by Leonard Baer | Sep 23, 2026 | Aging, Articles, Estate Planning, Monthly Article
Parents and grandparents often ask me the same deeply personal question: “Who will care for my child or grandchild when I no longer can?” The answer begins with a plan—one that protects the person, preserves financial assistance when possible, and gives future...
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 | 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 | 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 | Feb 4, 2026 | Articles, Estate Planning, Financial Planning
I am often asked what to do when a child, grandchild, or other loved one is struggling with substance abuse. In many cases, the problem extends beyond drugs or alcohol to behavioral addictions such as gambling. As a result, families may spend years in emotional...
by Leonard Baer | Oct 20, 2025 | Articles, Estate Planning, Financial Planning
When a sibling steps up to cover a parent’s medical bills, internet, or other living costs, it’s a generous act. But what happens after the parent passes away? Can that sibling be reimbursed from the parent’s estate before the inheritance is divided among all the...
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