by Nancy A. Roberson | Dec 6, 2022
We deal with a lot of grief at our office due to the areas of practice we handle. For many of our dear clients, the holidays are a painful reminder of the loss of their loved one. Northpoint church has an online service on Thursday, December 8th, specifically to...
by Nancy A. Roberson | Nov 4, 2022
We won! We are shocked, humbled, and speechless. We didn’t even know about this contest and were nominated without our knowledge, which was the first surprise. After that, we found out that an overwhelming amount of people voted for us online to win. Thank you...
by Nancy A. Roberson | Oct 5, 2022
Check out the interview of our partner, Kristina Rainer, about financial elder abuse, which was just published in the Sunday edition of the Dayton Daily News. If you work in the financial industry, work with senior clients, or have elderly loved ones,...
by Nancy A. Roberson | Sep 1, 2022
Banks, brokerage firms, and investment companies are cracking down on the policies pertaining to a person’s use of a General Durable Power of Attorney (GDPOA) to conduct account changes or transactions on behalf of the account holder. Changing beneficiary...
by Nancy A. Roberson | Jul 6, 2022
Thank you to the City of Kettering for acknowledging all of the hard work that we have done on our property and grounds over the past eight months. Commercial – Roberson...
