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estate planning and elder law

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Beck, Lenox & Stolzer Estate Planning and Elder Law, LLC

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What to Watch for with Continuing Care Retirement Communities (CCRC) Contracts
Estate Planning

What to Watch for with Continuing Care Retirement Communities (CCRC) Contracts

Choosing a Continuing Care Retirement Community (CCRC) requires understanding contract types, fees and healthcare policies. You can secure your long-term financial stability by making the ...
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Estate Planning for Art Collectors and Protecting Valuable Collections
Estate Planning

Estate Planning for Art Collectors and Protecting Valuable Collections

Protecting an art collection with estate planning ensures that its value and legacy are preserved for future generations.
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Do You Have a Large IRA You Don’t Need for Retirement?
Estate Planning

Do You Have a Large IRA You Don’t Need for Retirement?

Meet John and Sally, a 70-year-old couple who own an IRA with an account balance of $1,000,000 that they don’t intend to use for retirement ...
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How to Avoid Estate Planning Mistakes in 2025
Estate Planning

How to Avoid Estate Planning Mistakes in 2025

If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
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Transferring a Vehicle Title after a Loved One's Passing
Estate Planning

Transferring a Vehicle Title after a Loved One’s Passing

Understanding probate, gathering necessary documents and navigating state-specific processes can ensure smooth vehicle title transfers.
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How to Avoid Estate Planning Mistakes in 2025
Estate Planning

How Does a Trust Work in an Inheritance?

Trusts should be in your estate plan if privacy is important to you. Most people don’t know their wills become public documents as part of ...
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Make Life Easier for Heirs With An Organized Estate
Estate Planning

Make Life Easier for Heirs With An Organized Estate

It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
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Legal Decision-Making for Seniors with Mild Cognitive Impairment (MCI)
Estate Planning

Legal Decision-Making for Seniors with Mild Cognitive Impairment (MCI)

Seniors with mild cognitive impairment (MCI) can still make legal decisions. However, this may change. Early legal planning is essential to protect their autonomy as ...
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Asset Protection Strategies Used to Protect Wealth
Estate Planning

Asset Protection Strategies Used to Protect Wealth

You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
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What are the Top Estate Planning Mistakes?
Estate Planning

What are the Top Estate Planning Mistakes?

Estate planning is essential for families who want to secure financial stability and build generational wealth.
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The Office is always closed for Lunch from 12pm – 1pm.

2024 Holiday Office Closures:

Wednesday, 11/27- Office closes at 12pm
Thursday, 11/28 – Closed
Friday, 11/29 – Closed
For the Christmas Holiday, the Office will be closed from 12/24 through 1/1/2025.

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