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estate planning and elder law

Estate Planning

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

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Categories/Topics
Categories
How Do You Pick an Executor?
Estate Planning

How Do You Pick an Executor?

More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s ...
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Should Your Estate Plan Include a Trust?
Estate Planning

Should Your Estate Plan Include a Trust?

While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.
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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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Don’t Procrastinate on Estate Planning Moves
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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What Beneficiary Expenses Can Be Paid from a Trust?
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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Avoid the Latest Social Security Scam
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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Don’t Procrastinate on Estate Planning Moves
Estate Planning

How to Protect Your Inheritance

Got a windfall? Here's how to manage an inheritance responsibly.
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St. Charles, MO 63301

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The Office is always closed for Lunch from 12pm – 1pm.

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