Leonard Baer's Blog

Safe Goals

Safe Goals

Like most people, you may fail to use your Will or Living Trust to its full potential. You should “program your wishes” to live on after you die. It should be your “periscope from the grave” to accomplish the major goals of inheritance planning.

The Vacation Home: Uniting or Dividing?

The Vacation Home: Uniting or Dividing?

How to handle when the family vacation home appreciates considerably and one sibling wants to either sell the property, or have the other, buy out their half.

A Heart Throb Dies

A Heart Throb Dies

Luke Perry, TV star, recently died of a stroke. His death raised the issue of health care directives and the use of a Do Not Resuscitate order. Do Not Resuscitate (DNR) orders originated as directives, almost routinely entered into patients’ medical records preventing...

And In a Flash, It’s Gone

And In a Flash, It’s Gone

You may remember three weeks ago,the 30-year-old founder of QuadrigaCX, Gerald Cotton of the Canadian cryptocurrency exchange, died suddenly.  Unfortunately for his shocked heirs and investors, he took the whereabouts of some 188 million dollars in cryptocurrency to...

To Get Started, Just Get Started

To Get Started, Just Get Started

I have some goals that I need to accomplish, I won’t tell you what they are, but I was working the same scorecard you were…. “nada.”

Be Better Than Bezos

Be Better Than Bezos

What does the world’s richest man, Jeff Bezos, the CEO of Amazon, have in common with all of us? Simply said, he did not properly prepare and think about estate planning. Jeff Bezos has a net worth of $134 billion dollars, which in the near future will be divided in...

A Volatile Economy Should Not Impact Estate Planning

No matter how volatile the world economy seems to be, the need for estate planning is still of primary importance to everyone.  Here are some questions to ask yourself, and are relevant no matter what is going on around us in our nation or worldwide.

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