by Nancy A. Roberson | Nov 15, 2019
The title of this article is a common misconception that people have about avoiding probate. A person will assume that just because he has been designated as his parent’s Agent in his parent’s Power of Attorney (POA) that he will have access to his...
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 | Mar 7, 2019
After practicing for over fifty years, Attorney James Brennan has decided to retire and pass the baton to Nancy Roberson. James has had hundreds of clients over his career and so he needed another experienced attorney to whom he could refer his clients after he...
by Nancy A. Roberson | May 16, 2018
We are in the business of helping people prepare and plan for the inevitable, so every year we write an article advising our clients about what not to do when it comes to death and disability planning. The mistakes we have seen people make throughout the past 30...
