JUST ANOTHER ESTATE PLAN

JUST ANOTHER ESTATE PLAN

By Timothy S. Barkley, Sr. December 2017. “So first, I need to know a little about you. Married?” “Yes.” The hirsute gentleman nodded his head. “Will your spouse be joining us?” “No,” he said, “this is something I need to get done real soon. I leave for a business trip in a week and want this signed before I leave. Can you do that? I’ve been putting this off for a long time and promised the wife I’d get it done before I go.” “When do you...

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OUR TOWN

OUR TOWN

By Timothy S. Barkley, Sr. November 2017. The man plucked at my elbow in the Post Office the other day.  “You’re that guy!” he exclaimed, “that guy who writes for the Messenger.”  Relieved that he had not mistaken me for some old enemy, I nodded and smiled. “Wait a minute, I know you!” said the lady in Wal-Mart a few weeks later.  “You write about wills for the paper.”    Pleased to be thus recognized, I allowed myself to be finagled into...

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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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