2005	We have moved! Our office has moved 3 miles from the previous location.  We are now located in Commerce Village North at the corners of State Route 3 and Hoff Road in Westerville.
2007	The Ohio Trust Code was adopted. Clients with pre-2008 Trusts should call to have us review your estate plan.
2012	Watch year-end gift planning as Congress faces the fiscal cliff.
2013	We celebrate our 20th year of our office as Jim enters his 29th year of practice.
2014	We have moved!  Our office is still located in Commerce Village North, please check the website for the new address.