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

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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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Can Medicaid Take My Home?
Elder Law

Can Medicaid Take My Home?

Medicaid estate recovery can place a home at risk after the recipient’s death. However, proper planning can help protect family property.
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Transferring Your Medicaid Benefits to Another State
Estate Planning

Avoid the Latest Social Security Scam

Scammers impersonate Social Security Administration officials to steal personal information or money. They falsely claim your Social Security number has been suspended due to crimes ...
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Don’t Procrastinate on Estate Planning Moves
Estate Planning

How to Protect Your Inheritance

Got a windfall? Here's how to manage an inheritance responsibly.
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Consider a Post-Nuptial Agreement for a Gray Marriage
Estate Planning

Consider a Post-Nuptial Agreement for a Gray Marriage

Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
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Estate Planning Steps for Retirement
Estate Planning

Estate Planning Steps for Retirement

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
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Living Your Best Life Solo? You Still Need an Estate Plan
Estate Planning

Living Your Best Life Solo? You Still Need an Estate Plan

A recent study found that 34 percent of older adults do not have a spouse, significant other or children who can provide their care.
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Who Provides Hospice Care and How Is It Paid?
Estate Planning

Who Provides Hospice Care and How Is It Paid?

Hospice care offers comfort and dignity for individuals nearing the end of life. However, understanding who provides this care and how it is funded is ...
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Do You Pay Taxes on Financial Gifts?
Estate Planning

Do You Pay Taxes on Financial Gifts?

Financial gifts can be a meaningful way to share wealth with loved ones. However, understanding the tax implications ensures that you avoid unexpected liabilities and ...
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What If a Beneficiary Dies Before Receiving an Inheritance?
Estate Planning

What If a Beneficiary Dies Before Receiving an Inheritance?

When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets ...
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