I am pleased to announce …

I have a brand new website, www.davidlefton.com  which better reflects my legal services, especially my significant experience in the area of estate planning, probate and trust administration.  I invite you to take a look. One new convenience I think you’ll appreciate: you can now schedule a time to chat with me using one of the easy contact features on the site. I would be happy to hear from you, and of course, you can still reach me by phone at 513-399-PLAN (7526).

You may notice, this newsletter looks different from previous issues. Indeed, it, like the website, has been updated too. But, more important than the look, is the content. My goal is to provide information to my clients that is both interesting and useful, particularly when it relates to estate planning. To that end, we will often present a quick review (and links) to previous blog posts we feel were the “best of the best”.  So if you missed them it is a second opportunity to take a look. We also plan to deliver a greater variety of content. For example, colleagues and trusted advisors from other fields will be providing insight on their areas of expertise as it may pertain to estate planning. Rest assured, we will always keep our focus on YOU, my clients, and my friends. As I state in my new website, I devote the vast majority of my law practice to estate planning, probate, and trust administration. This focused commitment allows me to deliver the highest level of service possible. I help clients protect, and ultimately distribute, their hard-earned assets through estate planning.  See below for links to three recent posts I think you will find interesting.

My Best,
David H.Lefton

Caring for Those We Love

Three of my recent blog posts together span generations, including the one you’re in now. If you have small children, you might want to check out Love Your Kids, Take These Three Steps to Show It. If you are becoming more involved with caring for your aging parents, this one is a good read Attention Millennials – It’s Time to Have THE TALK (estate planning) with your folks . And last, but most definitely not least, if you don’t have an estate plan, or you do and it is time to update it, here are some tips to get started 4 Simple Steps to Start Your Estate Planning.