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 25, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
I was speaking with a client a few days ago when she excused herself to retrieve her allergy medicine from her bag. Upon opening her purse, ten medications fell onto my table. Quickly, she looked at her medications, pulled a tablet from the selection, and paused when...
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...
by Leonard Baer | Sep 27, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
This can’t be happening. Now there is now another way for my clients to lose their money and their identities and it isn’t even because of some fraudster. No, this time, the “perp” is a legitimate business failing miserably to protect its “people”. I’m speaking, of...
by Leonard Baer | Sep 20, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
I recently took a few weeks off to clear my head. Lately, we have been inundated with the worst news; Charlottesville, Hurricane Harvey, and now Irma. The fear is palpable in the air: is this the beginning of the end? Just when you think it can’t get any worse, we...
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