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

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How the Inherited IRA Rule Change May Affect You
Estate Planning

How the Inherited IRA Rule Change May Affect You

An inherited individual retirement account rule change for 2025 could trigger a 25% tax penalty for certain heirs.
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Maximizing Gifting Strategies Through Paying for Higher Education or Healthcare Expenses
Estate Planning

Maximizing Gifting Strategies Through Paying for Higher Education or Healthcare Expenses

Strategic gifting can reduce tax burdens while providing financial support for loved ones, especially when covering education or medical costs.
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Removing a Trustee Due to Incapacity
Estate Planning

Removing a Trustee Due to Incapacity

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and ...
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Estate Planning for Single Dads
Estate Planning

Estate Planning for Single Dads

Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.
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How a Terminal Diagnosis Clarifies Estate Planning
Estate Planning

Planning for End-of-Life Care

Making end-of-life decisions in advance ensures dignity, comfort and clarity for both individuals and their loved ones.
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Create Your Advance Care Plans
Estate Planning

Create Your Advance Care Plans

National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ...
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Preparing to Move a Loved One to an Assisted Living Facility
Estate Planning

Preparing to Move a Loved One to an Assisted Living Facility

Transitioning a loved one to an assisted living facility requires careful planning, open communication and a focus on their emotional and physical well-being.
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Access to Your Estate Planning Documents
Estate Planning

Access to Your Estate Planning Documents

An estate plan is only effective if the right people know where to find essential documents when they are needed.
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What Is the Best Way to Pass on My House?
Estate Planning

What Is the Best Way to Pass on My House?

Deciding how to transfer your home to loved ones requires careful planning to minimize taxes, avoid probate and protect your family’s financial future.
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Does an Estate Plan Improve Retirement?
Estate Planning

Should You Have a Revocable Trust?

Learn the pros and cons of using revocable trusts to protect your assets and your privacy, and how they differ from wills.
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