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 | Nov 20, 2020
A recent Ohio State Bar Association Digest post discussed how a bank required probate paperwork for the estate/trust representative to enter the safe deposit box to obtain the Will and securities in the safe deposit box, even though the securities were titled in the...
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 | 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...
