» Aging Parents

Why Bother with a Care Agreement?

In our last post we provided a brief overview of Care Agreements.  This week we consider a recent Louisiana court decision that illustrates a big problem that arises when relatives are paid for providing care services to a loved one and that arrang… Read More
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What is a Care Contract and why should you have one?

As individuals get older, they often need more and more help with their personal and financial needs.  It becomes harder to do a whole host of things ranging from paying bills and balancing a checkbook to keeping track of medications, transportatio… Read More
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I Don’t Have Children – Who Will Care for Me?

Over the years, many women decided that they didn’t want children. Their decision was made not necessarily because they were selfish; many were career-oriented and received fulfillment through their work. But as these women age they wonder who will… Read More
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Observations on the U.S. Trust Annual Wealth Survey

U.S. Trust conducts an annual survey of high net worth individuals to prepare a comprehensive report it calls the “Insights on Wealth and Worth” (“Survey”).  While there are many fascinating observations and conclusions that may be drawn fro… Read More
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Weatherby & Associates have taken care of our estate planning needs for over 15 years. Hank continually keeps us informed on relevant changes to state and federal tax law, etc., and keeps our trusts up to date. His annual seminars for trustees an… Read More
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