May 30, 2024 | Newsletter
June 1st is National Heimlich Maneuver Day June is National Safety Month and what better way to begin than with this life-saving technique? As we embrace the summer season with its picnics, grill-outs, and food truck dining, it’s crucial to remember the...
Mar 12, 2024 | Newsletter
Three Minutes is All You Need for this”Estate Plan Check-up.” With April 15th fast approaching it is the perfect opportunity for you to conduct your “Estate Plan Check-Up” to ensure it still meets your needs and that of your family’s. You...
Feb 14, 2024 | Newsletter
As many of you know, I was honored to serve as the Ohio State Bar Association (OSBA) president from July 2021 until July 2022. It was both a rewarding and challenging experience. During that time, I continued to serve my estate planning clients while traveling...
Dec 28, 2023 | Newsletter
All, As 2023 comes to a close and 2024 is before us, I want to wish you a Happy and Healthy New Year. It has been an “eventful” 2023, to say the least, but I hope you each find a sense of peace, contentment, and gratitude as the New Year unfolds. I am grateful for a...
