by Leonard Baer | Sep 10, 2021 | Articles, Estate Planning
Here in the mountains of North Carolina and Georgia, we have watched many new families enjoying their newly purchased vacation homes. Thankfully, they have enjoyed a relatively peaceful season. However, as the summer winds down, the reality of second home ownership...
by Leonard Baer | Aug 30, 2021 | Aging, Blog
Usually I talk about my clients and some of the problems that they face. It can be dating online, making sure that someone doesn’t snatch your purse or wallet, or the latest scammer that is out to steal every dime we have. So, I thought how about I talk about me? ...
by Leonard Baer | Aug 17, 2021 | Aging, Blog
I am constantly amazed when I speak with clients, both men and women who have suffered losses that are life changing. Many have shown a resilience and tenacity that go beyond the written word. What motivates them to get out of bed, go to a grocery store, and just do a...
by Leonard Baer | Aug 4, 2021 | Articles, Estate Planning, Financial Planning
Most people want to pass their assets to their children or grandchildren but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor. There are two main problems with...
by Leonard Baer | Aug 3, 2021 | Aging, Blog
I had a strange request. One of my clients asked if I would go to the doctor with her. I asked her why she would want me to go along. She explained that when she goes, she becomes tongue tied and can’t seem to focus. She leaves the doctor’s office not knowing what was...
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