By Tim Barkley. March 2026. Q: My spouse just died. What do I need to think about? A: I’m so sorry to hear. You need to contact his life insurance and retirement benefits administrators, and claim any benefits due you, including rolling over his 401(k) or IRA to a...
February 2025 Q: Do I need a trust? I’ve heard that I need one to avoid “probate.” What is “probate”? A: There are many reasons to use a trust, but you shouldn’t need to pay the fees for a trust just to avoid probate, the legal system that gets dead people’s stuff to...
May 2024. The vacation is all planned, tickets bought, pet sitters engaged, but … “Hon, did we ever sign that will?” “What will? The one you downloaded? No, because we could never figure out the thing for the kids’ money.” “Oh, yeah. Well, do you want to pull it up...
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...
By Tim Barkley. March 2020. Jack and Jill (not their real names) were sipping coffee when the attorney came into the conference room. “Thanks for calling,” the attorney greeted them. “I understand you want to update your estate plan.” “Well, really, we want to create...
