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

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Executor’s Checklist for Probate Responsibilities and Timelines

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

Estate Planning

Why You Shouldn’t Name Your Estate as Beneficiary of an IRA

Naming your estate as the beneficiary of your IRA can create unnecessary tax burdens, reduce flexibility for heirs and lead to costly probate complications.

How the Inherited IRA Rule Change May Affect You

Estate Planning

Estate Planning for Freelancers and the Self-Employed

Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.

Planning for Spousal Support When a Partner Enters a Nursing Home

Estate Planning

Is Having a Will Important?

In an unpredictable world, having a will is one of the most important steps you can take to protect your loved ones and your legacy.

Estate Planning

If You Want Your Trust to Work, Fund It

Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.

Estate Planning

Review and Update Estate Plan in the New Year

The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your ...

Estate Planning

What Is a Living Trust?

A popular option is a living trust, which many people consider one of the better routes to take.

Financial Blunders Grandparents Should Avoid with Grandchildren

Estate Planning

Volunteering Reduces the Impacts of Aging

Volunteering empowers seniors to stay active, build connections and maintain their health as they age.

Preparing to Move a Loved One to an Assisted Living Facility

Estate Planning

What to Watch for with Continuing Care Retirement Communities (CCRC) Contracts

Choosing a Continuing Care Retirement Community (CCRC) requires understanding contract types, fees and healthcare policies. You can secure your long-term financial stability by making the ...

Estate Planning

Estate Planning for Art Collectors and Protecting Valuable Collections

Protecting an art collection with estate planning ensures that its value and legacy are preserved for future generations.

Watch Our Nursing Home Masterclass

Blog Articles

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

Subscribe to Our Free Monthly E-Newsletter & Blog Digest!

Categories/Topics

Categories

Executor’s Checklist for Probate Responsibilities and Timelines

Why You Shouldn’t Name Your Estate as Beneficiary of an IRA

Estate Planning for Freelancers and the Self-Employed

Is Having a Will Important?

If You Want Your Trust to Work, Fund It

Review and Update Estate Plan in the New Year

What Is a Living Trust?

Volunteering Reduces the Impacts of Aging

What to Watch for with Continuing Care Retirement Communities (CCRC) Contracts

Estate Planning for Art Collectors and Protecting Valuable Collections

Watch Our Estate Planning Masterclass

How to Not Go Broke in a Nursing Home...Even If You Think It’s Too Late

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