Search

Roberson Law's 25 years of experience makes them the right choice for your estate planning needs

Estate Planning and Document Preparation

Many people have non-traditional family arrangements and they too want to ensure that their loved ones are provided for in the event of their death or disability.  Our staff can create a plan for your unique situation to assure your loved ones will be provided for in the manner you desire.

More ... 

Probate, Estate Administration & Guardianships

When a loved one passes away or is incapable of attending to their own affairs (declared legally incompetent), the probate court requires that certain documents be prepared to protect the best interest of the estate or guardianship. Depend upon our experienced team to ensure that the probate process runs as smoothly as possible for you.  

  • Help settling loved ones estate
  • Handling of financial issues
  • Protecting the well being of family members and loved ones'
  • Developing strategies to minimize estate taxes 

More ...

Adoption Support

We are experienced in adoption law and know how to deal with the issues involved with helping you build your family and keep your family intact.

Adoption assistance may be needed in these situations:

  • Interstate Adoptions 
  • Re-adoptions
  • Stepparent Adoptions
  • Grandparent Adoptions
  • Agency Adoptions

More ...

 Federal Gift and Estate Tax Inflation Adjustments for 2009

The Treasury has released inflation adjustments that may affect you in 2009.   Although there are several changes, here are the two that are the most relevant when doing gift and estate planning: 

  • The annual Federal gift tax exclusion amount is now $13,000.  The lifetime gift tax exclusion for 2009 remains at $1,000,000.
  • The Federal estate tax exclusion amount is now $3.5 million.  The tax experts speculate that this exemption will be frozen at $3.5 million after the new president takes office.

 

 

How Prepared Are You in case of death or disability - Let Roberson Law help you for the sack of your loved ones

Roberson Law Newsletter ArchiveView Prior Newsletters From Our Archive

 Speak With Us
  
 Need a Speaker?

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

Nancy combines legal advice with her personal story about the tragedy in her life that motivated her to pursue the area of estate planning and probate law. 

If you would like Nancy to speak at your organization, club, or house of worship, please call the office at 937-643-2000 and ask to speak to Judy Williams, or go to our speaking engagements page to view Nancy's speaking schedule.

  
 Testimonials

See what our clients are saying!

More...


A+ Rating

  
Created and maintained by WSI  Copyright 2009 by Nancy A. Roberson Co., L.P.A.   Terms Of Use  Privacy Statement  Login