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Successor Trustee Meeting May 2014

June 9th, 2014
Successor Trustee Meeting May 2014   On May 31, 2014 we held our annual Successor Trustee Meeting.  More than 80 of our clients and their family members attended!  We were delighted to see such a crowd, and even more delighted to spend some time c… Read More
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Categories: Blog, Estate Planning
Tags: 2014, meeting, trustee

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    Hank and his staff are sticklers for detail which represents to me a feeling of safeness that everything is being done correctly and there is no need to worry or be concerned. Read More
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