by Nancy A. Roberson | Jun 3, 2026
A common misconception is that a Will, Trust, or Power of Attorney that is prepared in one state will have the same effectiveness and powers in a different state. This is simply not true. All states are not created equal when it comes to death and disability planning....
by Nancy A. Roberson | Apr 19, 2023
HB339 pertains to our firm’s areas of practice because it expands Ohio law on the execution and terminology pertaining to last wills and testaments, declarations or living wills, durable powers of attorney, and transfer on death designation affidavits. For more...
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 | Jan 20, 2020
Because fraud is on the rise, financial institutions are becoming increasingly finicky about General Durable Power of Attorney (GDPOA) documents. The GDPOA documents that we write at Roberson Law are usually 11 pages long in order to cover all of the bases, yet there...
by Nancy A. Roberson | Jun 29, 2018
A large portion of our client base consists of families affected by the horrible diagnosis of Alzheimer’s Disease. When doing planning for a client with Alzheimer’s Disease, we have to take into consideration the client’s mental capacity to...