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

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Six Legal Documents That All Retirees Should Have
Estate Planning

Avoid Retirement Planning Mistakes with Smart Financial Decisions

Planning for retirement requires more than just saving money—it demands strategic decisions to ensure financial security and long-term stability.
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Decluttering after Loved One’s Death: A Practical and Emotional Guide
Estate Planning

Decluttering after Loved One’s Death: A Practical and Emotional Guide

Sorting through a loved one’s belongings after their passing is both an emotional and logistical challenge. A thoughtful approach can ease the burden and bring ...
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What Can Elder Law Attorneys Do?
Elder Law

What Can Elder Law Attorneys Do?

Elder law attorneys help aging individuals and their families navigate legal and financial challenges, ensuring long-term security and peace of mind.
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How Do You Pick an Executor?
Estate Planning

How Do You Pick an Executor?

More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s ...
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What Can Elder Law Attorneys Do?
Estate Planning

Should Your Estate Plan Include a Trust?

While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.
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Money Tips for the Coming Year
Estate Planning

Money Tips for the Coming Year

If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.
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The Most Important Things Women Can Do to Age Well
Estate Planning

The Most Important Things Women Can Do to Age Well

Aging well requires a proactive approach to physical health, financial security and estate planning to ensure a stable and fulfilling future.
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Irrevocable Life Insurance Trusts for High-Net-Worth Estate Planning
Estate Planning

Irrevocable Life Insurance Trusts for High-Net-Worth Estate Planning

An irrevocable life insurance trust (ILIT) protects high-net-worth estates by reducing tax liability and ensuring a structured transfer of wealth.
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Don’t Procrastinate on Estate Planning Moves
Estate Planning

Don’t Procrastinate on Estate Planning Moves

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, ...
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What Beneficiary Expenses Can Be Paid from a Trust?
Estate Planning

What Beneficiary Expenses Can Be Paid from a Trust?

A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal ...
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