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Preserving Wealth Over Generations

Preserving Wealth Over Generations Several common sayings refer to the phenomenon of losing inherited wealth.  One is “shirtsleeves to shirtsleeves in three generations.”  Another is “the first generation makes it, the second spends it, and t… 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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