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

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Categories/Topics
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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Would You Know How to Probate an Estate?
Estate Planning

Would You Know How to Probate an Estate?

You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her ...
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A Pour-Over Will Is Needed With a Trust
Estate Planning

A Pour-Over Will Is Needed With a Trust

Upon your death, assets held in the living trust can transfer using the trust administration process. Assets held outside of the trust, on the other ...
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Advance Planning Prevents Probate Difficulties
Estate Planning

Advance Planning Prevents Probate Difficulties

Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
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Defining a Subtrust and Its Benefits
Estate Planning

Defining a Subtrust and Its Benefits

A subtrust is a separate entity created under the umbrella of a primary trust or a will. A subtrust becomes active based on the terms ...
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Can You Completely Avoid Probate?
Estate Planning

Can You Completely Avoid Probate?

Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of ...
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Will My Social Security Benefits Be Affected If I Work?
Estate Planning

Should You Put Your House in a Trust?

Putting a home into a trust has several benefits, from avoiding the lengthy probate process to providing potential tax advantages. This article discusses some of ...
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Would You Know How to Probate an Estate?
Estate Planning

Can You Successfully Disinherit a Family Member?

If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you ...
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What to Do Before Naming a Family Member or Friend As a Trustee
Estate Planning

Your Will Is Just One Part of an Estate Plan

Those beneficiary forms you filled out years ago can supersede your other estate plans.
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Where Should You Store Your Will?
Estate Planning

Where Should You Store Your Will?

Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in ...
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