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...
By Tim Barkley. July 2016. “My wife just passed away,” the client said, matter-of-fact mien betrayed by a moistening of the eyes. “She was my power of attorney and executor of my will. I think I need new papers.” “I’m sorry to hear,” the lawyer replied. “When did she...
By Tim Barkley. March 2016. The smartphone on the desk erupted in a coruscant display and intermittent insistent buzzing. The readout said “Mrs. Jones.” “Good afternoon, this is Tim,” intoned the lawyer. “How can I help you, Mrs. Jones?” There was a silence. “Hello,...
By Tim Barkley. February 2016. In beginning the estate planning process, your estate planning attorney should begin by getting to know you. Planning is for people. It is not a technician’s exercise in efficiency, though it must be both effective and efficient....
By Tim Barkley. January 2016. The voice on the lawyer’s phone was generally steady, but shook now and then. “This is Mrs. Jones. My husband just died last week. What do I need to do?” The lawyer offered condolences – even though he had not known the Joneses, he...
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...
