» Transfer of assets

Can you keep your estate plan totally private and should you want to?

Many families are hesitant to discuss financial affairs together.  Parents do not necessarily want their children to know how much or exactly what they have.  Some do not want their loved ones to know exactly how they plan to dispose of their asset… Read More
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A Good Estate Plan Needs More than a Will

When it comes to estate planning, everybody wants a Will.  Many people believe that good estate planning begins and ends with having a Will and they think once they have a Will, all their estate planning problems have been solved.  But unfortunatel… Read More
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Medicaid Claimant Survives Challenge to Loan Made to Family Member

When we are working with families who wish to engage in Medicaid planning or for whom a family member must file an application for benefits, there are some common misconceptions we observe.  Families do not often appreciate that the Medicaid eligibi… Read More
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Testimonials

Weatherby & Associates recommended we have a living trust. This appears to be a wonderful solution to the disposition of our assets, first to the surviving spouse and ultimately to our heirs. Read More
– John and Louise Kaestle

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