IMPORTUNITY KNOCKS

IMPORTUNITY KNOCKS

By Tim Barkley. November 2016. Elderly and alone, my client had faced the future with fear. Widowed and childless, she relied on her money to secure her the attentions of her neighbors and nieces. Money was the carrot; the stick was her threat to write them out of the will. Ambitious and unscrupulous, some of the recipients believed they had found an opportunity too good to pass up. They became perpetually importunate, sad faces masking an...

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REWRITES

REWRITES

By Tim Barkley. July 2016. “My wife just passed away,” the client said, matter-of-fact mien betrayed by a moistening of the eyes. “She was my power of attorney and executor of my will. I think I need new papers.” “I’m sorry to hear,” the lawyer replied. “When did she die?” “Around Valentine’s day,” the client clarified. “The kids and I have been working through things and I think this is the last thing I need to do.” “So was everything in joint...

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GETTING TO KNOW YOU – ESTATE PLANNING PROCESS

GETTING TO KNOW YOU – ESTATE PLANNING PROCESS

By Tim Barkley. February 2016. In beginning the estate planning process, your estate planning attorney should begin by getting to know you. Planning is for people. It is not a technician’s exercise in efficiency, though it must be both effective and efficient. Planning is about you and your values, not about taxes or money or assets. Your assets, money, and tax situation should be aligned with your values, and not the other way around....

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FLY AWAY

FLY AWAY

Is your will up-to-date? Does it adequately provide for your assets and your loved ones?

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MYTHS AND MISUNDERSTANDINGS

MYTHS AND MISUNDERSTANDINGS

By Tim Barkley.  December 2014. “If I don’t have a will, the State will get everything when I die!” “I don’t need a will, because everything is going to my spouse!” “If I have a will, my estate doesn’t go through probate!” “I need a living trust, so I can avoid probate! That lady on TV said so!” The author addresses these and similar misunderstandings on a daily basis. Some are alarmist, some induce heedless complacency; all can lead to bad...

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