Everywhere you turn these days, it seems you hear another advertisement for a company that can help you set up a simple will online, from the comfort of your own home. As an estate planning attorney, it’s pretty common for friends or acquaintances to say to me, “We need to get a will. Can we do it ourselves or do we need to use an attorney?”
As most people know, the number one sign of dementia for most people is significant memory loss, with the type of memory loss often being limited to short-term memory. Usually the people who notice the serious memory loss are family members who interact with the individual on a day-to-day basis.
- If your spouse died last 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.
Our practice sees many families over the months of November and December who struggle with coping during the holidays. Haven Behavioral Hospital of Dayton published an article about how to help manage stress and the emotional strain that can manifest itself during the holiday season, not only for the elderly, but also for the caregivers and family members of the elderly.
Read the entire article here: https://dayton.havenbehavioral.com/family-challenges-holidays/
We a pleased to announce that our law firm has been named a 2016 Law Firm 500 Honoree. Earlier this year we were nominated for our growth, operational excellence and commitment to client service. It is an honor to be included as one of the top one-hundred fastest growing law firms in America!
A recent survey of more than 2,000 people found that 64% of the people surveyed indicated that they don't have wills, according to an article published online by AARP. Many people are superstitious about planning for death. People fear that once they get the ball rolling on estate planning, something bad will happen. Time after time, however, our clients tell us that they experience such a sense of relief after completing their estate planning. The peace of mind far outweighs the fear involved in beginning the estate planning process.
Attorney Nancy Roberson was recently interviewed for the news show WHIO Reports, and one of the topics addressed was how old a person needs to be to do estate planning. Watch the interview here. The program contained almost 30 minutes of valuable advice about estate planning and discussed the topic of being prepared at any age for sudden illness or death.
There are yet again new changes in effect for the Ohio Medicaid program. The changes affect the criteria that the Ohio Medicaid Department uses to determine Medicaid eligibility.
Channel 7 news broadcaster Jim Otte recently interviewed Nancy Roberson on the news special WHIO Reports about wills, powers of attorney, and other estate planning issues. The program contains 30 minutes of valuable advice about estate planning and discusses the topic of being prepared at any age for sudden illness or death. Watch the video here: http://video.daytondailynews.com/WHIO-Reports-Estate-Planning-June-12-2016-B-30993165.
Banks, brokerage firms, and investment companies are cracking down on the policies pertaining to a person's use of a General Durable Power of Attorney (GDPOA) to conduct account changes or transactions on behalf of the account holder. Changing beneficiary designations can be an integral part of estate planning, and the task of doing so is sometimes executed by a person other than the actual account holder.