Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving youra loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, […]

Join Senior Associate Attorney Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning.  Estate planning is so much more than a static set of documents.  Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an […]

Join Elville and Associates for an informative and engaging webinar designed to unravel the complexities of reverse mortgages and renovation mortgages. This comprehensive session is perfect for homeowners, prospective buyers, and financial advisors looking to deepen their understanding of these unique financial tools. We're pleased to welcome back Mortgage Advisor Marie Ritzenberg (NMLS# 215246) of […]

Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen Elville, our second quarter Advisors' Forum will focus on the new Corporate Transparency Act and reporting requirements involved in this new law. Effective January 1, 2024, the Corporate Transparency Act (CTA) requires many business entities – such as corporations, limited liability companies (LLCs), and […]

Unlock the potential of real estate to fast-track your retirement plans! Part three of our webinar series with Main Street Home Loans Mortgage Advisor Marie Ritzenberg is designed to provide you with the knowledge and strategies needed to leverage real estate investments for a secure and prosperous retirement. Webinar Overview: Introduction to Real Estate Investing […]

“Elder Law attorneys are not just lawyers, they are counselors.” Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term […]