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Monthly Newsletters

We share important and timely estate and special needs planning news in our newsletters.  Our goal is to keep you informed of important information that may pertain to your business, estate or tax planning needs.  Our most recent monthly publications are available below. 

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September 2023

POA Agent Responsibilities Blog

Webinar Opportunities

Special Announcement from Attorney Logan Philipps

August 2023 News Preview

August 2023

Irrevocable Trusts

 

Special Needs Trusts vs. Third Party Discretionary Trusts

 

Trustee Responsibilities

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July 2023

Executor Responsibilities

VLOG with OhioISP Manager, Beth Chambers

Upcoming Programs

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