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

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What Your Estate Planning Attorney Wishes You Knew About Trusts
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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Asset Protection Strategies for Medicaid Eligibility
Elder Law

Hiring an Elder Law Attorney: A Guide for Seniors and Caregivers

Handling your parent's or spouse's financial affairs and long-term care planning is not for the faint of heart or a task for the unprepared. Having ...
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How Much Money Can Be Gifted Tax-Free?
Estate Planning

How a Revocable Trust Works

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for ...
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Why are Retirees Selling Their Forever Homes?
Estate Planning

Pitfalls of Co-Owning a Vacation Home

Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.
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How to Create a Digital Estate Plan
Estate Planning

What Women Preparing for Retirement Need to Know

Women live longer than men and generally make less money. This affects how they should prepare for retirement.
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Risks of Adding Your Child as a Life Insurance Beneficiary
Estate Planning

Risks of Adding Your Child as a Life Insurance Beneficiary

Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure ...
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A Conservatorship for Beach Boy's Brian Wilson
Estate Planning

A Conservatorship for Beach Boy’s Brian Wilson

The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder ...
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Estate Planning for Singles
Estate Planning

Estate Planning for Singles

Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Asset Protection Strategies for Medicaid Eligibility
Elder Law

Protecting Your Spouse When You Have Dementia

I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or ...
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Enhance Your Legacy Planning for 2024
Estate Planning

Enhance Your Legacy Planning for 2024

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
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