by Leonard Baer | Jul 14, 2023 | Articles, Estate Planning, Financial Planning
Many of my clients have asked about making gifts to their children or grandchildren as many are now graduating from college and beginning new lives. Graduates will soon be showered with gift cards and cash, but before giving cash or buying the latest Apple accessory,...
by Leonard Baer | Jul 14, 2023 | Aging, Articles, Estate Planning
A Power of Attorney is probably one of the most important legal documents that is prepared, as it gives someone enormous authority and responsibility to act on your behalf. Saying that, a common question I am asked, is under what circumstances can the power of...
by Leonard Baer | Jul 8, 2023 | Articles, Estate Planning, Financial Planning
Many of us have experienced or witnessed, familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place. Many people believe that all they need is a will, but a comprehensive...
Recent Comments