Author: Tim Burkart

The Second Time Around 1

The Second Time Around

This is a composite account of many cases we have worked on over the years.  The names and events have been changed to avoid disclosing confidential client information. Frank Sinatra says that love is wonderful the second time around, but the couples’ estate planning can be complicated.  Often, each person...

The Vacation Home – is it time to finally relax once escrow has closed? 2

The Vacation Home – is it time to finally relax once escrow has closed?

This is a composite account of many cases we have worked on over the years.  The names and events have been changed to avoid disclosing confidential client information. The out of state vacation home can be a wonderful family retreat – generating years of happy memories for your family.  Dennis...

What About Bob? 0

What About Bob?

This is a composite account of many cases we have worked on over the years.  The names and events have been changed to avoid disclosing confidential client information. Bob, age 73, retired 10 years ago after a successful career.  Martha, his loving wife, died five years ago.  They had two...

What About Bob? 0

What About Bob?

This is a composite account of many cases we have worked on over the years. The names and events have been changed to avoid disclosing confidential client information. Bob, age 73, retired 10 years ago after a successful career. Martha, his loving wife, died five years ago. They had two...

What About Bob? 0

What About Bob?

This is a composite account of many cases we have worked on over the years. The names and events have been changed to avoid disclosing confidential client information. Bob, age 73, retired 10 years ago after a successful career. Martha, his loving wife, died five years ago. They had two...