513-399-PLAN

(513-399-7526)

513-399-PLAN

(513-399-7526)

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...

Who Wants to Be Rewarded?

Sep 6, 2023 | Newsletter

Over the years, I’ve found volunteering extremely rewarding, whether with the Cincinnati Arts Association, the Ronald McDonald House of Cincinnati, the FreeStore FoodBank, or my local school district’s soccer association. As many of you know, I was honored to be the...

Thieves rely on us. Let’s stop being so reliable.

Aug 2, 2023 | Newsletter

As an estate planning attorney, I think a lot about protecting my family and my assets. This summer is no exception. Travel season is in high gear, and many of us are hitting the road (plane or cruise ship) on vacation. Sadly it is in high gear for pickpockets and...

What You Do Matters. Really.

Jun 13, 2023 | Newsletter

We all know the growing concerns about pollinators, including bees, butterflies (especially the gorgeous Monarchs), bats, and more. Sometimes it feels like this problem is so big that no single individual can make a difference, but that’s not the case. Together we can...

Unique Will Bequests. What Will You Do?

May 12, 2023 | Newsletter

As an estate planning attorney, I help my clients protect their hard-earned assets and loved ones. That’s pretty serious stuff. But that is not to say there can’t be a “lighter side” to estate planning in the form of unique bequests that make you smile or laugh. Here...