by Leonard Baer | Sep 10, 2021 | Articles, Estate Planning
Here in the mountains of North Carolina and Georgia, we have watched many new families enjoying their newly purchased vacation homes. Thankfully, they have enjoyed a relatively peaceful season. However, as the summer winds down, the reality of second home ownership...
by Leonard Baer | Aug 4, 2021 | Articles, Estate Planning, Financial Planning
Most people want to pass their assets to their children or grandchildren but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor. There are two main problems with...
by Leonard Baer | Jun 29, 2021 | Aging, Articles, Estate Planning, Financial Planning
All women, married, widowed, divorced, or single; homemakers, caregivers, professionals, or business owners need to understand estate planning and have a plan of their own in place. As a result, there is an increased need to plan for physical and/or mental incapacity...
by Leonard Baer | Jun 11, 2021 | Blog, Estate Planning
How many times are we asked to sign things, and then just go ahead and sign? We go to restaurants and sign credit card receipts, but do we really review the bill? Do we read the fine print in a sales contract? We sign things all day and most of the time, we are...
by Leonard Baer | May 18, 2021 | Articles, Estate Planning
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 | 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...
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