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 | 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...
by Leonard Baer | May 27, 2026 | Articles, Monthly Article
This is the time of year for graduations, and gifting assets to your grandchildren can help them get a good start in life. The simplest approach to gifting is of course, to give the grandchild an outright gift. You may give each grandchild up to $19,000 a year without...
by Leonard Baer | Apr 27, 2026 | Articles, Estate Planning, Monthly Article
Unlike financial assets, which can generally be divided easily amongst heirs, tangible personal property is unique. The complexity of distributing a lifetime’s worth of possessions is something many people overlook. Families have been torn apart over everything from...
by Leonard Baer | Mar 25, 2026 | Articles, Financial Scams, Monthly Article
Filing taxes can be stressful, and to make it worse, there are unscrupulous people who are trying to take your money. Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing...
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