Law Office of Tricia Erwin Formerly Tricia Martin

06/29/2025

The office will be closed on July 4th.

03/28/2025

Pour Some Purpose Into Your Spring! ☕🌼

This season, let’s steep compassion, stir in hope, and sip for a powerful cause at CASA of Collin County’s A Tea of Change. 💛

Join us for an unforgettable afternoon where every cup of tea helps fuel advocacy for children in foster care—children who need a voice, a champion, and a brighter future.

🌟 Meet Our Inspiring Guest Speakers 🌟

🎤 Cynthia Izaguirre – Beloved WFAA anchor and passionate advocate for children through her impactful Wednesday’s Child segments.
🎤 Dr. Lucette Beall – Renowned speaker, coach, and author whose personal story and message of transformation will leave you inspired and empowered.

Enjoy a beautiful setting, connect with like-hearted individuals, and help us bring positive change to the lives of the children we serve. 🍃✨

📅 Thursday, May 8th, 2025
📍 McKinney Flour Mill
⏰ 11:30 AM – 1:30 PM

🎟️ Tickets & sponsorships are now available:
👉 https://www.classy.org/event/a-tea-of-change/e654030

Bring your friends, dress for tea, and let’s make this spring one of purpose and possibility! 🌸

11/01/2024

10/11/2023

Recommended Tasks for October:

1. Review Intended Beneficiaries especially if you have recently divorced or married.

2. Review New Provisions in the SECURE 2.0 Act -Several key enhancements are summarized below:

—Required Beginning Date (RBD) age is raised for RMDs to 73 in 2023 and 75 by 2033.
—Penalties are decreased for not taking RMDs to 25 percent of the RMD amount and 10 percent of IRAs if corrected timely.
—Employees will be automatically enrolled in 401(k) and 403(b) plans but may opt out within 90 days.
—Participants over 50 are now allowed a higher catch-up contribution ($7,500 in 2023).
—Added flexibility in annuity payments paid from qualified retirement plans.
—Early distributions are permitted for long-term care contracts without penalty.
—Qualified charities can be named as remainder beneficiaries after the death of a disabled or chronically ill beneficiary without disqualifying the trust as a see-through trust.
—Plan sponsors may match contributions made on student loan repayments on the same vesting schedule as elective deferrals, effective 2024.
—529 plans maintained for at least 15 years may be rolled over into a Roth IRA with a $35,000 lifetime limit, effective 2024.

3. Review and confirm your personal retirement account information.

4. Review your Will to make sure it reflects your current wishes.