Worst Case Scenario – TOD

Byline: Jacob Frizado & Katie Hicks A man in Ohio passes away, owning real estate in Montgomery County. He had assured his daughter, an only child, that he had made and signed a TOD – Transfer on Death Designation – putting the house into her name at his passing. The daughter goes through the motions…

September Lunch & Learn

Lunch & Learn | Trademark/Tradename Registration September 28, 2023 12:00 PM – 1:00 PM (EDT) Description Join us for our September Lunch & Learn presenter is Gerald McDonald with Pickrel, Schaeffer & Ebeling, LPA . Slots are limited to 25 seats and are $5 each, come enjoy lunch together. Gerald McDonald will be speaking on…

U.S. Department of Labor Issues Proposed Regulations That Would Significantly Raise Minimum Salary For Workers Paid On A Salary Basis

On August 30, 2023, the U.S. Department of Labor issued proposed regulations that could significantly increase the minimum salary that would have to be paid to workers on a salary basis. The increase would be from $684/week to $1,059/week, or about $55,000.00 annually. The Department of Labor had been considering making an increase for over…

August is National “Make a Will” Month

August is National “Make a Will” Month, and it’s a great annual reminder to update your will or create one if needed. A will is an important estate-planning document that can help you easily transfer your assets. It can be the difference between a smooth transfer of assets or a probate nightmare. If you have…

PSE & The Dayton Performing Arts Alliance Breakfast

PSE & The Dayton Performing Arts Alliance (DPAA) hosted a corporate breakfast this morning discussing the importance of supporting the arts. We are honored to support this fantastic organization. PSE Shareholder, Katie Wahl, is a board member and also delivered opening remarks. To learn more about DPAA, visit their Facebook page: @Dayton Performing Arts Alliance.