Estate Planning with Beneficiary Designations
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...
Dayton Daily News Article Induces Panic About Medicaid: Nancy Roberson’s response
If you are caring for a parent in your parent’s home, the caregiver exception may apply to you. A consultation with us about that and other Medicaid issues is a modest investment compared with what you could lose. These are legitimate Medicaid planning strategies that can result in valuable benefits to elderly parents and their children.
The Votes Are In! Roberson Law is the Nextdoor 2023 Neighborhood Favorite
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...
Your Trust Will NOT Do What It Was Created To Do If It’s Not Funded!
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...
House Bill 339 Informally Passed
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...
Ohio Senate Passes Bill 210, Making Postnuptial Agreements Enforceable in Estate Planning and Decedent’s Estate Proceedings
Are you wondering how to protect your property in the event of a divorce or dissolution of marriage? Are you uneasy because you and your spouse did not execute a prenuptial agreement? Well, Ohio law just might be allowing you to change the terms of a marriage after it...
RESTORING CHRISTMAS A Digital Experience For Those Who Have Lost a Loved One
We deal with a lot of grief at our office due to the areas of practice we handle. For many of our dear clients, the holidays are a painful reminder of the loss of their loved one. Northpoint church has an online service on Thursday, December 8th, specifically to...
Roberson Law WINS Best Attorneys for Best of Dayton contest!
We won! We are shocked, humbled, and speechless. We didn't even know about this contest and were nominated without our knowledge, which was the first surprise. After that, we found out that an overwhelming amount of people voted for us online to win. Thank you to...
Protect your loved ones from financial elder abuse
Check out the interview of our partner, Kristina Rainer, about financial elder abuse, which was just published in the Sunday edition of the Dayton Daily News. If you work in the financial industry, work with senior clients, or have elderly loved ones,...
Will your financial institution accept your power of attorney?
Banks, brokerage firms, and investment companies are cracking down on the policies pertaining to a person's use of a General Durable Power of Attorney (GDPOA) to conduct account changes or transactions on behalf of the account holder. Changing beneficiary...