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Obama's Proposed Tax Changes Regarding Inherited Property

Many Estate Planning Attorneys, Financial Planners, and Accountants took note of the tax changes that President Obama recently proposed regarding capital gains taxes.  If these changes took place, people inheriting real estate could suffer great tax consequences for the property they inherit.  

Don't Make These 6 Estate Planning Mistakes!

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.

Roberson Law Wins Award for Business Supporter of the Year

May 8, 2015, Roberson Law received the Business Supporter of the Year award by Good Shepherd Ministries.  Good Shepherd Ministries Founding Director Dale Nieberding stated that Roberson Law was chosen to receive the award due to the integrity and Christian values that the firm exhibits in its business practices.

All States Are Not Created Equal When It Comes To Death And Disability Planning

A common misconception is that a Will, Trust, or Power of Attorney that is prepared in one state will have the same effectiveness and powers in a different state.  This is simply not true.  It is for that reason why we advise clients who are moving to or from another state to have their estate planning documents reviewed by an attorney who specializes in estate planning in the state where legal residence will occur.

Elder Law Update: Legal Issues Affecting People With Alzheimer's Disease

According to the Alzheimer's Association statistics, in 2014, an estimated 5.2 million Americans of all ages have Alzheimer's disease. One in nine people age 65 and older (11 percent) has Alzheimer's disease, and of those with Alzheimer's disease, the vast majority (82 percent) are age 75 or older.  These startling statistics mean that there are millions of Americans who are in danger of not having the mental capacity to sign legal documents.  

Elder Law Update: Does Mom Live With You? 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.

Nancy A. Roberson Selected by Cincinnati Magazine as a Five Star Estate Planning Attorney in Dayton

Over five hundred estate planning attorneys were originally looked at and then narrowed down to one hundred eight nominees. Only nineteen winners were chosen, after surveys were conducted and scored to determine the estate planning attorneys who provide exceptional service and overall satisfaction, resulting in an elite group of professionals. Nancy Roberson has been selected, and is named, as one of these elite professionals in the October issue of Cincinnati Magazine.

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