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A Legacy of Service: Roth Bacon Moon Hosts Open House to Mark New Chapter Uncategorized

A Legacy of Service: Roth Bacon Moon Hosts Open House to Mark New Chapter

Roth Bacon Moon Attorneys, LLC invites you to attend an open house at its Upper…

rothbaconmoonFebruary 10, 2026

Introducing Hunter J. Dickson: Our Newest Advocate for Estates, Trusts, and Business Law Blog

Introducing Hunter J. Dickson: Our Newest Advocate for Estates, Trusts, and Business Law

Roth Bacon Moon Attorneys is proud to welcome Hunter J. Dickson as our newest Associate…

rothbaconmoonNovember 17, 2025

Who Should Have an Estate Plan? More People Than You Think Estate Planning

Who Should Have an Estate Plan? More People Than You Think

Think you're too young or not rich enough for an estate plan? Think again. Anyone…

rothbaconmoonOctober 2, 2025

Why Do I Need an Attorney in the Age of Information? Estate Planning

Why Do I Need an Attorney in the Age of Information?

I have been asked this question many times.  Bear in mind that this question is…

rothbaconmoonMarch 24, 2025

Powers of Attorney in Ohio and Florida Fiduciary Issues

Powers of Attorney in Ohio and Florida

A power of attorney is document in which the principal (person granting the authority) grants…

rothbaconmoonMarch 24, 2025

What Is A Revocable Trust? Trusts

What Is A Revocable Trust?

Every year I begin with an explanation of what a living trust is and why…

rothbaconmoonMarch 24, 2025

Trust Challenges and Evolving Administrations: Relevance and Purpose Trusts

Trust Challenges and Evolving Administrations: Relevance and Purpose

In the 2014 movie, “Birdman”, Michael Keaton’s character struggles to stay relevant in a field…

rothbaconmoonMarch 24, 2025

The Parallel Path to the Probate Process Estate Planning

The Parallel Path to the Probate Process

In our law practice, like many others, we stress the use of legal documents as…

rothbaconmoonMarch 24, 2025

Sucessor Trustee/Executor Duties Fiduciary Issues

Sucessor Trustee/Executor Duties

Your dad died and you have been named the executor or the trustee.  What is…

rothbaconmoonMarch 24, 2025

Business Entities Business Entities

Business Entities

If you are currently operating a business in Florida or Ohio, you already have a…

rothbaconmoonMarch 24, 2025

Second Marriages Estate Planning

Second Marriages

People are living longer today.  Many are remarrying to fully enjoy the second half of…

rothbaconmoonMarch 24, 2025

Sailing Through Life Estate Planning

Sailing Through Life

There comes a certain time in each person’s life when he or she realizes that…

rothbaconmoonMarch 24, 2025

Powers of Attorney and Successor Trustees: Conflicting Fiduciaries Fiduciary Issues

Powers of Attorney and Successor Trustees: Conflicting Fiduciaries

Sometimes I am approached with the question: Why do I need a Power of Attorney?…

rothbaconmoonMarch 24, 2025

Personal and Business Liability Business Entities

Personal and Business Liability

A lot of clients start our meetings with “what can I do to protect myself…

rothbaconmoonMarch 24, 2025

Parent’s Finances Fiduciary Issues

Parent’s Finances

SOLICITATONS Two years after the process starts, the child discovers that mom or dad answers…

rothbaconmoonMarch 24, 2025

No Probate- Now What? A Step by Step Guide Estate Planning

No Probate- Now What? A Step by Step Guide

Now that you’ve inquired into the process of estate planning and the actions you need…

rothbaconmoonMarch 24, 2025

New ‘Eligibles’ in Medicaid Estate Planning

New ‘Eligibles’ in Medicaid

With the implementation of the Affordable Health Care Act comes many new persons who qualify…

rothbaconmoonMarch 24, 2025

What is Medicaid? Estate Planning

What is Medicaid?

In the last several years there has been a shift in most estate planning offices.…

rothbaconmoonMarch 24, 2025

Further Business Structures Defined Business Entities

Further Business Structures Defined

Last time we discussed corporations and how they operated. This current series of articles is…

rothbaconmoonMarch 24, 2025

Irrevocable Trusts and Their Uses Trusts

Irrevocable Trusts and Their Uses

In past articles we have discussed some of the foundation blocks of creating trusts. Primarily…

rothbaconmoonMarch 24, 2025

IRAs and Charities Estate Planning

IRAs and Charities

Anyone working with our office knows it is our challenge and goal to never go…

rothbaconmoonMarch 24, 2025

IRA Beneficiaries Estate Planning

IRA Beneficiaries

The Individual Retirement Account has been available since 1974. Most Americans today have some type…

rothbaconmoonMarch 24, 2025

I Don’t Need to Plan Estate Planning

I Don’t Need to Plan

In the last several months, I have received calls about individuals with an illness or…

rothbaconmoonMarch 24, 2025

Guardians- the Court Ordered Fiduciary Fiduciary Issues

Guardians- the Court Ordered Fiduciary

What is a guardianship? A guardianship is a legal relationship established by the court because…

rothbaconmoonMarch 24, 2025

Goals in Jeopardy Estate Planning

Goals in Jeopardy

Working with many people who are retired or planning to do so in the near…

rothbaconmoonMarch 24, 2025

With the Downturn in the Economy Is There Any Estate Planning Remaining to Be Done? Estate Planning

With the Downturn in the Economy Is There Any Estate Planning Remaining to Be Done?

Over a decade ago my partner and I made a commitment to shift the focus…

rothbaconmoonMarch 24, 2025

Do I Need to Review My Trust? Trusts

Do I Need to Review My Trust?

This article is for people who already have a revocable trust.  Now that the federal…

rothbaconmoonMarch 24, 2025

Do I Need to Q-TIP my Trust? Trusts

Do I Need to Q-TIP my Trust?

In Estate planning, QTIPs are not devices used to clean your inner ear; the term…

rothbaconmoonMarch 24, 2025

Costs of [Not] Having a Trust Trusts

Costs of [Not] Having a Trust

More and more frequently I am asked—why would I need a Trust?  I can accomplish…

rothbaconmoonMarch 24, 2025

Business Entities and Estate Planning: A necessary relationship Business Entities

Business Entities and Estate Planning: A necessary relationship

At Roth & Bacon, we work with many clients and their business entities—all the way…

rothbaconmoonMarch 24, 2025

ADVANTAGES AND DISADVANTAGES OF GIFTING Estate Planning

ADVANTAGES AND DISADVANTAGES OF GIFTING

DEFINITIONS It is always best to start the discussion of any topic by first defining…

rothbaconmoonMarch 24, 2025