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SUMMARY:Webinar - Life and Long-Term Care Insurance in Today’s Marketplace
DESCRIPTION:Join Elville and Associates as we welcome Max Reamer\, Advisor with The Quantum Group\, for an informative discussion on today’s life insurance and long-term care insurance landscape. Max will explain what to look for when securing new policies and how to effectively evaluate policies that are already in force to ensure they continue to meet your needs. \nHe will also provide clear insight into the underwriting process—often the first line of defense in obtaining the most cost-effective and appropriate coverage. \nTo RSVP and receive your personal link to attend\, please click here. \nIf you have any questions prior to the webinar\, please contact Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com or 443-393-7696 ext. 117. We look forward to hosting you! \n#ElvilleEducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-life-and-long-term-care-insurance-in-todays-marketplace-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20260206T100000
DTEND;TZID=America/New_York:20260206T110000
DTSTAMP:20260526T222418
CREATED:20260113T151704Z
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SUMMARY:Webinar - Aging Well: Planning Ahead and Understanding Your Options
DESCRIPTION:Elville and Associates and Stanton Aging Solutions present an informative and practical discussion focused on the importance of goal setting and pre-planning. This presentation will help older adults and their families understand resources\, care options\, and planning considerations to support safety\, independence\, and informed decision making. \nTopics for discussion include: \n– The importance of forward thinking to avoid crisis-driven decisions\n– What does “aging in place” really mean?\n– Care options and overview of resources at home and beyond\n– Understanding the costs of care (Medicare vs. non-skilled private pay care) \nYour presenter is Allyson Stanton\, LBSW\, ALCP\, an Aging LifeCare Manager and founder of Stanton Aging Solutions.  Allyson has over 25 years of experience guiding older adults and their families through healthcare decisions and life transitions. She is deeply committed to ensuring clients’ voices and values are honored\, with extensive hands-on experience across nursing homes\, hospitals\, rehabilitation centers\, assisted living\, and continuing care communities. \nTo RSVP and receive your personal link to attend\, please click here. \nQuestions? Please reach out to Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-aging-well-planning-ahead-and-understanding-your-options/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20260213T100000
DTEND;TZID=America/New_York:20260213T111500
DTSTAMP:20260526T222418
CREATED:20260115T182831Z
LAST-MODIFIED:20260115T182831Z
UID:75768-1770976800-1770981300@elvilleassociates.com
SUMMARY:Webinar - Guidance After Loss: Navigating Estate and Trust Administration with Confidence
DESCRIPTION:The death of a loved one is often accompanied by confusion\, unanswered questions\, and overwhelming responsibility for those left behind. In this educational webinar\, Nick Carpenter\, Associate Attorney with Elville and Associates\, provides clear guidance through the post-mortem estate and trust administration process. \nThis presentation is designed to help surviving spouses\, family members\, fiduciaries\, and professional advisors understand what happens after death—and how a thoughtful\, organized process can reduce stress\, prevent costly mistakes\, and provide confidence during a time of crisis.  Nick will explain not only the legal steps involved\, but also the practical and human considerations that matter most. \nAttendees will gain clarity around probate and non-probate administration\, fiduciary responsibilities\, critical deadlines\, tax considerations\, and the importance of coordination among attorneys\, financial advisors\, and CPAs. Through real-world examples\, the program emphasizes how education\, preparation\, and collaboration can make an enormous difference for families navigating loss. \nLearning Objectives include: \n\n\nUnderstanding what estate and trust administration is—and what happens immediately after death \n\n\nMinimizing confusion and providing meaningful support to loved ones and fiduciaries during a time of grief \n\n\nWalking through the legal step-by-step process following death\, including probate and non-probate matters \n\n\nIdentifying the practical actions that should be taken in the weeks and months after death \n\n\nRecognizing common legal and tax issues that can create delays\, disputes\, or unintended consequences \n\n\nLearning how attorneys\, financial advisors\, CPAs\, trustees\, and personal representatives can work together effectively \n\n\nTo RSVP and receive your personal link to attend\, please click here. \nQuestions prior to the event? Please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-393-7696 x117.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-guidance-after-loss-navigating-estate-and-trust-administration-with-confidence/
CATEGORIES:Webinar
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CREATED:20251120T161640Z
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UID:75711-1771959600-1771965000@elvilleassociates.com
SUMMARY:Webinar – Protecting What Matters Most: Estate Planning and Elder Law Explained
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney\, Stephen R. Elville\, this in-depth educational webinar provides a comprehensive look at modern estate and elder law planning—and why thoughtful\, proactive planning is essential to protecting both families and legacies. \nEstate planning today is far more than drafting documents. It requires a coordinated process that addresses legal\, financial\, medical\, tax\, and long-term care considerations—while remaining flexible enough to adapt as laws\, family dynamics\, and personal circumstances change. In this webinar\, Steve Elville will guide attendees through the critical elements of effective planning and explain how to avoid the common pitfalls that cause plans to fail when they are needed most. \nTopics will include: \n\n\nWhat a true estate plan is—and why a structured planning process matters as much as the documents themselves \n\n\nWhy many estate plans fail in practice\, and how proper education\, coordination\, and maintenance can prevent costly mistakes \n\n\nWills versus trusts\, and how probate and non-probate assets work together (or against each other) in real life \n\n\nThe critical role of financial powers of attorney\, advance medical directives\, and MOLST forms in protecting autonomy and decision-making \n\n\nHow elder law\, taxation\, asset protection\, and long-term care planning intersect in today’s legal landscape \n\n\nThe risks of outdated or incomplete documents\, and how they can create unintended consequences for families \n\n\nWhy flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy \n\n\nHow to get started\, what to expect from a well-designed planning process\, and the next steps toward confident\, informed planning \n\n\nThis webinar is ideal for individuals and families who want clarity\, control\, and peace of mind—and who understand that great planning is not just about today\, but about preparing wisely for the future. \nThis webinar is offered in partnership with Timmick Financial and its three-day semiannual retirement series. \nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nQuestions before the webinar?Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117. \nWe look forward to hosting you and supporting your planning journey! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-planning-for-life-and-legacy-an-educational-overview-of-estate-and-elder-law-fundamentals/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20260227T100000
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CREATED:20260126T172755Z
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UID:75807-1772186400-1772190900@elvilleassociates.com
SUMMARY:Webinar - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
DESCRIPTION:Selecting a trustee is one of the most important—and often underestimated—decisions in the estate planning process. The individual or institution you choose will be responsible for carrying out your wishes\, managing assets\, navigating family dynamics\, and exercising judgment during some of life’s most sensitive moments. \nIn this educational webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, guides attendees through the trustee selection process and explains why thoughtful planning in this area is essential to the long-term success of any estate plan. \nThis presentation is designed to help individuals\, families\, and professional advisors understand the real-world responsibilities of trustees\, the risks associated with poor or outdated selections\, and how proper trustee succession planning can prevent disruption\, conflict\, and unintended outcomes. \nTopics of discussion will include: \n\n\nWhat a trustee is and the legal and practical responsibilities the role entails \n\n\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each \n\n\nEstablishing realistic benchmarks for selecting the “right” trustee \n\n\nWhy trustee selection plays a critical role in effective estate and trust administration \n\n\nTrustee succession planning and why it is often overlooked\, yet vital \n\n\nThe role of trustees in both wills and trusts \n\n\nWhen and why appointing a corporate trustee may be appropriate \n\n\nUnderstanding and mitigating “successor trustee risk” \n\n\nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Community Relations Director and webinar moderator\, at jeff@elvilleassociates.com or 443-393-7696 x117. We look forward to hosting you.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-who-should-serve-as-trustee-making-one-of-estate-plannings-most-important-choices/
CATEGORIES:Webinar
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