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...
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...
July 2024. Q: I’m the court-appointed guardian for my brother. He just died. What do I have to do? A: I’m sorry, both that your brother passed away and that you have to go through all the steps required for the termination of a guardianship. First, you have 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...
April 2024. Q: I’m not married to my partner, but want to leave everything to my partner when I die. I’ve heard that there are huge taxes. What can I do? A: If you and your partner are “domestic partners,” the Maryland inheritance tax that levies a 10% tax when your...
