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

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Why Timeshares are One of the Worst Assets to Inherit
Estate Planning

Have You had the Estate Planning Talk with Your Adult Children?

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your ...
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Is a Wife Responsible for Husband’s Debt after Death?
Elder Law

Medicare Advantage Plan Challenges

Seniors with Medicare Advantage plans face challenges due to coverage issues and potential benefit reductions, underscoring the need for careful health care plan selection and ...
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How Can You Minimize Taxes During Retirement?
Estate Planning

How Can You Minimize Taxes During Retirement?

Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated ...
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Living Your Best Life Solo? You Still Need an Estate Plan
Elder Law

Baby Boomers Drive the Demand for Elder Law in Estate Planning

The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an ...
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Why Timeshares are One of the Worst Assets to Inherit
Estate Planning

Estate Planning and the ‘Third Generation Curse’

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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Talking with Aging Parents about Assisted Living
Estate Planning

The Surprising Ways Trusts Can Future-Proof Your Estate Plan, Providing Flexibility and Intention

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ...
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Transferring a Vehicle Title after a Loved One's Passing
Estate Planning

What You Need to Know about Social Security

But if you're new to Social Security, it's important to know what to expect. Here are a few aspects of the program you should be ...
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The Nightmare of How a Teen's $250,000 Inheritance Vanished
Estate Planning

Teen’s $250,000 Inheritance Vanished: Protect with a Trust

Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
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Inheriting the Family Business: Succession Planning Secures Your Legacy
Elder Law

When a Conservatorship for a Parent Is Needed

Conservatorship focuses on financial affairs, managing assets and handling financial decisions for someone unable to do so.
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What Happens When Executors Keep Beneficiaries in the Dark?
Elder Law

Understanding Medicaid Asset Protection Trusts

Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This blog explores how MAPTs work ...
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