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Estate Planning

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

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Succession Planning Addresses Company Operations and Estate Planning
Estate Planning

Succession Planning Addresses Company Operations and Estate Planning

There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the ...
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Estate Planning for Young Adults: Navigating Your Future with Confidence
Estate Planning

Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they ...
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Why You Need an Estate Plan Even If You Aren't Wealthy
Estate Planning

Why You Need an Estate Plan Even If You Aren’t Wealthy

Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning ...
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How to Choose an Estate Planning Attorney
Estate Planning

How to Choose an Estate Planning Attorney

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article ...
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What is the Most Important Document in an Estate Plan?
Estate Planning

What is the Most Important Document in an Estate Plan?

The most important part of your estate plan isn’t about taxes, investments, gifts, or other financial issues.
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Can I Decline an Inherited IRA?
Estate Planning

Can I Decline an Inherited IRA?

If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences ...
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Why You Need an Estate Plan Even If You Aren't Wealthy
Estate Planning

When Should I Claim Social Security Benefits?

Delaying benefits provides a bigger Social Security check. However, you have to live long enough to make it worthwhile.
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A Will Does Not Avoid Probate!
Estate Planning

A Will Does Not Avoid Probate!

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is ...
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The Difference between Medicaid Planning and Estate Planning
Elder Law

The Difference between Medicaid Planning and Estate Planning

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs ...
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New Required Minimum Distribution Rules
Estate Planning

New Required Minimum Distribution Rules

Your required minimum distributions, or RMDs, can impact other aspects of your financial life, like taxes or Medicare costs.
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