513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

Technology to See Into the Future

Apr 5, 2024 | Newsletter

Most of us welcome spring, which means flowers, green grass, and getting the kids outside to play. But one thing about spring that no one welcomes is the threat of severe storms and tornadoes.  Here in Ohio, we just had a day of ongoing threats. Everyone was on high...

Is Family Important to You? Got 3 Minutes?

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...

Just A Little Update …

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...

Happy (Sparkling) New Year to You All!

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...

Once In A Lifetime Experience

Nov 1, 2023 | Newsletter

I KNOW A PLACE … Where the animal kingdom stretches as far as you can see. Where the air is fresh and clear. Where the stars have an extra twinkle. Where the music of the day consists of trumpets, rumbles, and roars. Where the colors of birds are rainbows in the...

October is the Ideal Time

Oct 4, 2023 | Newsletter

For many people, maybe you too, October is welcomed with open arms and great anticipation of things to come. Enjoying fun activities such as taking your young children or grandchildren to choose the perfect pumpkin. Or handing out treats on Halloween to all the little...