by Nancy A. Roberson | Feb 22, 2016
Our office works with a lot of accountants. Accountants are often on the front line of the planning issues that we handle for clients. Nine times out of ten the accountants are a tremendous help to our clients, especially to those who are business owners. However,...
by Nancy A. Roberson | Jan 20, 2016
As many of our clients already know, a comprehensive general durable power of attorney is an effective estate planning tool to authorize another person to act on one’s behalf in the event of disability or incapacity. In an effort to improve the usefulness of a power...
by Nancy A. Roberson | Dec 14, 2015
As critical as funding your trust is, you may need to transfer your home out of your trust as a result of Estate of Atkinson v. Ohio Dept. of Job & Family Servs., 144 Ohio St.3d 70, 2015-Ohio-3397, an Ohio Supreme Court case decided August 26, 2015. This case...
by Nancy A. Roberson | Nov 19, 2015
The information in this article is news that was reported last year, but we believe that it bears repeating due to the impact that the legislation has on the hundreds of thousands of people in the military who have children with disabilities. With this legislation...
by Nancy A. Roberson | Oct 21, 2015
We see a lot of dissension in our office among family members who have differing opinions about the type of long term care that mom or dad should receive and how the parent’s money should be spent to pay for the care. Not to “beat a dead horse,” but...
