by Leonard Baer | Sep 22, 2023 | Articles, Estate Planning, Financial Planning
Many people believe that joint accounts are a good way to avoid probate and transfer money to loved ones. But while joint accounts can be useful in certain circumstances, they can have dire consequences if not used properly. Once money is deposited in a joint account,...
by Leonard Baer | Aug 29, 2023 | Articles, Estate Planning, Financial Planning
Many clients have asked what they can do for their children or grandchildren with special needs, to ensure they are taken care in the event of an emergency. There are several options which I have outlined: Buy enough life insurance.A parent or grandparent is...
by Leonard Baer | Jul 14, 2023 | Articles, Estate Planning, Financial Planning
Many of my clients have asked about making gifts to their children or grandchildren as many are now graduating from college and beginning new lives. Graduates will soon be showered with gift cards and cash, but before giving cash or buying the latest Apple accessory,...
by Leonard Baer | Jul 14, 2023 | Aging, Articles, Estate Planning
A Power of Attorney is probably one of the most important legal documents that is prepared, as it gives someone enormous authority and responsibility to act on your behalf. Saying that, a common question I am asked, is under what circumstances can the power of...
by Leonard Baer | Jul 8, 2023 | Articles, Estate Planning, Financial Planning
Many of us have experienced or witnessed, familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place. Many people believe that all they need is a will, but a comprehensive...
by Leonard Baer | Jun 30, 2023 | Articles, Estate Planning
Under the most ideal of circumstances, discussions about end-of-life care decisions are difficult, uncomfortable and often thought of as a talk better suited for a later time. For the past few years up through the present, several of my clients have asked me to...
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