513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

Let’s Not Rush Into Anything

Feb 2, 2026 | Newsletter

In addition to including Valentine’s Day, February is also American Heart Month. And, how shall I say this, but while I am honored to help you with all your estate planning needs, I would love it if putting your plans into action didn’t happen for a long, long time....

As 2025 Comes to A Close

Dec 5, 2025 | Newsletter

As 2025 Comes to a Close There is Something I Want You to Know As I look out the window at the beautiful snow, I am once again amazed at how quickly another year has flown by. I am grateful that it has been a good year for my family and me. And I sincerely hope you...

When Should You Contact a Lawyer?

Nov 3, 2025 | Newsletter

In my experience, I have discovered that while most people know to reach out for legal representation in obvious situations (criminal charges, for example), the lines can get blurry between hiring an attorney or going solo in others. You all know I provide estate...

Do You Have College-Bound Kids?

Sep 30, 2025 | Newsletter

A Gentle Reminder Do you have a child who has just gone off to college or will soon? If so, please read the following. It won’t take long, and trust me when I say this is important. Ideally, before your child heads off to college, near or far, medical and...

I Want You to Know

Aug 6, 2025 | Newsletter

I wanted to share something I haven’t mentioned before. The open rate for this newsletter, that’s the number of people actually reading it, is way above average. My digital team flagged it and told me, “This kind of engagement is rare.” Honestly, I’m both surprised...