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Is A Cotrustee Really Necessary?

Let's face it...as we age, we need help. Admittedly, many of us need help despite not having aged!

I recently finished an emergency job requiring a quick amendment to a trust to enable a client's children to sign checks for her because Client had a debilitating stroke. Client signed her trust about 15 years ago when she was 70ish and quite capable of handling things herself. I wish that Client had come in for periodic reviews so that we could have suggested her adding cotrustees with her.

You're In Debt And Don't Have An Estate, So Why Would You Do Estate Planning?

Most people assume the phrase "estate planning" involves having wealth. That assumption couldn’t be any further from the truth. Estate planning simply means that you are preparing for the unexpected and inevitable. Death does not discriminate according to income level, age, or social status. Face the reality, death is certain for everyone.

Do You Know Your Name?

I'm writing this after meeting with yet another client who was surprised, upon seeing his birth certificate for the first time, that the name he was using was not the same as the name in his birth certificate.

For example, my friend Betty Schwab, who is also a client, thought her name was Elizabeth until she got her birth certificate and discovered that her birth name is Betty.  (I am giving this example with Betty's permission.)

This has happened with clients whose names are Allen/Alan, Joseph/Joe, and William/Bill/Billy, for example.

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 to the family member does not have to be repaid in order for the Medicaid application to be approved.
 

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Roberson Law Acquires Will Inventory

After practicing for over fifty years, Attorney James Brennan has decided to retire and pass the baton to Nancy Roberson.  James has had hundreds of clients over his career and so he needed another experienced attorney to whom he could refer his clients after he retired.  James decided that Nancy was the person who he would trust with the large original Will inventory that James has accumulated since the 1960s. James formerly practiced at Young & Alexander and Pyper Alexander & Nordstrom, LLC.

How To Talk To Your Family About Your Estate Plan

Talking about financial matters, end-of-life options and your eventual death is difficult, but especially with the ones closest to you. Your loved ones may not want to hear it, but they need to know what will happen after you die. 
Giving your loves ones an explanation of what you intend to do and why before your death will guarantee that they aren't left unprepared to handle fulfilling your last wishes. This also may help avoid hard feelings about inheritance issues.    
 

Attorney Nancy A. Roberson Brings Her Expertise to University of Dayton

Roberson Law is honored to have the firm's president teaching the highest level Elder Law course offered at UD School of Law. Starting January 7, 2019, Nancy Roberson will be teaching a capstone graduate course with Attorney Judy LaMusga on the subject of Elder Law. We are proud of Nancy for having the determination to take on this new job responsibility while continuing to practice law and serve her clients.

Tips for When End-of-Life Planning Becomes Closer Than You Thought

It happens when you least expect it: a devastating medical diagnosis that leaves you shocked, scared, and wondering what to do next. We have a few tips to make the process easier on you and your loved ones.

At first it might be difficult to handle and process the news, but don't be afraid to reach out for help. Your family may also struggle with the diagnosis, which could be another reason to seek help. There are many paths you can take for guidance and help, such as a mental health professional, a social worker, an RN with expertise in the area, and support groups.

The Estate of Aretha Franklin: What Happens When You Die Without a Will or Trust?

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 not have her estate planning in order when she died. 

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