CONSTRUCTING A PLAN

CONSTRUCTING A PLAN

By Timothy S. Barkley, Sr. May 2018. Our last installment ended with our intrepid caregiver, Elizabeth, lamenting, “That’s what scares me.  Who can help me put together a plan?” Her attorney nodded.  “It is a scary situation.  The thought of your mother coming home from rehab to an apartment that she can’t access, living alone there with your father who has become unable to handle life’s realities, is frightening.” Elizabeth...

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MEET THE JOHNSONS

MEET THE JOHNSONS

By Timothy S. Barkley, Sr. March 2018. The bell on the outside doorknob jangled, startling the attorney out of his reverie. It had been a long day, and there was another client appointment pending. He straightened, stretched and strode to the waiting room. A middle-aged couple stood waiting there. He held out his hand, introducing himself. They reciprocated, “Albert Johnson, but you can call me Bertie.” “Elizabeth Johnson, and please...

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THEIRS

THEIRS

Theirs.  March 2017 By Timothy S. Barkley, Sr. Pleasantries over, they addressed the issues at hand. “We’ve decided” she said, “half to his kids and half to mine. So, because he has 2 kids and I have 3, but one is both of ours, it should be 5/12 to Gavin, 25% to his son, and 1/6 to each of my two from my first marriage.” “That’s right,” he affirmed. “But my son is getting my 401(k), so that’s his 25%.” “Whoa!” interrupted the lawyer. “I’m just...

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US’NS

US’NS

Us’ns.  February 2017 By Timothy S. Barkley, Sr. “Let’s start with your retirements,” the attorney continued from last week’s article (available online at http://barkleylaw.com/his-hers-and-ours-0117) … “Do you have a prenup?” The clients shook their heads. “I’m not a fan of building escape hatches into marriages,” the attorney confided, “but if you’ve agreed about things like 401(k)s and IRAs, it’s good to put those agreements in writing. That...

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HIS, HERS AND OURS

HIS, HERS AND OURS

His, Hers and Ours. January 2017 “So,” the attorney queried, “are all the kids the children of both of you? Are there any children of either of you that aren’t the children of both of you?” The husband replied, “I have one from my first marriage, and she” gesturing toward his wife “has two from hers.” She nodded, and interjected, “and we have one together.” “His, hers and ours,” the attorney observed. “That makes this ‘interesting.’ “Tell me...

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