by Leonard Baer | Jun 29, 2021 | Aging, Articles, Estate Planning, Financial Planning
All women, married, widowed, divorced, or single; homemakers, caregivers, professionals, or business owners need to understand estate planning and have a plan of their own in place. As a result, there is an increased need to plan for physical and/or mental incapacity...
by Leonard Baer | Jun 22, 2021 | Aging, Blog, Retirement
Over the past two weeks, I spoke to two clients who have become friends. I remember several months ago, talking to them about their upcoming retirement, their goals in retirement and their joy at looking forward to that date. They were going to travel, spend time with...
by Leonard Baer | Jun 11, 2021 | Blog, Estate Planning
How many times are we asked to sign things, and then just go ahead and sign? We go to restaurants and sign credit card receipts, but do we really review the bill? Do we read the fine print in a sales contract? We sign things all day and most of the time, we are...
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