by barbara | Sep 6, 2024 | Blog
We are fortunate to have a representative democracy here in the United States. And a fundamental aspect of a representative democracy is the right to vote, shared by all eligible citizens, including older adults, whether or not they have full cognitive abilities or...
by barbara | Sep 6, 2024 | Blog
Estate planning for entrepreneurs and business owners is critical. Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years to turn a profit and twice as long to truly hit their stride. If you’ve...
by barbara | Sep 6, 2024 | Blog
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. The newly...
by barbara | Aug 6, 2024 | Blog, Spotlight
At first glance, life insurance may not seem related to the distribution of money and property in your estate plan. However, it can be an integral and important part of a well-drafted estate plan. In addition to providing a sizable sum of money to your heirs, a life...
by barbara | Jul 1, 2024 | Blog
Authored by: Stephen R. Elville, J.D., LL.M. – Managing Principal and Lead Attorney – Elville and Associates, P.C. Much is said and written these days about the evils of IRAs being beneficiary-designated to trusts. Practically speaking, most of this is gibberish and...
