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estate planning and elder law

Estate Planning

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

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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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Does an Estate Plan Improve Retirement?
Estate Planning

Does an Estate Plan Improve Retirement?

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden ...
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How to Create a Comprehensive Estate Plan in Five Steps
Estate Planning

How to Create a Comprehensive Estate Plan in Five Steps

Yet, as life unfolds, having a well-structured estate plan becomes crucial – it can serve as a roadmap for your loved ones, ensuring that your ...
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How the Inherited IRA Rule Change May Affect You
Estate Planning

How the Inherited IRA Rule Change May Affect You

An inherited individual retirement account rule change for 2025 could trigger a 25% tax penalty for certain heirs.
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Maximizing Gifting Strategies Through Paying for Higher Education or Healthcare Expenses
Estate Planning

Maximizing Gifting Strategies Through Paying for Higher Education or Healthcare Expenses

Strategic gifting can reduce tax burdens while providing financial support for loved ones, especially when covering education or medical costs.
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Removing a Trustee Due to Incapacity
Estate Planning

Removing a Trustee Due to Incapacity

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and ...
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Estate Planning for Single Dads
Estate Planning

Estate Planning for Single Dads

Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.
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How a Terminal Diagnosis Clarifies Estate Planning
Estate Planning

Planning for End-of-Life Care

Making end-of-life decisions in advance ensures dignity, comfort and clarity for both individuals and their loved ones.
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Create Your Advance Care Plans
Estate Planning

Create Your Advance Care Plans

National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ...
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Preparing to Move a Loved One to an Assisted Living Facility
Estate Planning

Preparing to Move a Loved One to an Assisted Living Facility

Transitioning a loved one to an assisted living facility requires careful planning, open communication and a focus on their emotional and physical well-being.
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St. Charles, MO 63301

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8am – 3:30pm on Friday

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

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