Join Elville and Associates as we welcome and partner with Mr. Donald Oates, CLU, ChFC, RTRP, President of Whitehouse Financial Group, for this timely webinar about "Medicare – Which Plan Is Right for You?"  The annual Medicare enrollment period runs from October 15th through December 7th.  Mr. Oates has been a longtime friend to the […]

Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime.  Whether your estate plan works as you anticipate or whether it will when you are no longer alive is a question not only of your intentions but of the diligence and effort that you […]

Join Elville and Associates’ Senior Associate Attorney and Estate Planning Team Leader 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 […]

Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.  Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly.  Ensure you’re educated about all the […]

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 […]

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 your loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, […]

Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients, financial advisors, CPAs, and other professionals really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. And along these lines there are usually many […]

Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time, accomplish personal goals and priorities, provide for the disposition of assets in the desired way to the persons and/or organizations of choice, controlling costs, and setting […]

Elville and Associates is thrilled to welcome back our Wellness Series, which ran for 14 installments from 2021 into late 2022. The holidays are upon us!  What is most exciting about that for you?  What pressures or dread does that bring for you?  Which is winning?  Excitement or anxiety?  Let’s get together and talk about specific strategies to decrease the […]