Take Caution When Making Transfers To Qualify for Medicaid!

We encourage people who don't have long term care insurance to develop a game plan years in advance for paying for long term care, a very costly expense that is not covered by Medicare or private health insurance.  This type of planning often involves transferring specific assets out of the name of the person who will be receiving the long term care so that, by the time that the care is needed, the recipient will be eligible for Medicaid to cover the costs of the care.

8 Important Estate Planning Actions That Don't Involve Getting A Will

Have you heard the saying that planning for death is about one notch above getting a colonoscopy on a person's to do list?

Most people who call our office for estate planning advice assume that getting a Will is the most important activity when doing estate planning.  However, based on over 30 years of practice in this specific area of law, we know that the prior assumption is not the always the case.  

Is "Do It Yourself" Estate Planning Legal?

Estate Planning, in simple terms, is the legal process that takes care of yourself and your property, both during your life and after your death. Estate planning is not synonymous with wealth planning.  A common misconception is that you have to have a lot of money in order to do estate planning, an area of law that requires an intricate knowledge of the probate, tax, and trust code, and how they all work together.

How to Avoid An Estate Battle With Heirs

If a Will has been drafted and executed properly by a qualified estate planning attorney, then the chances of heirs having an estate battle over an inheritance is minimized.  However, even when a Will has been prepared and executed properly, sometimes problems will happen anyway after a person's death.  

Make Sure Your POA is "Powerful"

Although Ohio law does not limit the age of a Power of Attorney (POA), financial
institutions often enforce their own rules about this document.

Unfortunately, because Ohio has no law requiring any business to accept a Power 
of Attorney, some banks, financial institutions, and real estate closing agents 
may refuse to accept a Power of Attorney due to its age.

Nancy Roberson becomes VA Accredited Attorney for Veterans

The U.S. Department of Veteran's Affairs just announced that they recognize Nancy Roberson as "an accredited attorney for the preparation, presentation, and prosecution of claims for Veterans benefits before the Department of Veterans Affairs (VA)."  The accreditation involves going through an application process that includes personal and professional references and job experience.

The Challenges of Living with Early Stage Alzheimer's

Managing Alzheimer's in its early stages can be very challenging for both the patient and the family members. Alzheimer's patients can learn coping mechanisms to try and manage the disease while family members attempt to care for the patient without destroying the patient's dignity. 

View a video about one family's journey through this challenging process.

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Personal Service Agreements: Getting Paid to Care for Your Aging Parents

A Personal Services Agreement (PSA) is a contract between two or more people. The purpose of a PSA is to provide a written contract for services in exchange for payment for those services. The services usually include care of a person (the recipient), such as bathing, feeding, and transportation, and care of a person’s property, such as bill paying and managing finances. A PSA can also enable the service-provider (the caregiver) to be reimbursed for out-of-pocket expenses incurred during the course of the caregiving. 


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