Webinar – Protecting What Matters Most: Avoiding Common Estate Planning Mistakes
Estate planning is not just about documents—it is about protecting the people, values, and legacy you care about most. Yet even well-intentioned plans can fail when critical details are overlooked, plans are never updated, or life changes are not fully considered.
In this educational webinar, Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, will guide attendees through some of the most common—and costly—estate planning mistakes families make, and how thoughtful, proactive planning can help avoid unnecessary stress, conflict, and expense. Drawing on decades of experience in estate planning and elder law, Steve will explain why effective planning must address not only death, but also incapacity, long-term care, and life’s many transitions.
Topics will include:
- planning for healthcare and financial decision-making during incapacity
- understanding why estate planning is a lifetime process rather than a one-time event, and ensuring assets are transferred efficiently and in accordance with your wishes
- frequently overlooked issues such as digital assets, retirement accounts, personal property, blended family planning, remarriage concerns, and protecting adult beneficiaries from avoidable risk.
Attendees will gain clarity around how estate planning and elder law work together—and why education, flexibility, and ongoing maintenance are essential to ensuring that a plan truly works when it matters most.
To RSVP for the webinar and receive your personal link to attend, please click here.
Questions? Please contact Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you and supporting you in your planning journey!
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