Personal Information
Organization / Workplace
Toledo, Ohio United States
Occupation
Director of Planned Giving
Industry
Writing / Publishing
Website
About
It's been an interesting journey.
Today I try to live by five guiding principles: open, honest and direct communication, responsibility for one's choices, being accountable for one's actions and willingness to hold others accountable, respect for others and inclusion.
Tags
estate planning
business valuation
psychology of estate planning
step-families
blended families
valuation
designing estate planning techniques
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