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SUMMARY:Webinar – VA Aid & Attendance – A Tax-Free Pension for Those That Qualify (the “Secret Benefit”)
DESCRIPTION:Join Elville and Associates’ Senior Principal\, senior elder law and VA-accredited attorney Lindsay V.R. Moss for a presentation regarding VA Aid & Attendance — a tax-free benefit provided by the Department of Veteran Affairs. The benefit is designed to provide financial aid to help offset the cost of long-term care for those who need assistance with the daily activities of living.\nTopics for discussion will include: \n– what VA Aid & Attendance is \n– the three qualification questions \n– asset protection planning \n– The look back period and 2018 rules changes \n– what to do BEFORE selling your house \nOpen to clients\, financial advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals\, 1.5 continuing education hours will be available for attending this presentation. \nTo RSVP for this webinar\, please click here to receive your personal webinar link.  Should you have any questions\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-va-aid-attendance-a-tax-free-pension-for-those-that-qualify-the-secret-benefit-3/
CATEGORIES:Webinar
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LAST-MODIFIED:20241219T214132Z
UID:75283-1692770400-1692774900@elvilleassociates.com
SUMMARY:Estate Planning for Surviving Spouses: Considerations\, Recommendations\, and Procedures
DESCRIPTION:While the simultaneous passing of spouses is certainly a possibility\, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed.  Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event that one spouse dies before the other.  In these discussions\, it often comes as a complete surprise to learn that there are also certain statutory mandates regarding inheritance between spouses that must be taken into account.\nJoin Managing Principal and Lead Attorney Stephen R. Elville for an insightful and important discussion about “Estate Planning for Surviving Spouses: Considerations\, Recommendations\, and Procedures.” Among the topics to be discussed include: \n–      How to ensure that your estate “plan” survives in the event your surviving spouse gets remarried\, including a review of statutory spousal rights to assets\, the importance of pre- and post-nuptial agreements\, and options for irrevocable trust planning to control the use and distribution of your estate in the event you pre-decease your spouse; \n–      An overview of available mechanisms for providing enhanced asset protection for the benefit of your surviving spouse; and \n–      A discussion of the relevant estate and income tax considerations. \nTo RSVP for the webinar and receive your personal link to attend\, please click here.  Should you have any questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nOpen to clients\, advisors and the general public.  For Certified Financial Planners and CPAs\, 1.5 continuing education hours will be available for attending this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/estate-planning-for-surviving-spouses-considerations-recommendations-and-procedures/
CATEGORIES:Webinar
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