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Planning for a Loved One with Special Needs

Planning for a Loved One with Special Needs   In general, a trust is a legal device whereby property of some sort (real estate, cash, tangible personal property, etc.) is managed by a person, termed the Trustee, for the benefit of certain other peop… 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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