Category: Trust & Estate Planning

We believe estate planning is an essential element of comprehensive wealth management. Our estate planning team helps you explore the full range of potential opportunities a substantial estate can create, including wealth preservation across generations or the creation of a philanthropic legacy.

  • John Wolfenden
  • Alexandra H. Ollinger
  • Guy M. Clanton
  • David J. Bross
  • Scott M. Barbee
  • 401k
  • Estate Documents
  • Family Office
  • Health Savings Account
  • IRAs
  • P&G Employees
  • Tax Laws
  • Truepoint Fiduciary Services
  • Trust Administration

All Posts

John Wolfenden
John Wolfenden   June 6, 2025
How Trust Income Tax Impacts Your Family Legacy Planning
Read More
David J. Bross
David J. Bross   March 31, 2025
HCPOAs and FPOAs: Their Role in Your Estate Plan
Read More
Scott M. Barbee
John S. Evans
Scott M. Barbee and John S. Evans   March 14, 2025
Crafting a Legacy with the P&G Alumni Foundation and Greater Cincinnati Foundation
Read More
David J. Bross
David J. Bross   January 9, 2025
How to Navigate Your Role as a Trustee or Executor
Read More
David J. Bross
David J. Bross   January 6, 2025
Tax-Free Giving: Maximizing Your Gifting Power
Read More