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  • About Roberson
    • Our Firm’s Heritage
    • Meet the Team
    • Testimonials
    • Awards and Honors
  • Our Services
    • Estate Planning & Document Preparation
    • Probate, Estate Administration, Guardianships
    • Elder Law
    • Explaining Long Term Care
    • Professional Fiduciary Services
  • FAQ
  • Resources
    • Support Services
    • Choosing the Right Lawyer
    • Newsletters
  • Blog
  • Speaking Engagements
  • Contact Us

Will Your Financial Institution Accept Your Legal Documents?

by Nancy A. Roberson | May 26, 2016

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...
Roberson Law, Estate Planning Attorney, Kettering, OH
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