Is Your Safety Deposit Box Safe From Probate?
A recent Ohio State Bar Association Digest post discussed how a bank required probate paperwork for the estate/trust representative to enter the safe deposit box to obtain the Will and securities in the safe deposit box, even though the securities were titled in the...
The Dirty Dozen
Our practice area of law centers around the aging population, who are often very vulnerable and likely to be targeted by scammers. As a result, we often get calls about identity theft, Ponzi schemes, and, lately, “pandemic” scammers. Every year, the IRS announces its...
Veterans Benefits Alert In Montgomery County
The Montgomery County Veterans Service Commission (MCVSC) is an important organization for Miami Valley residents. If you are a Veteran who lives in Montgomery County, you are entitled to receive assistance from the MCVSC free of charge. Some of the services that the...
Roberson Law Wins 2020 Better Business Bureau Eclipse Integrity Award
The 10-year drought is over! After being nominated three times and making it to the runner-up spot twice, we can finally say that we are a Better Business Bureau (BBB) Eclipse Integrity Award winner! The award is given to one business in each category that exemplifies...
Not Sure If Your Deceased Loved One Had A Life Insurance Policy?
Tracking down a copy of a life insurance policy can be tricky. Like a deed, some people mistakenly think that if they don’t possess the actual paper form of the policy, then they don’t own the policy. Those thoughts are a myth; you still own your home if you don’t...
Our Firm’s Response To The Pandemic
Because all of our staff members are currently very healthy and not experiencing any symptoms, we will remain open for business. Although a handful of clients have canceled their appointments due to concerns associated with the pandemic, new clients have scheduled...
What’s The Point In A POA Document That No One Accepts?
Because fraud is on the rise, financial institutions are becoming increasingly finicky about General Durable Power of Attorney (GDPOA) documents. The GDPOA documents that we write at Roberson Law are usually 11 pages long in order to cover all of the bases, yet there...
Elder Care Connection: Top Reasons to Consider Independent Living
For many seniors, independent living is an opportunity to remain just that, independent. Unlike living at home alone, this type of retirement arrangement allows for social interactions and entertainment without having to drive anywhere. But is independent living right...
Blog Back By Popular Demand: My Name Is “On” Mom’s Account, So Won’t It Avoid Probate?
The title of this article is a common misconception that people have about avoiding probate. A person will assume that just because he has been designated as his parent's Agent in his parent's Power of Attorney (POA) that he will have access to his parent's bank...
Is A Cotrustee Really Necessary?
Let's face it...as we age, we need help. Admittedly, many of us need help despite not having aged! I recently finished an emergency job requiring a quick amendment to a trust to enable a client's children to sign checks for her because Client had a debilitating...