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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. 

Two Legal Documents People With Onset Alzheimer's Disease MUST Get

A large portion of our client base consists of families affected by the horrible diagnosis of Alzheimer's Disease.  When doing planning for a client with Alzheimer's Disease, we have to take into consideration the client's mental capacity to understand the documents being signed.  Remember that it is the client with the disease who must sign the estate planning documents; the person caring for the client may not sign the legal document on behalf of the client.  
 

The 6 Estate Planning Mistakes That You Don't Want To Make

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 years we have been in practice have caused a lot heartache, stress, and money for our clients to correct.  

My Name Is "On" Mom's Account, So Won't It Avoid Probate?

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 parent's bank account after the parent dies.  The person will incorrectly assume that having his name listed on his parent's account will be enough to avoid probate.

The Matching Game: Does The Driver's License Match The POA?

Financial institutions are becoming increasingly finicky about General Durable Power of Attorney (GDPOA) documents.  The GDPOA documents that we write at Roberson Law are 11 pages long in order to cover all of the bases, yet there are instances when we are still asked to provide additional substantiation to a bank that a GDPOA is valid.  

Is Your Trust Dated Before 2007?

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 consideration be made to update any trust that was dated before the Ohio Trust Code went into effect.

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