There are strategies you can take to keep your brain always working and learning. We will cover these and steps to take if you feel your memory is slipping. Get specific tips you can apply right away to stay mentally sharp. Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President …
The Elville Webinar Series’ Wellness Series Staying Mentally Sharp Read More »
By: Jeffrey D. Stauffer – Community Relations Director, Elville and Associates, P.C. Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, a leading estate planning, elder law, and special needs planning firm in Maryland, will present during the fifth of six sessions of the Maryland State Bar Association’s Medicaid Planning Evening Series …
On Thursday, March 23rd, Elville and Associates, an estate planning, elder law, and special needs planning firm in Columbia and Annapolis, was selected as the 2021 Recipient of the Brain Injury Association of Maryland’s Organizational Leadership Award. The Award is given annually in appreciation of an organization’s dedication to and support of the work of …
Elville and Associates Receives Honor from Brain Injury Association of Maryland Read More »
The 2020 election is almost upon us. The recent past has taught us that trying to predict the results of an election can be futile at best. Still, our clients need timely counsel regarding their wealth management, and it is our role as advisors to keep them as informed as possible when it comes to …
Preparing for Possible Tax Law Changes after the Election Read More »
As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help them navigate this terrain. The term “sandwich generation” was coined to refer to baby boomers who were taking care of …
Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important Read More »
Talking about estate planning with elderly parents can be a difficult, emotional topic, but it’s essential for every family. Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event of their passing, don’t assume everything will be taken care of. According to a 2017 survey, …
Estate Planning with Elderly Parents – 8 Tips for Having “The Talk” Read More »
The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan — or create one if you haven’t already. Experts recommend that you will need …
The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan Read More »
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy …
Make Sure Your Beneficiary Designations Match Your Estate Plan Read More »
By: Olivia R. Holcombe-Volke – Partner and Senior Estate Planning Attorney – Elville and Associates, P.C. Many clients ask “how will my son/daughter/sister/cousin/friend [i.e., people designated to carry out the estate plan] KNOW what the documents say or how they work?” This question highlights a very important point, which is that an estate plan is …
The Importance of the “Family” Meeting in Estate Planning Read More »
By: Stephen R. Elville — President and Principal Attorney of Elville and Associates, P.C. A Client Care Program – what is it? Elville and Associates is one of the only law firms in Maryland to offer a Client Care Program (CCP) to its clients and one of only a handful of firms in the country to have its …
A Client Care Program – Ensuring Estate Planning Success Read More »
