By Timothy S. Barkley, Sr. May 2015. “But I heard that the nursing home took everything when you went in. That’s what happened to my grandmother – she went in and they told her she had to sell everything and give it to them.” The attorney nodded. “That was one...
It was my pleasure to visit with Holly, the editor of Mount Airy’s Macaroni Kid newsletter, and help her construct a plan to protect her children if the worst were to happen to her and her husband. She was kind enough to share with her readers her impressions of...
By Timothy S. Barkley, Sr. April 2015. “Let’s talk about uncomplicating your estate plan. “When your plan was created in 2005, the federal estate tax exemption had just risen to $1.5 million. The Maryland estate tax exemption was $1.0 million. Do you have any idea...
By Timothy S. Barkley, Sr. March 2015. First, the phone call: “Can you look over our wills and trusts? It’s been a few years, and we want somebody to make sure they’re up-to-date.” Certainly. Let’s get together. Next week? The meeting. “We had this done about ten...
By Tim Barkley. October 2014. “Dad’s will leaves everything to me, but when I showed it to the bank they said I needed letters of something. Why can’t they just give me the money?” “Can’t I just go to the broker and cash in Mom’s account?...
