513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

Benefits So Far Beyond My Expectations

Nov 2, 2022 | Newsletter

Hello everyone,When I joined the Ohio State Bar Association (OSBA) and the American Bar Association (ABA) early in my career, I did so because I thought it would help me professionally. And, of course, it has. I’ve learned much and made solid business connections over...

Hot Spiced Tea Anyone?

Oct 2, 2022 | Newsletter

Tips for Year-End Planning (And a recipe for spiced tea to sip while you’re thinking about it!) Hello everyone,You probably haven’t given any thought to your year-end financial planning.  It’s only early October, right? But, we all know, it’s a scientific fact...

Being Ohio State Bar President Was Not Easy!

Sep 7, 2022 | Newsletter

Jewelry Store, Florist or Attorney’s Office – Which Will You Choose? The mid-February holiday, dreaded by some, and embraced by others, has been around for a long time. I thought it would be fun to dig up some facts and legends about this holiday....

Do Any of These Fun Facts Surprise You?

Aug 2, 2022 | Newsletter

I ran across some information recently that provided some fun facts about the legal profession. I know, you don’t usually find the words “fun” and “legal profession” in the same sentence but I think you might find these at least interesting. In what country will you...

Is Your Family Your Priority Too?

Jul 11, 2022 | Newsletter

How Important is Your Family to You? Hello, Having just celebrated Father’s Day with my family I thought this would be a good time to share a video clip (https://tinyurl.com/48hbcd9z) from a recent interview. The entire interview is available here: ...

Lessons from the Dead & Famous

Jun 2, 2022 | Newsletter

2022 IS ALMOST HALFWAY OVER.Lessons from the Dead & Famous Hello,Did your New Year Resolutions include updating or creating your estate plan?  If you’ve scratched that off your list, congrats. Well done!  If not, just a reminder, the other half of the year will be...