by Leonard Baer | Sep 23, 2026 | Aging, Articles, Estate Planning, Monthly Article
Parents and grandparents often ask me the same deeply personal question: “Who will care for my child or grandchild when I no longer can?” The answer begins with a plan—one that protects the person, preserves financial assistance when possible, and gives future...
by Leonard Baer | Sep 23, 2026 | Aging, Blog, Monthly Blog
When I was a boy, television commercials promised a remedy for something called “tired blood.” If you were worn out, sluggish or simply tired of being tired, Geritol was supposed to put the spring back in your step. Lately, I have wondered whether tired blood has made...
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...
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