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Personal Planner
Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan...
Washington News
Payment Options for Late Tax Filers
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing...
Savvy Living
Recommended Vaccines for Medicare Recipients
My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by...
Questions? / Contact our Gift Planning Team:
Have Questions? Click here to schedule a meeting today!
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