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...
You’re In Debt And Don’t Have An Estate, So Why Would You Do Estate Planning?
Most people assume the phrase "estate planning" involves having wealth. That assumption couldn’t be any further from the truth. Estate planning simply means that you are preparing for the unexpected and inevitable. Death does not discriminate according to income...
Do You Know Your Name?
I'm writing this after meeting with yet another client who was surprised, upon seeing his birth certificate for the first time, that the name he was using was not the same as the name in his birth certificate. For example, my friend Betty Schwab, who is also a client,...
The Importance of a Personal Services Agreement and Lease When Applying for Medicaid
Two documents that we often prepare in conjunction with Medicaid planning are the Personal Services Agreement and Lease. Both documents can be very important proof for substantiating the money paid to a caregiver, who is often a family member, so that the money paid...
By Law, If Your Child Died, Would You Be Permitted To Access His or Her Social Media Accounts?
Social media, a term that didn't event exist until the late 1990s, is now something that influences almost every teenager every day. Long gone are the days when teenagers' biggest influencers were MTV and "Seventeen" magazine. Digital asset planning has been a hot...
Roberson Law Acquires Will Inventory
After practicing for over fifty years, Attorney James Brennan has decided to retire and pass the baton to Nancy Roberson. James has had hundreds of clients over his career and so he needed another experienced attorney to whom he could refer his clients after he...
Attorney Nancy A. Roberson Brings Her Expertise to University of Dayton
Roberson Law is honored to have the firm's president teaching the highest level Elder Law course offered at UD School of Law. Starting January 7, 2019, Nancy Roberson will be teaching a capstone graduate course with Attorney Judy LaMusga on the subject of Elder Law....
How To Talk To Your Family About Your Estate Plan
Talking about financial matters, end-of-life options and your eventual death is difficult, but especially with the ones closest to you. Your loved ones may not want to hear it, but they need to know what will happen after you die. Giving your loves ones an...
Tips for When End-of-Life Planning Becomes Closer Than You Thought
It happens when you least expect it: a devastating medical diagnosis that leaves you shocked, scared, and wondering what to do next. We have a few tips to make the process easier on you and your loved ones. At first it might be difficult to handle and process the...
The Estate of Aretha Franklin: What Happens When You Die Without a Will or Trust?
Did you know that a huge benefit of getting a trust is to protect your family's privacy? This reason alone has caused quite a stir with Aretha Franklin's estate because all of Aretha's assets and financial holdings will be made public since she did not have her...