Registering for Events

New Event Locations

Documents on Deposit with Your Hospital

New Format for Annual Client Meetings

Estate Planning Review Reports

Client Advisory Board Update

Directive Communication Systems Training Programs

Tax Law Update

Ohio Passes Legislation to Protect Against Elder Abuse

Stuffed Dates Recipe

Making a Significant Difference

Welcome Kami Imes

Client Care™ Program Kick's Off

BMV Next of Kin Service

Summer Education Program Update

How Your Documents are Updated

DocuBank® Expands Services

Client Advisory Board Update

Four Coping Strategies for Care Givers

Dementia & Alzheimer's Recommended Readings

Chicken and Vegetables Recipe

Tax Cut and Jobs Act Overview

Scam Alert

Summer Education Programs Return

Directive Communication Systems

Holiday Open House Reflections

DocuBank® Medication Lists

Long Term Care Insurance

Mac-n-Cheese Recipe

Breaking Records on This Journey Together

Long Term Care Insurance - Not the Product It Used to Be!

Preparing a Winter Safety Kit For Your Vehicle

Take the Traffic Law Quiz

1099's and End of Year Account Statements

Grocery Delivery Services

How Long Should I Keep Those Records

Estate Planning Crossword Puzzle

Equifax Data Breach

Protecting Yourself Online

Stuffed Cabbage Soup Recipe

Creating Our Own Reality

Satisfy Required Minimum Distributions by a Gift to Charity

When You Move

DocuBank Refresher

Red Means Stop

What Do Those Flashing Yellow Left Turn Lights Mean?

FDIC Coverage Limits

Tips for Care Givers

Scam Alert

Sweet Corn & Clam Chowder Recipe

Good Things Happening in 2017!

Let Me Introduce Myself - Jennifer Allen, Esq.

Let Me Introduce Myself - Raymond Casey, Esq.

Paying Debts When a Loved One Dies

Ohio Legacy Trusts

2017 Tax Law Update

Do I Have to Shovel That Sidewalk

Client Advisory Board Update

First Merit Becomes Huntington on February 21st

Hot Chicken Casserole with Toasted Almonds

The Year in Review

Client Advisory Board Update

Asset Consolidation

2016 What to Do Workshop Schedule

Scam Alert - The IRS Never Calls!

Holiday Schedule

Grilled Shrimp Foil Packets Recipe

Time to Fall Back 

Looking Ahead to Exciting Changes in 2016

Organ and Tissue Donation: Frequently Asked Questions

2016 Federal Tax Law Update

Attention! Series EE U.S. Savings Bonds Bought in 1986 are Maturing This Year

2016 Homestead Exemption Update

Meet and Greet Wine Tastings

Settlement Simplification

Is Your Safe Deposit Box Properly Titled to Your Trust?

"Not Cho" Typical Appetizer

From the Desk of Joe Ferraro

A Message from Scott

Services Provided Survey

Funding Savings Bonds

Facebook Allows Users to Choose an Account Heir

Maple Roasted Brussels Sprouts with Walnuts, Blue Cheese & Cranberries

The Latest Happenings

From the Desk of Doston B. Jones

"If you could leave behind one lesson about money to loved ones, what would it be?"

Transferring Vehicles Without Probate in Ohio

Using the "Wait-and-See Cotrustee" for Disability

The Problem with "Do-It-Yourselfers"

Living Legacy Workshop

Estate Planning Workshop for Gay and Lesbian Couples After Obergefell v. Hodges

Tax Issues When Funding Your Car to Your Trust

How to Open Up a New Bank Account in the Name of Your Trust

It's Summer, Let's "Stalk" Corn

Wills and Estates

The Year Ahead

Facebook Announces Digital Legacy Service

Hearing Assistance Now Available

2015 Tax Update

Lessons Learned From Robin Williams' Estate

King's Hawaiian Ham Sliders