PROBATE AVOIDED

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...

STRESS TEST 2021

By Tim Barkley. January 2021. 2020 hindsight. That’s when we look back and try to see more clearly than we could in the moment. Stress test. That’s when we test ourselves to see if we’re fit and healthy, so we can fix what’s wrong before it’s too late. 2020 was our...

MYTHS AND MISUNDERSTANDINGS

By Tim Barkley.  September 2020. “If I don’t have a will, the State will get everything when I die!” “I don’t need a will, because everything is going to my spouse!” “If I have a will, my estate doesn’t go through probate!” “I need a living trust, so I can avoid...

NOW WHAT?

By Tim Barkley. August 2019. The phone rang. The voice on the other end was subdued, but firm. “This is Ricky. You met with Susan and me about our mother. My wife just passed away.” Pause. “She had a heart attack and died at work yesterday. I need to know what to do –...

NEW YEAR’S PLANNING

By Timothy S. Barkley, Sr. January 2018. With the opening of each year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already!  Because we are time-bound mortals, the change of seasons reminds...