CARES ACT CONCERNS: Could my child's stimulus payment have an affect on his/her benefits?
Questions about the CARES ACT and stimulus money? You're not alone.

Join us for this LIVE WEBINAR on July 28th at 6:30 p.m. to learn how an individual with a disability can save money and still maintain benefits.

Derek Graham will team up with the Treasurer's Office to talk about trusts, the STABLE Account and what you can do to help your loved one, both now and in the future.
If you created an estate plan with us, then you should have a USB containing all of your important estate planning documents, including your Health Care Power of Attorney - something that is EXTRA important, especially in this time of Covid-19.
Make sure your family and/or the individual you chose as your POA know how and where to access these documents, if needed.
Fractured relationships and contested wills are not uncommon when it comes to DIY planning
Spending a little money upfront is far better (and cheaper in the long run) than the potential cost and complications for your loved ones if you settle for a "do it yourself" plan.
We're still smiling 😁 under these masks!

Due to the fluid situation of Covid-19, we continue to monitor the federal, state, and local guidelines and modify our protocols.

Pursuant to Dublin law, we are requiring all clients who enter the office to wear a mask. If you do not have one, we will provide one for you. Thank you!
Reminder: We Have a New Address
If you are either mailing something to us or planning a trip to our office, please remember we are now at our new location .
Our address is 5115 Parkcenter Ave. Suite 275, Dublin, OH 43017 .