(301) 606-5905 tbarkley@barkleylaw.com Home Areas of Emphasis Brochures Client Documents Knowledgebase About Us Contact Us Estate Planning NEW ESTATE PLANNING CLIENT DOCUMENTS Estate Planning Information Form * Financial Inventory Worksheet * * Information on these PDFs can be typed in – file can then be saved, printed and/or e-mailed. Estate planning is about being a faithful steward of your assets, now and later. It’s about taking your responsibilities seriously, and doing whatever you can — NOW — to make sure you are fulfilling your obligations faithfully. At the Tim Barkley Law Offices, we are ready to serve you! Your first responsibility in planning your estate is to yourself and your spouse, if you have one, to see to it that you are provided for. This means using powers of attorney and living trusts; life and long-term care insurance; annuities and IRAs; and other means to be sure that your needs are met. Estate planning is not just for “then,” whenever that might be. It’s for NOW. Even the planning that’s for “then” — your plans to avoid taxes; your measures to keep your estate in the family; your options in distribution of family assets, whether farm or otherwise; and your other choices — must be done NOW. If you expect your estate to be an asset for the next generation, you must plan today. “LEAVING YOUR PLANNING TO YOUR CHILDREN IS LEAVING YOUR ESTATE TO THE IRS.” Estate planning is about you, your family, and your estate. It’s about doing whatever you can to be sure that your estate — everything you own and control — is used for the benefit of those you love. And estate planning is about life, not death. Estate planning is the way you can live on, in and through your family, your estate, your hopes and plans and dreams. You can live on, but only if you plan. NOW! For examples of estate plans in action, see the pdf documents below: Powers of Attorney Probate Avoidance Second Marriage Moderate Estate Taxwise Planning Maximized Planning and Maximized Planning Diagram ADDITIONAL DOCUMENTS Funding & Administration of Your Trust Execution Memo Terms & Conditions To set up your initial consultation with Tim Barkley, please contact the Tim Barkley Law Offices today. It’s time to Talk to Tim! The Tim Barkley Law Offices One Park Avenue – Suite 2H (Handicap Accessible) P.O. Box 1136 Mount Airy, Maryland 21771 (301) 829-3778 (301) 606-5905 (cell) Recently Added THE LAST WORD PROBATE AVOIDED POWERLESS PROBATE AVOIDANCE ON A BUDGET TO TRUST… OR NOT PROBATE: THE GOOD, THE BAD … (DON’T) DO IT YOURSELF! Call Today To Schedule Your Appointment 301-606-5905 Hours Mon – Thurs, 9am – 5pm Please call ahead to confirm availability, thank you! Home Areas of Emphasis Wills & Trusts Estate Planning Probate & Estates Elder Law Real Estate Business Brochures Client Documents Knowledgebase About Us Our Privacy Policy Terms & Conditions Contact Us Recently Added THE LAST WORD November 17, 2021 PROBATE AVOIDED October 20, 2021 POWERLESS September 15, 2021 PROBATE AVOIDANCE ON A BUDGET August 4, 2021 TO TRUST… OR NOT July 8, 2021 PROBATE: THE GOOD, THE BAD … June 2, 2021 (DON’T) DO IT YOURSELF! May 5, 2021 TOO LITTLE, TOO LATE April 7, 2021 UNHAPPY CAMPERS March 3, 2021 Ⓒ Barkley Law Offices 2003-2021. Web Design by Keir Knight