Elder Law Update: Does Mom Live With You? The Importance Of A Personal Services Agreement And Lease When Applying For Medicaid

Two documents that we often prepare in conjunction with Medicaid planning are the Personal Services Agreement and Lease. Both documents can be very important proof for substantiating the money paid to a caregiver, who is often a family member, so that the money paid to the family member does not have to be repaid in order for the Medicaid application to be approved.

Nancy A. Roberson Selected by Cincinnati Magazine as a Five Star Estate Planning Attorney in Dayton

Over five hundred estate planning attorneys were originally looked at and then narrowed down to one hundred eight nominees. Only nineteen winners were chosen, after surveys were conducted and scored to determine the estate planning attorneys who provide exceptional service and overall satisfaction, resulting in an elite group of professionals. Nancy Roberson has been selected, and is named, as one of these elite professionals in the October issue of Cincinnati Magazine.

Dangers of Executing Your Own Will

The employees of our firm are big proponents of saving money and being good stewards of your assets. However, many people confuse being cheap with being wise managers of their money. There is definitely a difference between the two actions. That is why we are reminding you to take caution when not seeking a qualified, state-specific lawyer to draft your estate planning documents in an effort to save money.

Make Your Passing Easy on Heirs: Do Your Estate Planning!

Many people do estate planning for reasons like avoiding probate, minimizing estate taxes, and bequeathing charitable gifts; however, another important reason is often overlooked. Doing estate planning for the purpose of making things easier on heirs is enough motivation for some people due to the legal battle that often ensues when a person dies before getting their affairs in order.

May is National Elder Law Month

National Elder Law Month is sponsored by the National Academy of Elder Law Attorneys (NAELA), a group of Elder Law Attorneys of which our firm is a member. During Elder Law Month, NAELA members across the country offer public seminars, workshops, and other activities designed to educate the public. All of the attorneys at our firm will be speaking for these types of events every week during the month of May at various locations. Following is a list of all the events where our attorneys will be speaking this month.


Subscribe to Front page feed