HOME ALONE II

By Tim Barkley. February 2020. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries.  This month’s article offers practical steps to ease the task of your...

HOME ALONE

By Tim Barkley. January 2020. Estate planning is often discussed in the context of the “typical American family” – Mom, Dad and 1.8 happily adjusted children.  But what if that’s not you? Planning for unmarried, divorced or widowed clients who have no...

HOME ALONE II

By Tim Barkley. October 2016. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries. This month’s article offers practical steps to ease the task of your...