by Leonard Baer | Mar 30, 2022 | Articles, Estate Planning, Financial Planning
Many people need to rethink their families’ financial future as a result of second marriages or later-in-life pregnancies. Whether they have the same parents or not, a significant age difference between siblings is now termed a ‘split- level’ family. ...
by Leonard Baer | Feb 10, 2022 | Articles, Suddenly Solo
The life you live can become difficult emotionally and financially after your spouse passes. It can become even more daunting, if there was never a frank discussion about the family’s estate and financial planning. You need to ask questions now, to avoid additional...
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 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 | Jun 29, 2021 | Aging, Articles, Estate Planning, Financial Planning
All women, married, widowed, divorced, or single; homemakers, caregivers, professionals, or business owners need to understand estate planning and have a plan of their own in place. As a result, there is an increased need to plan for physical and/or mental incapacity...
by Leonard Baer | May 28, 2021 | Aging, Articles
Many people believe an ‘easy’ way to avoid probate or to enable their children to assist them as they get older is to add their child’s name to their bank accounts or to the deed to their home. While this strategy may work in certain situations, there are many reasons...
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