513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

How to Avoid or Reduce Conflict When a Family Member Dies

May 20, 2025 | Newsletter

We all know of at least one situation where a family member died and their loved ones became embroiled in a variety of disputes. And we’ve all heard about the court battles after celebrities such as Prince, Michael Jackson, and Tony Bennett died. It is a shame, and...

Choosing to Be Happy

Apr 3, 2025 | Newsletter

Choosing to Be Happy We all know these are turbulent times—politically, economically, globally, and more. If we’re not careful, we can let them get us down. So, it is times like these when I have to remind myself that I have the power to choose to be happy or...

You Have to Do It Anyway

Mar 7, 2025 | Newsletter

It’s an old cliché; the only certainties in life are death and taxes, and sure enough, tax time is upon us again. I don’t know anyone who enjoys gathering all the paperwork, crunching the numbers, filing your taxes, and, worst … having to send in a...

News

Feb 7, 2025 | Newsletter

I am excited to tell you that I have been elected to the Board of Governors of the American Bar Association (ABA) for a period of three (3) years commencing at the conclusion of the 2025 Annual ABA Meeting in August 2025.  The election results were announced at the...

Do You Want Peace of Mind?

Jan 7, 2025 | Newsletter

2024 was eventful. That is an understatement.  I think 2025 won’t disappoint us in that department either. There will be uncertainty at a minimum on many fronts. However, I firmly believe that we can all take steps to help provide ourown peace of mind, even if things...

Gifting Beyond Cozy Slippers

Dec 2, 2024 | Newsletter

 It’s gift season, and I’m not talking about cozy slippers or a new laptops. As an estate planning attorney, while I think about those kinds of gifts, I also think of gifting to heirs. That is sharing your assets with your loved ones BEFORE you have...