NEW YEAR’S PLANNING – PART 1

December 2022. Because we are time-bound mortals, the change of seasons reminds us of changes in our lives and of their fragility. 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...

MOM JUST WENT INTO A NURSING HOME

May 2022. They buttonholed the attorney as he was eating lunch. “Mom just went into a nursing home. We’re worried about the bills. Can the State pay for this? How do we make sure Dad doesn’t spend everything on the nursing home?” The attorney explains, “Medicaid is...

WHY DO I NEED A LAWYER?

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...

PROBATE AVOIDANCE ON A BUDGET

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...

TO TRUST… OR NOT

By Tim Barkley. July 2021. “Do I need a living trust? I’ve heard a lot about them, and my brother said I need to get one. He has one, and he says it helps avoid probate. What is probate, anyway?” A living trust is a useful tool for many situations, but is not needed...