Roberta A Schreiber

I had never hired a lawyer before, so I asked some friends about their lawyers. Two of them said that I should see Roberta, who lives in my town. I was nervous when I called, but her secretary, Jeanne, was very friendly. Jeanne asked me some questions, to make sure that Roberta could handle my c...ase, and set up an appointment. She told me the first consultation was free. When I walked in, there was the cutest dog I have ever seen (he is Roberta's dog). His name is Sam. Jeanne asked me if I was ok with dogs. I was (I have three dogs), so I played with him until Roberta met with me. Roberta was very friendly and asked a lot of questions about me, my health, my children, and why I was meeting with her. It was very easy to talk to her. I told her I needed a Will. She explained that I should also have a Power of Attorney and Health Care Proxy. She asked me if I was concerned about protecting my house and savings if I had to go into a nursing home. I was glad she asked. I was worried about it, but didn't know how to ask about what I could do. I didn't want the State to take my housel. She told me about MassHealth, a program that pays for the nursing home. She asked if my husband (he died three years ago) was a veteran. When I said that he served in World War II, she said that I could apply for Veterans Aid and Attendance benefits if I needed money to pay home health aides to help me stay in my home. She also said that I should contact the local Elder Services Agency if I need help to stay in my home. She also explained that if I did no planning, all of my savings and my house could be lost if I had to go into a nursing home. She told me about deeding my house to my children with a life estate for me and setting up a trust that could not be changed. It was a lot of information. Roberta could tell I was confused, so she suggested that we have a second meeting, with my children there. She said that my children would be involved in my estate planning, and they should understand the ways I could protect my house and savings. We had a second meeting with my children at the meeting. After the meeting, we decided that the Trust (an irrevocable trust) was the best way to protect my home and savings. Roberta sent documents to me and my children with a letter explaining everything. I went over the documents with my children. I didn't understand some of the legal language, but my children did, so I felt good about signing the documents. We had a third meeting. Roberta explained everything again before we signed, to make sure that we understood and then we signed the documents. I am so glad I called her. I didn't think that an attorney would be that friendly. She did her best to make sure that I (and my children) understood the documents that we were signing. I admit I don't understand everything, but my children do. And I trust Roberta. I feel like that I did the right things to protect my home and my savings. Roberta is very smart and knows a lot about programs for older clients. My children also like her. My son is going to do his estate plan with her. I like everything about going to her office. There are bowls of candy and I really like her dog, Sam.