513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

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...

Difficult Conversation? Try These Tips

Nov 1, 2024 | Newsletter

The holidays are fast approaching, and family members will soon be gathering. Whether you are the parent of adult children,possibly now living out of town and rarely seen, or you are the adult child visiting your folks … this can be an excellent time to raise the...

Are You Positive You’re Feeling a Little Negative Lately?

Oct 1, 2024 | Newsletter

If you’re like me, these days, turning on the news is not something to look forward to very often. Media coverage of negative news can be stressful and make you feel helpless. I’m not saying we should ignore what’s going on around us. Still, we must manage our mental...

Loved Ones Checklist

Aug 28, 2024 | Newsletter

I Want to Share My Family Checklist With You While we are still a few months away from cozy nights in front of the fireplace, September always makes me think about home and family and protecting them both. And I’m not talking about estate planning here, though,...

Home Office or Hobby Room?

Aug 2, 2024 | Newsletter

It’s that time of year that can be emotional, exciting, and stressful. Our children are off to college, maybe for the first time or returning for their final year. For parents, it’s often a time filled with important questions like “Should we turn...

Wasn’t it Just Yesterday?

Jul 3, 2024 | Newsletter

If you are like me, you might be surprised to realize we are already halfway through 2024. It went awfully fast, didn’t it? One assumes the next six months will fly by as well. And maybe you’re like me that you take a few minutes about now every year to sit down and...