Estate Planning

  > Conducted Highly rated Estate Planning Seminars since 1993 for Ohio
University Credit Union, the Mead Employees Credit Union, the Ohio
Credit Union League CEO Conference, The Plains United Methodist
Church, and the University Estates Condo Association.

> Does about 200 estate planning consultations per year.

> Represents about 10 guardianships.

> Trustee for benevolent trust.

> Handles approximate 20 Estate Administrations per year.

OnDemand Video Library: 

> Estate Planning: Reasons for a will; Medicaid; Taxes; Life Estate; Survivorships, Life Insurance; Inventory & Dividing Assets; Questions & Answers