I NEED A LAWYER

I NEED A LAWYER

By Timothy S. Barkley, Sr. February 2018. “My brother said we should just download a will off the Internet for our mother, but that made me nervous. I didn’t understand it, and when I asked what things meant, he got mad at me. I don’t think he understood it, either.” I looked at the Will. It left everything to Mom’s three children, whom we will call A, B and C, and provided that if “any” of them died, the estate would be distributed to “their...

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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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JUST ANOTHER ESTATE PLAN

JUST ANOTHER ESTATE PLAN

By Timothy S. Barkley, Sr. December 2017. “So first, I need to know a little about you. Married?” “Yes.” The hirsute gentleman nodded his head. “Will your spouse be joining us?” “No,” he said, “this is something I need to get done real soon. I leave for a business trip in a week and want this signed before I leave. Can you do that? I’ve been putting this off for a long time and promised the wife I’d get it done before I go.” “When do you...

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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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EXECUTOR 101: SO YOU’RE AN EXECUTOR

EXECUTOR 101:  SO YOU’RE AN EXECUTOR

By Timothy S. Barkley, Sr. September 2017. You have just been notified that you are the executor of your uncle’s will – the uncle whose funeral you attended yesterday. Or, he didn’t die yet, but he confided that fact at the latest family gathering on the occasion of your parents’ golden anniversary. Or, perhaps you’re the uncle trying to decide on who to bestow that signal honor, as you rewrite your will after the...

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