostly known for his successful books, the bulk of…

Many people have a deep fear when the subject of estate planning in Dallas is bought up as it usually involves making hard decisions. This month, I’ve been forced to look at all sorts of scary images at stores and hear creepy commercials in anticipation of my least favorite holiday. Maybe you like Halloween.  Maybe all…

1. What is a Special Needs Trust? A Special Needs Trust (also called a Supplemental Needs Trust) is a way to provide financial security for your child with special needs and help ensure a better quality of life.  A Special Needs Trust enables a person with a physical or mental disability to have an unlimited…

As a dad, you work hard to provide and support your family. You attend your children’s sporting events, save money for their college education, help them with their homework, do everything you can so they will have a safe and healthy future. Everything you do for your kids is an investment in their future, but…

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