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.
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.
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.
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.
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.
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.
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.
Are you getting divorced, obtaining a dissolution, or annulling your marriage? If so, then you should consider reevaluating your estate planning documents as soon as possible.
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.
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.