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
Blog
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?
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
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
In our law practice, like many others, we stress the use of legal documents as…
rothbaconmoonMarch 24, 2025
Sucessor Trustee/Executor Duties
Your dad died and you have been named the executor or the trustee. What is…
rothbaconmoonMarch 24, 2025
Business Entities
If you are currently operating a business in Florida or Ohio, you already have a…
rothbaconmoonMarch 24, 2025
Second Marriages
People are living longer today. Many are remarrying to fully enjoy the second half of…
rothbaconmoonMarch 24, 2025
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
Sometimes I am approached with the question: Why do I need a Power of Attorney?…
rothbaconmoonMarch 24, 2025
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
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
Now that you’ve inquired into the process of estate planning and the actions you need…
rothbaconmoonMarch 24, 2025
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?
In the last several years there has been a shift in most estate planning offices.…
rothbaconmoonMarch 24, 2025
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
In past articles we have discussed some of the foundation blocks of creating trusts. Primarily…
rothbaconmoonMarch 24, 2025
IRAs and Charities
Anyone working with our office knows it is our challenge and goal to never go…
rothbaconmoonMarch 24, 2025
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
In the last several months, I have received calls about individuals with an illness or…
rothbaconmoonMarch 24, 2025
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
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?
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?
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?
In Estate planning, QTIPs are not devices used to clean your inner ear; the term…
rothbaconmoonMarch 24, 2025
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
At Roth & Bacon, we work with many clients and their business entities—all the way…
rothbaconmoonMarch 24, 2025
ADVANTAGES AND DISADVANTAGES OF GIFTING
DEFINITIONS It is always best to start the discussion of any topic by first defining…
rothbaconmoonMarch 24, 2025
