by Nancy A. Roberson | Nov 20, 2020
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...
by Nancy A. Roberson | Nov 15, 2019
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 | Sep 13, 2018
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...
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 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...
