» Transfer of Assets

Who Ultimately Benefitted the Most from Marilyn Monroe’s Estate?

In the design work we perform for our clients, we often use various types of trusts.  There are  many things a trust can do including helping to address issues related to incapacity, protecting your assets from creditors, and avoiding or minimizing… 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
    – Marcel & Mary Rose Albert

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