HOME ALONE

By Tim Barkley. January 2020. Estate planning is often discussed in the context of the “typical American family” – Mom, Dad and 1.8 happily adjusted children.  But what if that’s not you? Planning for unmarried, divorced or widowed clients who have no...

TIS THE GIFT

By Tim Barkley. December 2015. The text message was from Susan: “How much can my fiancé’s mom give away in a year?” I called her back. Some things are best handled in person. “What’s up?” “Thanks for calling right back! My fiancé’s mom wants to give money to her kids...