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. 

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.  


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