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estate planning and elder law

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

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Categories
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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Does an Estate Plan Improve Retirement?
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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Three Top Excuses Heard by Estate Planning Attorneys
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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Create Your Advance Care Plans
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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Does an Estate Plan Improve Retirement?
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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