Events

Selling a home and moving are two of the most significant—and sometimes stressful—life transitions families face. Yet too often, critical information is missed, questions go unasked, and decisions are made without a full understanding of the legal, financial, and logistical consequences. In this educational webinar, Elville and Associates brings together trusted professionals to discuss conversations […]

Estate planning is not a single moment in time. It is a long-term commitment to alignment, clarity, and stewardship. While many families thoughtfully create estate planning documents, fewer implement a structured system to ensure those documents remain effective as life evolves. Over time, assets change, beneficiaries shift, trustees age, tax laws adjust, and family dynamics […]

Guardianship is often misunderstood. Many families assume it is the natural next step when a loved one turns 18 with disabilities, or when cognitive decline begins later in life. In reality, guardianship is a court-supervised process that can remove significant legal rights and impose ongoing oversight. It is a powerful tool — but also the […]

At Elville and Associates, we believe estate planning excellence is not accidental—it is intentional. Many individuals want an estate plan that truly works: one that reflects their values, protects the people they love, transfers assets as intended, controls costs, adapts to change, and stands the test of time. They want clarity, confidence, and peace of […]

Estate planning isn't just about preparing documents. It's about protecting the people you love, preserving your independence, and making thoughtful decisions that bring confidence today while preparing for tomorrow. Whether you're just beginning the planning process or wondering if your current plan still reflects your wishes, this complimentary educational presentation will help you better understand […]

Creating an estate plan is an important accomplishment—but signing your documents is only the beginning. Life continues to change. Families evolve. Assets change. Health circumstances develop. Laws change. The people you have chosen to serve important roles in your plan may change as well. Over time, even a thoughtfully designed estate plan can become disconnected […]

Creating a Lifetime Plan for Security, Independence, and Peace of Mind Every family wants to know their loved one will be cared for if they are no longer able to do so themselves. For families caring for an individual with disabilities or special needs, that question often carries even greater importance. Join Elville and Associates' […]

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. In this educational online event, Stephen R. Elville, Managing Principal […]

The death of a loved one often brings confusion, unanswered questions, and significant responsibility for those left behind. In this educational online event, Stephen Elville, Managing Principal of  Elville and Associates, will provide clear, practical guidance on the estate and trust administration process following a death. Designed for surviving spouses, family members, fiduciaries, and professional […]

Presented by Safe Aging Strategies' Founder Andre Lingham, “The Talk That Every Family Needs to Have” is a compassionate and practical presentation designed to help adult children and aging parents have important conversations before a crisis occurs. Guided by the philosophy, “Hope for the best, prepare for the worst,” the presentation explores long-term care planning, […]