Roberson Law Specilizing in Estate Planning, Probate & Trust Law

Roberson Law News

News that you can use:
Are your ICE numbers in your cell phone?
ATTENTION!
Updated in 2009: Ohio Health Care Directives Forms
 
Please note: The changes to the forms in the latter part of 2009 related only to formatting and did not change any substantive content.  You do not need to update your Living Will or Health Care Power of Attorney unless they are dated before 2004.
birdDo you Tweet?

 Follow us on Twitter under the name of Ohioeplawyer!
SavingsJanuary/February Incentives

 
  • $100.00 off (single people get $50.00) the price of a comprehensive estate plan package for new clients. 
  • 10% off all invoices in February for any current client who schedules an appointment to get his/her estate plan reviewed. (We recommend a review every five years or when a new president comes into office.) 
  • As a reminder, we accept credit cards and offer no interest payment plans for those experiencing a financial hardship.  
  • Members of the clergy and those who are in missions are entitled to a 50% discount. (Some restrictions apply.)
     
Start the New Year off with peace of mind...
Are your ICE numbers in your cell phone?cell phone
 
Because we are a firm with a mission to help people prepare for the unexpected, we also feel obligated to inform our clients when we learn of new ways to take the necessary precautions to plan for an emergency. 
 
Our last newsletter included an article about the State of Ohio's Next of Kin Notification Form that is offered by the BMV.  There was such an overwhelming response to the article that we decided to write another piece about a similar topic relating to making sure that paramedics and police officers have the most information available to them if you get into an accident.
 
In case you didn't know, ICE is an acronym that stands for "In Case of Emergency."  This is an acronym that medics have been starting to look for in the address books of accident victims' cell phones to find the contact information for the person or persons who would make medical decisions for the victim.  In addition to entering the contact information of these people under the acronym ICE, medics also suggest that you indicate any special medical conditions or allergies you may have or medications that you use.
 
Taking a few minutes to enter your ICE numbers into your cell phone might save your life and will ensure that no time is wasted when paramedics are trying to determine who to contact if you are in an accident and are unconscious or unresponsive.  Entering these numbers is easy and free, so why not do it right now?  If you get into an accident, you never know how this simple action might impact your outcome, so please don't hesitate in taking this precautionary step today.
Need a Speaker for your next event?
 

Speaking

Did you know that Nancy Roberson is an author and frequent speaker to various non profit, civic and religious organizations?

We provide professional speaking services at no charge, but just ask that there be a minimum of ten people at the event.

If you would like Nancy to speak for your organization, club, or house of worship, please call our office at 937.643.2000 and ask to speak to Amy Cary to book Nancy for your event.
 

 
Our mission is to  provide excellent, compassionate legal services to help people plan for the unexpected and prepare for the inevitable.

 

DBJ logo

A reporter discusses the future of estate taxes with Nancy Roberson to gain her insight and viewpoint on the controversial subject.

DBJ picture







 
Read the article here.
If you die, do you know who will care for your minor children?
 
According to a survey conducted by Harris Interactive for a study on behalf of LexisNexis Martindale-Hubbell, 55% of people do not have a Will. 
 
Considering that getting a Will is one of the most important things that you can do to protect and provide for your children, we are shocked at those findings.
 
At Roberson Law, we understand that you may be working hard just to keep up with your bills.  You may feel that you don't have any significant assets to speak of.  You do, however, have the most important asset of all, your family.  Consider this: if you were to die without a Will, the probate court could make the decision about who would care for your children after your death.  Does that give you peace of mind?  Probably not. 

Obtaining a complete estate plan may not be at the top of your priority list; however, we encourage you to at least get a Will to name the Guardian of your children if something tragic happens to you.  Don't delay.  You owe it to your children.

Attention Grandparents!
Roberson Law clients, you've taken care of your immediate family by getting your estate planning in order...now what about your extended family?  Who would you want to take care of your grandchildren if their parents suddenly died without a Will?  Encourage your children to get their affairs in order.  Not doing so could mean just as much heartache for you as it could for your grandchildren. 
 
Share our "Extended Family" discount with your children!  Ask your children to call the office for more details.  They receive a  discount with your referral.  So, if you want to do more to help your family be prepared, consider leveraging our Extended Family discount to help them do so. 

 
Michele K. Keith, Successfully Integrating an IRA with a Trust, in The Marvin R. Pliskin Advanced Probate and Estate Planning Seminar Manual 5.1 (Ohio State Bar Association Continuing Legal Education 2009)
Estate Planning Dayton Ohio 

Nancy Roberson's Upcoming Speaking Engagements:

February 27, 2010, Nancy will give her "Are You Prepared" presentation at St. Leonard in Pott Hall from 9:00 to 10:30 a.m.  This event is free and is being offered by a local financial adviser, who will provide a continental breakfast for attendees to enjoy during the presentation.  Please RSVP to 937.312.2702. 
 

March 15, 2010, Nancy will speak for the Alzheimer's Association's Care Giver Series on Early Stages.  Please call 937.291.3332 for more information.


March 25, 2010
, Nancy will speak in Centerville on Estate Planning for St. Leonard's Family Educational Series.  Please call 937.439.7152 for more information.

March 29, 2010, Nancy will speak for St. Albert the Great Catholic Church.

 
You may also go to our speaking calendar on our website for more information on these and future events.
Employee of the Quarter
Cheryl Lail, Document Legal Assistant, has been named Employee of the Quarter.  Cheryl has worked Cheryl Lailat Roberson Law for the past eight years and is in charge of initializing and executing the signing of all estate planning documents.  In 2002, Cheryl started as Nancy Roberson's secretary and was promoted in 2007 to her current position due to her strong attention to detail and great customer service skills.

Cheryl lives in Farmersville and is the mother of three children, Cody, Grace, and Clayton.  She has been married to her husband, Jeff, for twenty-one years.  She enjoys scrapbooking, reading, shopping, and spending time with her friends and family.  Thank you, Cheryl!
 Want more information about our staff and the services we offer? Click here
to view our informative, interactive website and our new video on YouTube
 
Estate Planning, Probate Law, Wills, Trusts in Dayton Ohio