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...
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...
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? 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. 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,...
