The 6 Estate Planning Mistakes That You Don’t Want To Make
We are in the business of helping people prepare and plan for the inevitable, so every year we write an article advising our clients about what not to do when it comes to death and disability planning. The mistakes we have seen people make throughout the past 30...
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...
The Matching Game: Does The Driver’s License Match The POA?
Financial institutions are becoming increasingly finicky about General Durable Power of Attorney (GDPOA) documents. The GDPOA documents that we write at Roberson Law are 11 pages long in order to cover all of the bases, yet there are instances when we are still asked...
Is Your Will Valid If You Terminate Your Marriage?
Are you getting divorced, obtaining a dissolution, or annulling your marriage? If so, then you should consider reevaluating your estate planning documents as soon as possible. According to Section 2107.33(D) of the Ohio Revised Code, once a person has signed a will,...
End-Of-Year Checklist For Getting Your Legal Affairs In Order
1) If your spouse died this year or you got divorced, you should update your estate planning documents in order to remove your former spouse's name as a beneficiary, agent, executor, and trustee. 2) December is the most popular month to get engaged. We encourage...
Is Your Trust Dated Before 2007?
Ohio Trust Law changed significantly effective January 1, 2007, when the Ohio Trust Code went into effect. Since that date, on numerous occasions, we have reminded our clients via snail mail, email, or in-person of this important date and suggested that serious...
Three Steps You Can Take To Avoid Probate Court
Clients frequently ask, "How can I avoid probate?" While some of the steps involve preparation of documents that only an attorney should prepare, there are some things that you can do yourself to avoid probate without an attorney's involvement. Following are a few...
Nancy Roberson Gets Interviewed By The BBB
Ken Jarosik from the Dayton Better Business Bureau (BBB) produced a video highlighting some of the features that separate Roberson Law from other businesses, including the factors that have contributed to the firm earning an A+ rating with the BBB. Nancy's interview...
Alzheimer’s Patients URGENT Need For Legal Documents
We see a lot of families in our office who cannot assist their loved one who has Alzheimer's Disease or dementia with financial and health care matters because no one has the legal authority to act on behalf of the loved one. Often by the time the caregiver calls us,...
Recent Changes In Ohio Probate Laws
Ohio House Bill 432 recently went into effect and made some changes to Ohio's laws that are worth noting. Below are just a few highlights of this bill: 1. Ohio law previously allowed a surviving spouse to receive two automobiles valued at $40,000 or less without...