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Beck & Lenox Estate Planning & Elder Law, LLC

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Should I Hire an Estate Planning Attorney?
Estate Planning

Should I Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.

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Estate Planning

Capital Gains and an Irrevocable Trust

Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.

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Dementia and Ambiguous Loss
Estate Planning

The 411 On Geriatric Care Managers

As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.

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Are There Alternatives to Guardianships?
Estate Planning

Are There Alternatives to Guardianships?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.

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Planning During a Time of Uncertainty
Estate Planning

Planning During a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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Why Medicare Enrollment Is Confusing
Estate Planning

What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

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Bequeathing An Out-of-State Home
Estate Planning

Bequeathing An Out-of-State Home

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

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When a Spendthrift Trust Is Useful
Estate Planning

When a Spendthrift Trust Is Useful

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

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What Happens to Stock Options when Someone Dies?
Estate Planning

What Happens to Stock Options when Someone Dies?

No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.

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Retiring Early and the Impact On Social Security
Estate Planning

Retiring Early and the Impact On Social Security

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you’ll get stuck with a lower monthly benefit for life.

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