by Leonard Baer | Jan 10, 2018 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
One of my dearest clients was in my office last week to discuss some financial planning, and as we began, she started crying. She had recently read one of my blogs and she’d also taken one of my self defense courses. As I pushed the tissue box towards her, I asked...
by Leonard Baer | Dec 27, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
It seems, this year, that we have heard nothing but bad news. So, with that being said, I’m feeling pretty sad. The holidays have arrived, a time when everyone should be appreciating the fun, the family, and the ridiculous sweaters. I’ve tried to be happy, but a...
by Leonard Baer | Dec 13, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
This time of year, we’re all busy getting prepared for the holidays by shopping, watching Hallmark movies, waiting for snow, and watching more Hallmark movies. Then, there is the Grinch literally trying to steal Christmas from under our trees. This year, the Grinch...
by Leonard Baer | Nov 22, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
Usually I talk about my clients and some of the problems that they face. It can be dating online, making sure that someone doesn’t snatch your purse or wallet, or the latest scammer that is out to steal every dime we have. So, I thought how about I talk about me? ...
by Leonard Baer | Nov 8, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
Recently, my clients have been calling for help. They are getting a lot of phone calls and mail about their Medicare and supplemental insurance. One client told me she had been asked to give her personal information over the phone. She said she had been speaking to...
by Leonard Baer | Oct 11, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
Two days ago, my phone rang. It was a client calling to tell me that an angel had saved her granddaughter during the shooting in Las Vegas. She was crying on the phone, in a strange combination of pure joy and utter depression. She was asking the question we are all...
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