CHANGE OF PACE

CHANGE OF PACE

Change of Pace. November 2018. By Timothy S. Barkley, Sr. The threesome came through the door slowly, helping along Mom on her walker.  The attorney welcomed them back to the conference room, helped to seat Mom and stow her hardware.  The trio declined coffee or tea, but Mom accepted a glass of water. A tall middle-aged woman, obviously accustomed to her role as spokesperson for the group, provided introductions.  “I’m Susan, this is...

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ACHING JOINTS. SOLUTIONS FOR JOINT OWNERSHIP.

ACHING JOINTS. SOLUTIONS FOR JOINT OWNERSHIP.

Aching Joints. October 2018. By Timothy S. Barkley, Sr. “When my husband died, my kids wanted me to put them on the house.  I haven’t done it yet – should I?  My daughter lives locally, and she’s on my accounts so that if something happens to me, she can take over.” Mrs. Selby was visiting her attorney to discuss updating her will after the death of her husband of over forty years.  She was testing “conventional wisdom” against...

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BY HOOK OR BY…

BY HOOK OR BY…

By Hook Or By… September 2018. By Timothy S. Barkley, Sr. The phone rings a lot. “My sister who lives with Mom never lets me talk to Mom or see her. When I call she hangs up the phone, and if I come to her house she pretends nobody is home. She even disconnected the doorbell. I think she told Mom I was dead. I just went to the adult day care that I heard Mom was at, and she was there, so I took her out to lunch. She cried and told me she...

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NEW YEAR’S PLANNING

NEW YEAR’S PLANNING

By Timothy S. Barkley, Sr. January 2018. With the opening of each year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already!  Because we are time-bound mortals, the change of seasons reminds us of changes in our lives and of their fragility. Have you ever drafted documents at all?  If not, you should know that the State’s choices on your behalf are not usually the best...

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EXECUTOR 102: WHAT DO I DO NOW?

EXECUTOR 102:  WHAT DO I DO NOW?

By Timothy S. Barkley, Sr. October 2017. Uncle Herman has just died, and you have been duly selected as the Executor of his Last Will and Testament.  Hopefully, you were forewarned.  Congratulations. You must marshal, preserve, and distribute the assets of the Estate in accordance with the terms of the Will and the Law; and treat creditors, beneficiaries, and the taxing authority impartially.  This can be no small feat.   If you are also a...

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