Governor Kasich Vetoes Trust-Related Legislation
Estate planning and elder law attorneys in Ohio have been on pins and needles the past year to hear the decision about the fate of legislation pertaining to titling a home in the name of a Revocable Living Trust (RLT). The legislation was proposed by the Ohio State...
Obama’s Proposed Tax Changes Regarding Inherited Property
Many Estate Planning Attorneys, Financial Planners, and Accountants took note of the tax changes that President Obama recently proposed regarding capital gains taxes. If these changes took place, people inheriting real estate could suffer great tax consequences for...
Don’t Make These 6 Estate Planning Mistakes!
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...
Roberson Law Wins Award for Business Supporter of the Year
May 8, 2015, Roberson Law received the Business Supporter of the Year award by Good Shepherd Ministries. Good Shepherd Ministries Founding Director Dale Nieberding stated that Roberson Law was chosen to receive the award due to the integrity and Christian values that...
All States Are Not Created Equal When It Comes To Death And Disability Planning
A common misconception is that a Will, Trust, or Power of Attorney that is prepared in one state will have the same effectiveness and powers in a different state. This is simply not true. It is for that reason why we advise clients who are moving to or from another...
Elder Law Update: Legal Issues Affecting People With Alzheimer’s Disease
According to the Alzheimer's Association statistics, in 2014, an estimated 5.2 million Americans of all ages have Alzheimer's disease. One in nine people age 65 and older (11 percent) has Alzheimer's disease, and of those with Alzheimer's disease, the vast...
Ohio Health Care Directives Get Updated For The First Time In Four Years
The Ohio Statutory Forms for the Health Care Power of Attorney (HCPOA) and Living Will have been updated for the first time since 2010. Three significant changes have impacted the new forms. The first change is that two full pages have been added to the HCPOA for...
Elder Law Update: Does Mom Live With You? 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...
Beware of Non-Profit Solicitors Who Prey on the Elderly During the Holidays
Over the years, we've fielded panicky phone calls from seniors about charitable solicitations they were receiving and from children whose parents were making inappropriate or excessive charitable contributions. Nancy Roberson remembers an “emergency” meeting with an...
November is Long Term Care Awareness Month
A frequent question we get asked in our office is how one can preserve retirement savings from being depleted by long term health care and assisted living costs. The answer more times than not is through the purchase of long term care (LTC) insurance. Many people shy...