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Estate Planning

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

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Categories/Topics
Using a Letter of Intent for Your Estate Plan
Estate Planning

Using a Letter of Intent for Your Estate Plan

A letter of intent provides clarity and guidance to loved ones, ensuring that your wishes are honored and your legacy is preserved.
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Locating Missing Assets in Estate Administration
Estate Planning

Locating Missing Assets in Estate Administration

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.
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Executor's Checklist for Probate Responsibilities and Timelines
Estate Planning

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.
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Why You Shouldn't Name Your Estate as Beneficiary of an IRA
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.
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Estate Planning for Freelancers and the Self-Employed
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.
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Is Having a Will Important?
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.
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If You Want Your Trust to Work, Fund It
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.
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Review and Update Estate Plan in the New Year
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 ...
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What is a Living Trust?
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.
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Volunteering Reduces the Impacts of Aging
Estate Planning

Volunteering Reduces the Impacts of Aging

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