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,…

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,…

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…

At its most basic elements, probate is an organized process by which: the property of a deceased individual is gathered, remaining debts are paid, beneficiaries are determined, and property is transferred accordingly To probate, or not to probate: that is the question.  For some, the concept may seem daunting—but it truly doesn’t have to be. …

1. Do I really need a will? Your will is a legal document that allows you to decide in advance how your property and belongings will be divided and who will get what. Every family is unique and you are the best person to decide how your assets should be distributed to your family and…

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