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The IRS Is Calling: Is It For Real This Time?

by Leonard Baer | May 24, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized

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! A few months ago, I wrote an article on IRS scams in which people are called and informed that they owe back...

RETRACTION, RENEGING, BACKTRACKING

by Leonard Baer | May 10, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams

A few months ago, I wrote a post advising that seniors don’t need to bring someone with them to a doctor’s appointment. I am dogged about keeping our independence as we age, but today, I am changing my mind… Since writing that post, I spoke to one of my clients who...

PERAMBULATING FOR HEALTH

by Leonard Baer | Apr 26, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams, Uncategorized

My father liked to write letters, stories or words of wisdom. Most of the letters he wrote were to politicians, presidents especially, with recommendations. After he wrote these letters, he threw them away because this was his way of venting. Feeling nostalgic...
When Sunshine Is Not Free

When Sunshine Is Not Free

by Leonard Baer | Apr 12, 2017 | Aging, Blog, Elder Law News, Estate Planning, Financial Planning, Financial Scams

Have you always believed that sunshine is free? Isn’t it a gift to feel the sunrays touch your face? Maybe, or maybe not, especially when those sun rays are connected to solar panels sold to my clients by fraudsters. Here is the pitch: Are you fed up with the high...

Financial Abuse of the Elderly: Insight and Tips to Protect Yourself & Your Loved Ones

by Leonard Baer | Mar 29, 2017 | Aging, Blog, Financial Scams, Uncategorized

As some of you may know, I write a monthly column – As I See It –  for an online publication called Age in Place. I was honored to also have an opportunity to interview with the editor of the publication, Mark Hager, for a feature called Smart Retirement Life. In the...
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