513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

Unique Will Bequests. What Will You Do?

May 12, 2023 | Newsletter

As an estate planning attorney, I help my clients protect their hard-earned assets and loved ones. That’s pretty serious stuff. But that is not to say there can’t be a “lighter side” to estate planning in the form of unique bequests that make you smile or laugh. Here...

What Are You Doing This Spring?

Apr 2, 2023 | Newsletter

Many see spring as a time to get ready to spend time outdoors, do some home maintenance chores, and make plans for summer vacation.  A few items you might want to add to your spring to-do list include: Get your bicycle (and the kids’ bikes) tuned up. The bike shops...

What Does March Mean to You?

Mar 2, 2023 | Newsletter

Every year I look forward to March because, for the most part, it’s a month filled with fun, and the promise of spring is right around the corner. As a basketball fan, I love March Madness.  And even if we have cold and dreary days, I know spring is coming, and I...

What’s the Secret to Happiness?

Jan 2, 2023 | Newsletter

The article also provided science-backed exercises designed to help address and improve the relationships in your universe. So if you’re thinking of taking one step towards a happier and healthier life, consider cultivating warm relationships. Here are a few...

Want to Avoid Gift Taxes This Holiday Season?

Dec 2, 2022 | Newsletter

Hello everyone,Tis the season of gift giving.  If you are planning on handing out significant gifts of property, assets, or money to your children, grandchildren, or whomever this holiday season you should check out the following: First, let’s talk about gift...