FUMBLING THE BUSINESS

By Tim Barkley. July 2020. “I have a buyer for my husband’s work van, and he can’t sign because he has dementia. We need the money. What can I do?” “We have a buyer for my mom’s business, but she just had a stroke and can’t sign papers. What do we need to do?” The...

HOME ALONE II

By Tim Barkley. February 2020. 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...

WHAT DO I NEED?

What Do I need? February 2019. By Timothy S. Barkley, Sr. The handshakes concluded, the Johnsons sit across from the lawyer. “We need to get wills. We’re both in our seventies, and we’ve never had a will. And we think we might need a trust.” Mrs. Johnson interjects,...

CHANGE OF PACE

Change of Pace. November 2018. By Timothy S. Barkley, Sr. The threesome came through the door slowly, helping along Mom on her walker.  The attorney welcomed them back to the conference room, helped to seat Mom and stow her hardware.  The trio declined coffee or tea,...

ACHING JOINTS. SOLUTIONS FOR JOINT OWNERSHIP.

Aching Joints. October 2018. By Timothy S. Barkley, Sr. “When my husband died, my kids wanted me to put them on the house.  I haven’t done it yet – should I?  My daughter lives locally, and she’s on my accounts so that if something happens to me, she can...