By Tim Barkley. November 2025. Q: I signed my will in another state. I wrote it out by hand. There are no witnesses, but it is notarized. Is it valid here? A: A valid Maryland will must be in writing, intended to be a will, signed by the “testator” (the person making...
By Tim Barkley. October 2025. Q: My will and powers of attorney are 30 years old. Do they need to be redrafted? A: Your documents don’t need to be redrafted just because of their age, but their might be other changes to the law, terminology, technology or societal...
December 2024 Q: I have established 529 plans for my grandchildren and have purchased life insurance policies on their lives. Is there anything else I need to do? A: Yes! You should do two things. First, since you’re the custodian of the 529 plans and owner of the...
November 2024 Q: Who are all these people mentioned in my documents? A: Allow me to clarify: Fiduciary – person who acts in a position of trust over another person or that person’s assets – everyone below is a particular kind of fiduciary. Trustee – fiduciary...
August 2024. Q: My mother just died. Do I need to do probate? A: If there was anything just in her name, with no living joint owner or beneficiary, then we have something that nobody owns. Nobody can take money out of a bank account that nobody owns; nobody can sell a...
