PROBATE AVOIDANCE ON A BUDGET

PROBATE AVOIDANCE ON A BUDGET

Probate Avoidance on a Budget. December 2016. [As published in Frederick’s Child] We shook hands and sat down. “Now, if I understood you correctly when you called to set the appointment, you are here to talk about wills.” “Well,” ventured the husband, “wills or trusts – I’m not sure what we need. We hear a lot about trusts.” The wife nodded. “My brother has a trust and says everybody should have one.” The lawyer pondered. “Trusts are a...

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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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THANK YOU, MOUNT AIRY!

THANK YOU, MOUNT AIRY!

This is a wonderful place to raise a family, to build life and a business, and to make friends. Thank you, Mount Airy, for twenty delightful years. We look forward to many more.

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FREE RIDE

FREE RIDE

By Tim Barkley. March 2014. Susan caught the lawyer by his elbow in the restaurant. “I thought that was you. Can I ask you a question?” “Sure,” he replied, “what’s on your mind?” “I was talking to a friend who told me that we should put Mom’s houses and money in a trust so that a nursing home won’t take everything.” “Here’s the scoop,” the lawyer told her....

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FLIP-FLOP

FLIP-FLOP

By Tim Barkley. August 2013. “Hi, Susan!” The attorney appeared to be talking nonsensically to himself, but everyone who saw him pacing outside his office could make out the telltale flashing blue light at his ear that indicated otherwise. “Late-breaking news! I’m going to be frank: you’re not going to like this but hear me out. “I just heard from your mother’s court-appointed lawyer, and she says that,...

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