» 2014

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
Read More
Categories: Blog, Estate Planning
Tags: 2014, meeting, trustee

logo-weatherby-350

For More Information


    EmailPhone


    Testimonials

    Hank’s primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date… Read More
    – Kathleen Grover

    Upcoming Events

    [events_calendar]