Category: Etc.

Navigating an Estate Plan in the New Year

Jeff and I are speaking this week at Fisher-Titus on estate planning. The topics we intend to cover relate to the probate process, planning strategies for the personal residence, joint unified trusts and financial durable powers of attorney. Take a look at our flier below. We’d love to see you there! view article

Thank You!

This morning I was invited by Jennifer Grant of McClendon and Associates in Norwalk to speak to the Wednesday Womens’ Financial Group at Sheri’s Coffee House.  It was great to meet the members of the group and share some insight into the estate planning and elder law practice areas.  Happily, my “talk” quickly turned into a question and… View Article view article

Fisher-Titus Seminar Last Night

Last night Jeff and I had the privilege to partner with the Fisher-Titus Foundation to give a short seminar regarding estate planning updates and the evolving nature of the estate planning practice.  Specifically, Jeff and I spent time discussing Ohio’s estate tax repeal, the uncertainty surrounding the current federal estate tax legislation, and some planning strategies… View Article view article

Moving old posts to the new website……

We’ve been working on putting together our new website so that we can have all the blogging, social media, etc. tied into one, centralized location.  For the next several posts, I’ll be migrating posts from another blog site to get them here.  I’ll reference the dates so you’ll know what’s current and what’s not. Thanks… View Article view article