Estate Planning: Roundtable Discussion

Clubs and Organizations

July 20, 2017


Cincinnati Business Courier’s Rob Daumeyer recently sat down with a panel of experts to discuss the benefits of estate planning. The panel shared about a variety of topics from the difference between a will and an estate plan to taxes, investing and beyond. The trio of experts offered a great deal of insight based on their depth of knowledge and experience with a diverse client base within the Tri-State. Read