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...
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...
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...
By Tim Barkley. December 2019. Billy and Joan had lived across town. He was her only child, and as she grew older, helped with her care. Joan, a widow, had just been admitted to a nursing home with dementia. Immediately after her admission to the home, Billy suddenly...
By Tim Barkley. June 2019. The lawyer greeted Susan as she entered the office. She waved a large maroon notebook. “I think we might have found the trust. Is that what this is? It’s about a million pages long. We were going through some boxes in the basement...
