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 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 | 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....
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