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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KEEPING CURRENT

KEEPING CURRENT

Are you really as prepared as you hope you are? If your will is yellowing with age, if your power of attorney has your old address on it… then consider updating your documents.

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WHY DO I NEED A LAWYER?

WHY DO I NEED A LAWYER?

By Tim Barkley. July 2017. “Why do I need a lawyer? I can just download a will from the Internet.” The technology has changed, but the question has been around seemingly forever. Twenty years ago, the will was a “freebie” on tax software, or was included in a software package bought at an office supply store. Before that, it was a form purchased at the stationery store, with blanks to be filled in by hand or on a...

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YOU HAVE THE POWER

YOU HAVE THE POWER

You Have the Power. June 2017. By Timothy S. Barkley, Sr. The phone rang. The voice was urgent. “My son is away at school and was just in an accident. I called to see how he was and the doctor said that because John is 19, he can’t talk to me without a signed power of attorney or a HIPAA release form. Can you help me?” “Is your son able to sign papers?” “They won’t tell me, and they say he can’t talk on the phone.” “I guess you’ll have to go...

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