» wealth

Preserving Wealth Over Generations

May 2nd, 2014
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
Read More
Categories: Blog, Estate Planning
Tags: family, Planning, wealth

logo-weatherby-350

For More Information


    EmailPhone


    Testimonials

    Hank is a trusted colleague with whom I have forged a collaborative relationship to better serve our mutual clients on advanced estate and business planning matters. He possesses a rare blend of exceptional technical ability and superior client servi… Read More
    – George Constant

    Upcoming Events

    [events_calendar]