by Nancy A. Roberson | Apr 20, 2015
A common misconception is that a Will, Trust, or Power of Attorney that is prepared in one state will have the same effectiveness and powers in a different state. This is simply not true. It is for that reason why we advise clients who are moving to or from another...
by Nancy A. Roberson | Mar 31, 2015
According to the Alzheimer’s Association statistics, in 2014, an estimated 5.2 million Americans of all ages have Alzheimer’s disease. One in nine people age 65 and older (11 percent) has Alzheimer’s disease, and of those with Alzheimer’s...
by Nancy A. Roberson | Feb 13, 2015
The Ohio Statutory Forms for the Health Care Power of Attorney (HCPOA) and Living Will have been updated for the first time since 2010. Three significant changes have impacted the new forms. The first change is that two full pages have been added to the HCPOA for...
by Nancy A. Roberson | Jan 16, 2015
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...
by Nancy A. Roberson | Dec 1, 2014
Over the years, we’ve fielded panicky phone calls from seniors about charitable solicitations they were receiving and from children whose parents were making inappropriate or excessive charitable contributions. Nancy Roberson remembers an “emergency” meeting...
