by Leonard Baer | Aug 18, 2026 | Blog, Monthly Blog, Retirement
There it was again. Just the other day, a client looked at me and asked the question I seem to be hearing with increasing regularity: “So, when are you going to retire?” Holy moly. Do I look that bad? Naturally, I immediately went to the nearest mirror to see whether...
by Leonard Baer | Aug 18, 2026 | Articles, Estate Planning, Monthly Article
There is something rather remarkable about the relationship we have with our pets. They don’t understand wills, trusts, probate, bank accounts, or estate planning. They don’t know what a Power of Attorney is, and they certainly don’t know who is...
by Leonard Baer | Jul 20, 2026 | Articles, Financial Scams, Monthly Article
Imagine opening your mailbox and finding an envelope addressed to you. It looks legitimate. It has proper postage and even a tracking number. You open it—and there’s absolutely nothing inside. Or perhaps a small package arrives that you never ordered. Inside is...
by Leonard Baer | Jul 20, 2026 | Blog, Monthly Blog
The Fourth of July has come and gone once again. The hot dogs have disappeared, the fireworks have frightened every dog within a three-county radius, and somewhere in America there is still one stubborn sparkler refusing to admit it’s finished. A few days ago, I was...
by Leonard Baer | Jun 16, 2026 | Articles, Estate Planning, Monthly Article
One of the most common questions I receive from clients is whether there is a simple way to pass assets to loved ones without going through probate. Fortunately, many assets can be transferred directly to beneficiaries through either a Transfer on Death...
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