February 2024. Q: When I sign a power of attorney or will, who knows about it? A: Only you, your attorney, and anyone you tell. Your attorney can’t even disclose that he or she has met you, and certainly can’t disclose that you’ve signed a power of attorney or will,...
June 2023. Q: My Mom just died this morning. I have no idea what to do next. Can you help? A: I’m so sorry. Thank you for calling. The first thing to do is arrange the funeral and lay her to rest. If she left prearrangements or instructions, that makes things easier;...
May 2023. I’m making my daughter my executor and power of attorney. How do I make things easy for her? Make a list of your assets and liabilities like credit cards and mortgage, your accounts and their custodians – banks, brokers, benefits department – and your other...
November 2022. Q: My Dad died and his will says I get everything. Can I just go to the Register of Wills to get his bank accounts and car? Can I go to the courthouse to change the deed? A: For better or worse, it’s not that easy. This isn’t like the MVA, where you go...
By Tim Barkley. April 2021. The best-laid schemes of mice and men … The phone rings. “This is Tim Barkley.” “My dad just died and we found his will you drew up. It doesn’t look like he ever signed it. It says ‘DRAFT’ at the top. Can you check and see if he signed it?”...
