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...

REWRITES

By Tim Barkley. July 2016. “My wife just passed away,” the client said, matter-of-fact mien betrayed by a moistening of the eyes. “She was my power of attorney and executor of my will. I think I need new papers.” “I’m sorry to hear,” the lawyer replied. “When did she...

FLY AWAY

By Timothy S. Barkley, Sr. June 2015. 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,...

WHAT MOM WENT THROUGH (END OF LIFE DECISIONS)

By Timothy S. Barkley, Sr. February 2015. “I don’t want to go through what Mom went through.” Pause. “I don’t want to put my kids through what we went through when Mom died. “When Mom had her heart attack, the ambulance crew did CPR and tried to bring her...

END-OF-YEAR PLANNING 2012

By Tim Barkley. December 2012. With each new year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already! Because we are time-bound mortals, the change of seasons reminds us of changes in our...