May 2023. I’m making my daughter my executor and power of attorney. How do I make things easy for her? Make a list of your assets and liabilities like credit cards and mortgage, your accounts and their custodians – banks, brokers, benefits department – and your other...
November 2022. Q: My Dad died and his will says I get everything. Can I just go to the Register of Wills to get his bank accounts and car? Can I go to the courthouse to change the deed? A: For better or worse, it’s not that easy. This isn’t like the MVA, where you go...
September 2022. Q: My spouse just died. I want to put my children on my house to protect it, so there’s someone there in case something happens to me. What do I need to do? A: There are several ways to set up the title of your home so that it will pass to your...
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...
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...
