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Preparing for Your First Estate Planning Meeting

First Appointment Checklist: Documents You Need

 Hi, my name is Rachel West and I am the paralegal at Lavin Law Group. When you come in for your first meeting, some things that you’ll need to bring with you are: * A list of all your children and your beneficiaries, including their address, their birthday, and their relationship. * Your driver’s …Read More

Understanding the 5-Year Medicaid Look-Back Rule

The 5-year Look-Back Period for Medicaid Eligibility

 Hello, my name is Christie Doss and I am the Medicaid specialist at the Lavin Law Group. Often I am asked about the five-year look-back period for Medicaid eligibility. The five-year look-back period is the date five years back from my Medicaid application. The county will look at any transactions made within five years …Read More

Navigating Long-Term Care and Medicaid Estate Recovery

Long-Term Care Planning

 Hello, I’m Christopher Lavin, an attorney with the Lavin Law Group. We are an elder law firm here in Lebanon, Ohio. Elder law is both traditional planning—good old-fashioned estate planning—but also long-term care planning. And long-term care planning is qualifying someone for the expense of a nursing home. That’s done through Medicaid. It’s a …Read More

Essential Estate Planning Documents for Every Adult

The Documents Every Adult Should Have

 Hi, my name is Kathy. I am a legal assistant here at the Lavin Law Group. One question we get asked quite frequently is: what documents should every adult have? So, I’m going to talk to you today a little bit about those important documents. We’ll start off with the financial power of attorney. …Read More