by Nancy A. Roberson | Dec 10, 2020
Many of you may be seasonal residents in Florida or another warmer state. In fact, due to COVID-19, some of you who don’t normally leave Ohio in the winter may be considering flying south for the winter. With many people working and schooling from home, the...
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...
by Nancy A. Roberson | Feb 26, 2018
Financial institutions are becoming increasingly finicky about General Durable Power of Attorney (GDPOA) documents. The GDPOA documents that we write at Roberson Law are 11 pages long in order to cover all of the bases, yet there are instances when we are still asked...
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...
by Nancy A. Roberson | Jul 23, 2013
Although Ohio law does not limit the age of a Power of Attorney (POA), financial institutions often enforce their own rules about this document. Unfortunately, because Ohio has no law requiring any business to accept a Power of Attorney, some banks, financial...
