by Nancy A. Roberson | Jun 6, 2019
I’m writing this after meeting with yet another client who was surprised, upon seeing his birth certificate for the first time, that the name he was using was not the same as the name in his birth certificate. For example, my friend Betty Schwab, who is also a...
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 | Jan 20, 2016
As many of our clients already know, a comprehensive general durable power of attorney is an effective estate planning tool to authorize another person to act on one’s behalf in the event of disability or incapacity. In an effort to improve the usefulness of a power...
by Nancy A. Roberson | Feb 13, 2015
The Ohio Statutory Forms for the Health Care Power of Attorney (HCPOA) and Living Will have been updated for the first time since 2010. Three significant changes have impacted the new forms. The first change is that two full pages have been added to the HCPOA for...