by Leonard Baer | Jul 20, 2021 | Blog
After a meeting with a client last week, my client asked, “You really are passionate about this—how did you get started?” I thought for a moment and responded that I was 10 years old when I knew what I wanted to do. I lived in a town of about 70,000 people in upstate...
by Leonard Baer | Jul 6, 2021 | Aging, Blog
I missed a phone call the other day, and it’s bothering me. It’s not a phone call I didn’t answer when the phone rang. It’s not a phone call I did not return. So what was it ….. ? A friend of mine died 3 weeks ago, but I only found out yesterday. I haven’t seen him in...
by Leonard Baer | Jun 22, 2021 | Aging, Blog, Retirement
Over the past two weeks, I spoke to two clients who have become friends. I remember several months ago, talking to them about their upcoming retirement, their goals in retirement and their joy at looking forward to that date. They were going to travel, spend time with...
by Leonard Baer | Jun 11, 2021 | Blog, Estate Planning
How many times are we asked to sign things, and then just go ahead and sign? We go to restaurants and sign credit card receipts, but do we really review the bill? Do we read the fine print in a sales contract? We sign things all day and most of the time, we are...
by Leonard Baer | May 24, 2021 | Blog
Many of my readers can remember the 70’s, while some of my new readers were not even born, so let me “draw you a picture” of a time and place we had hoped we were done with……the gas lines that snaked around gas stations for blocks. You could not fill up your car,...
by Leonard Baer | May 12, 2021 | Aging, Blog, Elder Law News, Financial Scams
I received a frantic call from a distraught family member saying that her mother has been scammed out of thousands of dollars. The mother, a woman in her seventies, had responded to a Nigerian Scam, which claimed the mother had a fund in the amount of $5,000,000. They...
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