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estate planning and elder law

Trust Administration

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

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Categories/Topics
Categories
Key Facts About Transferring Assets to Trusts
Probate

Estate Administration vs. Trust Administration: Know the Difference

While both estate and trust administration involve settling assets after death, knowing the distinctions is key to effective planning.
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Unhappy in Margaritaville Estate Battle
Estate Planning

Unhappy in Margaritaville Estate Battle

A court battle over the late singer Jimmy Buffett’s $275 million estate has highlighted the growing litigation over the trillions of dollars in wealth being ...
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Should Your Estate Plan Include End-Of-Life Planning?
Estate Planning

Do You Own a Collection? You Need an Estate Plan for It

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink ...
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Is It Common for Siblings to Fight Over an Inheritance?
Probate

Is It Common for Siblings to Fight Over an Inheritance?

When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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Equity or Equality: Dividing an Inheritance Among Heirs
Estate Planning

Who Pays Taxes, the Estate or the Heirs?

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
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Elvis' Failure To Create Effective Estate Plans
Estate Planning

Elvis’ Failure To Create Effective Estate Plans

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
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Time to File for Probate Is Limited: Start Now
Asset Protection

Does a Trust Protect You From a Lawsuit?

Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
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How an Estate Planning Attorney Can Bridge the Gap Between Generational Wealth
Estate Planning

How Do I Know Fees Subtracted from My Brother’s Estate are Legit?

I’m a beneficiary to my brother’s estate in New Jersey. My younger brother, the executor, is also a real estate broker. When he sold two ...
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Ordering a Death Certificate after a Loved One Passes
“Look-Through” Trust

Designating a Trust as an IRA Beneficiary

It’s generally a bad idea to name a trust as beneficiary of your IRA.
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