by Leonard Baer | Mar 9, 2021 | Blog
I had an interesting client… We spoke about issues concerning her estate planning, and after our appointment, she proudly displayed her brand-new cell phone to show she was ‘hip’ to technology. (“Hip” is a word used during days of Elvis—meaning we’re cool –...
by Leonard Baer | Apr 22, 2020 | Aging, Blog
We’ve all had a great deal of time on our hands, A. to watch television, B. to eat snacks, C. to read, and to be with each other for 24 straight hours actually causing no harm to anyone that comes within “social distancing” range. This may be one of the few times that...
by Leonard Baer | Mar 27, 2020 | Aging, Blog
Ahhh…..The Golden years, the years of relaxation, taking it easy, enjoying hobbies, and living the good but simple life. Wrong……. What happened in last 30 days? My friends, a new word has entered the dictionary and our daily language, COVID-19. The Golden years began...
by Leonard Baer | Jan 29, 2020 | Blog, Financial Scams
The holidays are over, the presents are put away, and we are looking forward to Groundhog Day, Valentines Day, and of course, the tax season! My preference is Valentine’s Day, but as you know, the IRS doesn’t give you much choice. Mark Twain once said: “What is the...
by Leonard Baer | Dec 5, 2019 | Aging, Blog
Another holiday faux pas—using family time to tell an aging parent that maybe they ought to give up their car keys. Want a real downer? Start talking to a senior about driving and maybe even getting rid of their car. Here’s a stocking stuffer—just hide their keys and...
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