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...
by Leonard Baer | Aug 11, 2025 | Articles, Financial Planning
Last month, President Trump signed into law the One Big Beautiful Bill Act (Bill), which was approved by the Senate and House. The 870 page bill covers nearly every sector of the American economy and extends many of the taxpayer-friendly provisions of the Tax Cuts and...
by Leonard Baer | Jul 16, 2025 | Aging, Articles, Estate Planning, Financial Planning
Currently, with divorce rates still very high, remarriage is not uncommon, and many newlyweds find themselves with stepchildren, and the terminology, Blended Family, becomes the word of art. In fact, forty percent of all families in America are blended, with one...
by Leonard Baer | Mar 12, 2025 | Articles, Estate Planning, Financial Planning
When a celebrity dies, most of us mourn the loss of a star, or athlete, who has given us so much pleasure and excitement during their lifetime. It is only later, that it is reported that at their death, many of them had debts that were never fully paid back. Are...
by Leonard Baer | Feb 4, 2025 | Articles, Financial Planning
In a practice that focuses entirely on issues of Elder Law and Estate and Retirement Planning, I am continually asked by my clients, what they can do to mitigate the rising costs of their health care. The cost of their health care is creating such an unexpected...
Recent Comments