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

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Review and Update Estate Plan in the New Year
Estate Planning

IRS Has Postponed Required IRA Withdrawals

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.
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What Will Happen to O.J. Simpson’s Assets?
Estate Planning

What Will Happen to O.J. Simpson’s Assets?

The public is now likely to get a closer look at Simpson’s finances, and the families are likely to have a better shot at collecting—if ...
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Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential
Estate Planning

Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
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Make Life Easier for Heirs With An Organized Estate
Estate Planning

How Your Heirs Receive Money From Your Estate Plan

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
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Legal Decision-Making for Seniors with Mild Cognitive Impairment (MCI)
Estate Planning

How Retirement Plans Are Handled in an Estate Plan

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary ...
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Why are Inheritance Conversations Necessary?
Estate Planning

Why are Inheritance Conversations Necessary?

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets ...
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Make Life Easier for Heirs With An Organized Estate
Estate Planning

Supporting a Child with Special Needs

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s ...
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Volunteering Reduces the Impacts of Aging
Estate Planning

How Much Money Can Be Gifted Tax-Free?

If you’re planning to give your children a financial head start, or support a charitable cause that you’re passionate about, you will need to keep ...
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The Risks of DIY Wills: Why Legal Guidance Matters
Estate Planning

What are the Disadvantages of Dying without a Will?

People who die without a will can leave a thicket of probate problems for loved ones.
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Can an Invalid Will Be Challenged?
Estate Planning

How to Create a Digital Estate Plan

From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our ...
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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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