April 2022. “Why do I need a lawyer? I can just download a will from the Internet.” The technology has changed, but the question has been around seemingly forever. Twenty years ago, the will was a “freebie” on tax software, or was included in a software package...
March 2022. “We need to update our wills,” he said. “Yes,” she added, “and we need powers of attorney, and medical directives.” The attorney nodded toward her. “Actually, those documents are at least as important as your wills. Your POAs and directives are used for...
February 2022. When I draft documents, I’m always trying to anticipate who might object and what they might object to. Then we draft around the anticipated objection. When we’re drafting a will, the rules are fairly clear and part of the public record – laws and...
January 2022. It’s a New Year! Does your Will still reflect your reality? Do your Powers of Attorney still empower the right people? Do you still trust your trustee? Do you still need that trust for your little children (who are now in their thirties)? If the answer...
By Tim Barkley. October 2021. We all sat down, appropriately distanced at opposite ends of the conference table. They began: “Our folks both died earlier this year, and we’re trying to sort things out. We really don’t know where to start.” “Sorry to hear,” responded...
By Tim Barkley. August 2021. We shook hands and sat down. “Now, if I understood you correctly when you called to set the appointment, you are here to talk about wills.” “Well,” ventured the husband, “wills or trusts – I’m not sure what we need. We hear a lot about...
