News & Updates Blog

Read about our 18th Annual Awards program and much more in this edition of The Communicator!  

Creating a trust is an essential component in your estate planning, but boilerplate trusts can often derail or negate the personal goals of your trust. Boilerplate trusts use form language and lack individual thought. They are not personal to you. They are often obtained from the Internet or from software used by many Ohio lawyers […]

We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look. Join Meredith Sugar of Taft/ Law on April 14th as she covers: Real Estate Transfers Insurance needs, including key employee Philanthropy Equity for family members who don’t work in the company Trusts and more… This one-hour, […]

   How to Save and Transfer Wealth for Generations Sponsored by:  March 16, 2017 – 7:30-9:00 a.m. *White Castle Training Center* 555 West Goodale St. Columbus, OH 43215 Join us for a panel discussion on methods and tips for saving wealth through transactional relationships and how to transfer it to next gens. Led by Dan Gusty, Portfolio […]

Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners   As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS, […]

Editorial: Help Wanted: Must have skills, values Nearly in 1 in 3 family businesses in central Ohio report that they’re worried about finding qualified people to fill jobs. While that sounds like a good problem to have — central Ohio’s unemployment rate is at a near 15-year low — this threatens the region’s economic vitality. […]