by Nancy A. Roberson | Aug 30, 2019
Let’s face it…as we age, we need help. Admittedly, many of us need help despite not having aged! I recently finished an emergency job requiring a quick amendment to a trust to enable a client’s children to sign checks for her because Client had a...
by Nancy A. Roberson | Jul 16, 2019
Most people assume the phrase “estate planning” involves having wealth. That assumption couldn’t be any further from the truth. Estate planning simply means that you are preparing for the unexpected and inevitable. Death does not discriminate according to...
by Nancy A. Roberson | Jun 6, 2019
I’m writing this after meeting with yet another client who was surprised, upon seeing his birth certificate for the first time, that the name he was using was not the same as the name in his birth certificate. For example, my friend Betty Schwab, who is also a...
by Nancy A. Roberson | Apr 25, 2019
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 | Apr 5, 2019
Social media, a term that didn’t event exist until the late 1990s, is now something that influences almost every teenager every day. Long gone are the days when teenagers’ biggest influencers were MTV and “Seventeen” magazine. Digital asset...
