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

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Reduce Your RMDs and Taxable Income with Qualified Charitable Distributions
Estate Planning

Reduce Your RMDs and Taxable Income with Qualified Charitable Distributions

For retirees looking to lower their tax burden and give back, qualified charitable distributions (QCDs) offer a strategic way to fulfill required minimum distributions, while ...
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Estate Planning Differences: Gen-Xers and Millennials vs Baby Boomers
Estate Planning

Estate Planning Differences: Gen-Xers and Millennials vs Baby Boomers

A generational divide is emerging in estate planning, with younger adults embracing lifetime giving while older generations prioritize preserving wealth for heirs.
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Do You Get an Annual Financial Checkup?
Estate Planning

Do You Get an Annual Financial Checkup?

Every year, we plan a wellness physical with our doctors because we understand that health is wealth that money can't buy. However, do we take ...
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Should You Put Your Home in a Trust?
Estate Planning

Should You Put Your Home in a Trust?

Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your death.
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Godparents Lack Legal Rights If Not Named as Guardians for Minor Children
Estate Planning

Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor ...
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Guardians Ad Litem (GAL) Can Help Protect Seniors’ Rights
Estate Planning

Guardians Ad Litem (GAL) Can Help Protect Seniors’ Rights

A Guardian ad Litem is a court-appointed individual who serves as a neutral advocate who looks beyond family disputes or conflicting interests to represent the ...
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Can Estate Planning Strategies Protect Cryptocurrency?
Estate Planning

Can Estate Planning Strategies Protect Cryptocurrency?

Creditors, hackers and frivolous lawsuit filers could be targeting your cryptocurrencies. These essential estate planning and asset protection strategies could help.
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What Is the Great Wealth Transfer?
Estate Planning

What Is the Great Wealth Transfer?

If you're counting on a piece of the $84 trillion in inherited wealth that's expected to change hands in the next 10 years, you might ...
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How a Terminal Diagnosis Clarifies Estate Planning
Estate Planning

How a Terminal Diagnosis Clarifies Estate Planning

This won’t come as a big surprise: Dying makes you look at the world in a different way — the world of money included.
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What the Loss of Step-Up in Basis could Mean for Estate Plans
Estate Planning

What the Loss of Step-Up in Basis could Mean for Estate Plans

Estate planning has long been about building and preserving wealth, minimizing taxes and smoothly transferring assets across generations.
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