by Leonard Baer | Sep 24, 2024 | Articles, Elder Law News
Many of my clients have asked over the years, as a grandparent, what rights do they have regarding grandchildren. The relationship between a grandparent and a grandchild can be one of great joy and importance for both grandparent and youngster. But sometimes an event...
by Leonard Baer | Jul 22, 2024 | Articles, Elder Law News, Estate Planning
Over the past 2 months, many clients have reached out discussing their wish to give gifts to their graduating children and Grandchildren. Many wanted to give significant assets of either cash or appreciating assets such as securities. These parents and grandparents...
by Leonard Baer | Mar 25, 2022 | Blog, Elder Law News, Financial Planning, Financial Scams, Monthly
There was a great line from the movie, Network… “I’m mad as hell and I am not going to take this anymore.” That line is very fitting for me because I am mad! Awhile ago, I wrote an article on IRS scams in which people are called and informed that they owe back taxes....
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...
by Leonard Baer | Mar 18, 2021 | Articles, Elder Law News, Estate Planning, Financial Planning
In these challenging times of the COVID-19 pandemic, estate planning can be at the forefront of ensuring that clients and their loved ones are protected. Certain high-risk groups, such as medical professionals, first responders and the elderly or other compromised...
by Leonard Baer | Feb 21, 2018 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
How heavy is a human heart, you ask? The answer is that it is so heavy that it’s been weighing me down. It’s so heavy that I haven’t been able to breathe deeply or move from one room to another. It’s so heavy that my body trembles when I hear the evening news. ...
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