Nancy A. Roberson Selected by Cincinnati Magazine as a Five Star Estate Planning Attorney in Dayton
Over five hundred estate planning attorneys were originally looked at and then narrowed down to one hundred eight nominees. Only nineteen winners were chosen, after surveys were conducted and scored to determine the estate planning attorneys who provide exceptional...
Dangers of Executing Your Own Will
The employees of our firm are big proponents of saving money and being good stewards of your assets. However, many people confuse being cheap with being wise managers of their money. There is definitely a difference between the two actions. That is why we are...
Choosing a Trustee for Your Special Needs Trust
An important decision that one has to consider when creating a Special Needs Trust is whom to designate as the Trustee. The Trustee is a very important responsibility, for one wrong decision could automatically disqualify the beneficiary from receiving public...
Is it necessary to have both a Will and a Living Will?
People often confuse these two documents or think that they are both one in the same. The Last Will and Testament is not the same as the Living Will document, for the two documents serve two distinctly different purposes. The Last Will and Testament is the document...
Make Your Passing Easy on Heirs: Do Your Estate Planning!
Many people do estate planning for reasons like avoiding probate, minimizing estate taxes, and bequeathing charitable gifts; however, another important reason is often overlooked. Doing estate planning for the purpose of making things easier on heirs is enough...
May is National Elder Law Month
National Elder Law Month is sponsored by the National Academy of Elder Law Attorneys (NAELA), a group of Elder Law Attorneys of which our firm is a member. During Elder Law Month, NAELA members across the country offer public seminars, workshops, and other activities...
Elder Law Update: Don’t Shoot The Messenger
The attorneys at our office attended the Annual Estate Planning and Probate Seminar at the Dayton Bar Association last month and learned some important new developments regarding Medicaid qualification requirements that you should know if you or your family member may...
Do Not Make These Four Estate Planning Mistakes
The Wall Street Journal recently published a video on its website titled "Four Estate Planning Mistakes to Avoid" that summarizes some typical mistakes that people make when it comes to planning for a death or a disability. The first mistake is a common one that we...
Take Caution When Making Transfers To Qualify for Medicaid!
We encourage people who don't have long term care insurance to develop a game plan years in advance for paying for long term care, a very costly expense that is not covered by Medicare or private health insurance. This type of planning often involves transferring...
Getting a Trust For the Sole Purpose of Protecting Your Privacy
You've probably heard that one of the main reasons why people decide to get a revocable living trust as part of their estate plan is to avoid probate. Did you know that a huge benefit of avoiding probate is protecting your family's privacy? In his article "Addressing...