HOME ALONE II

HOME ALONE II

By Tim Barkley. October 2016. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries. This month’s article offers practical steps to ease the task of your surviving nieces, nephews, friends or other loved ones as they try to sort out your affairs. First, and most basically, be sure your estate planning documents are up-to-date, and that...

Read More

HOME ALONE

HOME ALONE

By Tim Barkley. September 2016. 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 children presents a special challenge to the planning professional, and requires ingenuity and resourcefulness to avoid the traps for the unwary. The parents of the “typical American...

Read More

YOU GOTTA BE KIDDING!

YOU GOTTA BE KIDDING!

By Timothy S. Barkley, Sr. October 2015. “You gotta be kidding!” Her voice was excited as she looked down at the test results. “We’re pregnant! After trying and trying … we’re finally pregnant!” He smiled and grasped her hand, squeezed softly. Their eyes met and both chorused “Now what?” Fast-forward nine months. A little bundle of joy has descended into their lives and transformed them and their relationship. The baby’s room is decorated, the...

Read More

THE NURSING HOME

THE NURSING HOME

The bill from the nursing home is enormous. In Maryland it averages about $8,000 per month, or about $100,000 per year.

Read More