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

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What Your Estate Planning Attorney Wishes You Knew About Trusts
Estate Planning

What Your Estate Planning Attorney Wishes You Knew About Trusts

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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Why are Retirees Selling Their Forever Homes?
Estate Planning

Why are Retirees Selling Their Forever Homes?

From closing costs to family proximity, here are the things to consider before selling your home to pad your retirement account.
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Asset Protection Strategies for Medicaid Eligibility
Elder Law

Asset Protection Strategies for Medicaid Eligibility

Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
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Estate Planning for Gen Xers and Aging Parents
Elder Law

Estate Planning for Gen Xers and Aging Parents

Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate ...
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Have You had the Estate Planning Talk with Your Adult Children?
Estate Planning

Have You had the Estate Planning Talk with Your Adult Children?

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your ...
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Medicare Advantage Plan Challenges
Elder Law

Medicare Advantage Plan Challenges

Seniors with Medicare Advantage plans face challenges due to coverage issues and potential benefit reductions, underscoring the need for careful health care plan selection and ...
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How Can You Minimize Taxes During Retirement?
Estate Planning

How Can You Minimize Taxes During Retirement?

Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated ...
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Baby Boomers Drive the Demand for Elder Law in Estate Planning
Elder Law

Baby Boomers Drive the Demand for Elder Law in Estate Planning

The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an ...
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Have You had the Estate Planning Talk with Your Adult Children?
Estate Planning

Estate Planning and the ‘Third Generation Curse’

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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Trusts Can Future-Proof Your Estate Plan
Estate Planning

The Surprising Ways Trusts Can Future-Proof Your Estate Plan, Providing Flexibility and Intention

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ...
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