Elville and Associates

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Webinar – Estate Planning and Elder Law Essentials: “Excellent Estate Planning” 

September 19, 2022 @ 3:00 pm - 4:30 pm

Join Elville and Associates’ Managing Principal and Lead Attorney Steve Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our yearly three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics:

  • Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each
  • How to properly protect assets so the most possible passes to your spouse, children and grandchildren
  • How outdated documents create problems in the future, and how to achieve perfection for your legacy
  • How to plan for incapacity and avoid guardianship
  • How to define specific goals for your family’s unique planning needs and circumstances
  • Help ensure family harmony while settling your estate
    •  Why many estate plans fail and the steps you can take to ensure success for your family

As registration is required ahead of time, please call Gail Timmick at Timmick Financial at 410-740-1300 or visit timmickfinancial.com to RSVP and receive your personal link to attend.  We look forward to hosting you!

#elvilleeducation

Details

  • Date: September 19, 2022
  • Time:
    3:00 pm - 4:30 pm
  • Event Category: