by Nancy A. Roberson | Apr 12, 2018
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...
by Nancy A. Roberson | Jan 12, 2018
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,...
by Nancy A. Roberson | Nov 3, 2017
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...
by Nancy A. Roberson | Mar 20, 2017
Everywhere you turn these days, it seems you hear another advertisement for a company that can help you set up a simple will online, from the comfort of your own home. As an estate planning attorney, it’s pretty common for friends or acquaintances to say to me, “We...
by Nancy A. Roberson | Jan 13, 2017
If your spouse died last 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. December is the most popular month to get engaged. We encourage...