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

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Taking Action After an Alzheimer's Diagnosis
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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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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How a Terminal Diagnosis Clarifies Estate Planning
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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Godparents Lack Legal Rights If Not Named as Guardians for Minor Children
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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Does a Will Take Precedence over Beneficiary Designations?
Estate Planning

Coordinating Health Savings Accounts and Estate Planning Goals

Health Savings Accounts (HSAs) are a valuable financial tool. However, integrating them into your estate plan requires a thoughtful strategy to maximize benefits and avoid ...
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Financial Blunders Grandparents Should Avoid with Grandchildren
Estate Planning

Financial Blunders Grandparents Should Avoid with Grandchildren

Helping grandchildren financially can be rewarding. However, avoiding common mistakes ensures that your generosity doesn’t harm your finances or family relationships.
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