NEW YEAR’S PLANNING

NEW YEAR’S PLANNING

By Tim Barkley. November 2014. With the closing 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 ones for...

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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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SURPRISE!

SURPRISE!

By Tim Barkley. June 2013. Susan’s voice was urgent: “I’m at my mom’s place at the assisted living. The social worker just told me that Mom signed a new power of attorney and replaced me. Our sister Mary, who hasn’t been around or spoken to Mom for years, is the agent. The social worker said Mary showed up last week, and she thinks Mary brought a lawyer here to have Mom sign the power of attorney. Can she do that?...

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