by Nancy A. Roberson | Apr 15, 2024
Many of our clients add beneficiaries to their financial accounts so that the accounts will be directly distributed to the beneficiaries when the clients die. While beneficiary designations can be a cheap and easy way to avoid probate, there are pitfalls to this...
by Nancy A. Roberson | Dec 19, 2023
The Dayton Daily News recently ran some articles about Medicaid estate recovery, which is a program that collects assets from the estates of deceased persons who received Medicaid health coverage and were over age 55 or permanently institutionalized. The initial...
by Nancy A. Roberson | Jul 20, 2023
Nextdoor, the popular web-based app, awarded our firm with this designation based on votes and ratings from the public, and our firm was determined the “Neighborhood Favorite” in our area. Our firm has served South Dayton for over 40 years, so we are honored to win...
by Nancy A. Roberson | Jun 20, 2023
Many people mistakenly believe that simply obtaining a trust will enable their estates to avoid probate and save estate taxes. We are distressed that some of our clients sign their trust documents and then neglect to fund their trusts. Although we ask those who...
by Nancy A. Roberson | Apr 19, 2023
HB339 pertains to our firm’s areas of practice because it expands Ohio law on the execution and terminology pertaining to last wills and testaments, declarations or living wills, durable powers of attorney, and transfer on death designation affidavits. For more...
