by Leonard Baer | Mar 30, 2022 | Articles, Estate Planning, Financial Planning
Many people need to rethink their families’ financial future as a result of second marriages or later-in-life pregnancies. Whether they have the same parents or not, a significant age difference between siblings is now termed a ‘split- level’ family. ...
by Leonard Baer | Mar 25, 2022 | Blog, Elder Law News, Financial Planning, Financial Scams
There was a great line from the movie, Network… “I’m mad as hell and I am not going to take this anymore.” That line is very fitting for me because I am mad! Awhile ago, I wrote an article on IRS scams in which people are called and informed that they owe back taxes....
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 | 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...
by Leonard Baer | Feb 21, 2018 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized
How heavy is a human heart, you ask? The answer is that it is so heavy that it’s been weighing me down. It’s so heavy that I haven’t been able to breathe deeply or move from one room to another. It’s so heavy that my body trembles when I hear the evening news. ...
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