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Estate Planning

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

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How Younger Adults Take Charge of Estate Planning
Estate Planning

How Younger Adults Take Charge of Estate Planning

Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack ...
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Gifting Money from a Retirement Account
Estate Planning

Gifting Money from a Retirement Account

Many people like the idea of giving some portion of their estate to charity. However, charitable gifts are often overlooked or put on the back ...
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Preserving Your Legacy: Estate Planning for Landowners
Estate Planning

Preserving Your Legacy: Estate Planning for Landowners

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores ...
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IRS Has Postponed Required IRA Withdrawals
Estate Planning

IRS Has Postponed Required IRA Withdrawals

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.
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What Will Happen to O.J. Simpson’s Assets?
Estate Planning

What Will Happen to O.J. Simpson’s Assets?

The public is now likely to get a closer look at Simpson’s finances, and the families are likely to have a better shot at collecting—if ...
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Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential
Estate Planning

Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
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How Your Heirs Receive Money From Your Estate Plan
Estate Planning

How Your Heirs Receive Money From Your Estate Plan

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
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How Retirement Plans Are Handled in an Estate Plan
Estate Planning

How Retirement Plans Are Handled in an Estate Plan

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary ...
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Why are Inheritance Conversations Necessary?
Estate Planning

Why are Inheritance Conversations Necessary?

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets ...
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How Your Heirs Receive Money From Your Estate Plan
Estate Planning

Supporting a Child with Special Needs

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s ...
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