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Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a...
Washington News
Ten IRS Tips To Avoid Tax Return Errors
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is...
Savvy Living
Who Should Be Screened for Lung Cancer?
Who should get screened for lung cancer and what are the Medicare coverage guidelines? I quit smoking many...
Questions? / Contact our Gift Planning Team:
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Tammy Wernke »
Assistant Vice President, Gift Planning
513-556-6293
Liz Sauers »
Director, Gift Planning
513-556-6057
Dillon Westrich »
Assistant Director, Gift Planning
513-558-3842