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 | Dec 1, 2017
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...
by Nancy A. Roberson | Jun 9, 2017
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...
by Nancy A. Roberson | Sep 9, 2014
The employees of our firm are big proponents of saving money and being good stewards of your assets. However, many people confuse being cheap with being wise managers of their money. There is definitely a difference between the two actions. That is why we are...
by Nancy A. Roberson | Jul 3, 2014
People often confuse these two documents or think that they are both one in the same. The Last Will and Testament is not the same as the Living Will document, for the two documents serve two distinctly different purposes. The Last Will and Testament is the document...
