Join Elville and Associates as we welcome Max Reamer, Advisor with The Quantum Group, as he discusses what to look for in today’s life and long-term care insurance market when obtaining new policies and evaluating policies that are already in force. Furthermore, Mr. Reamer will provide clarity around underwriting, which is the first line of […]
Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar will delve into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members […]
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 […]
Presented by Elville and Associates’ Senior Associate Attorney Shannon Werbeck, attendees will be educated about a wide range of topics and leave with a solid foundation of estate planning knowledge to help you, in partnership with your attorney, get started with your planning or update your plan that is long overdue. Some of the topics […]
Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar will delve into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members […]
This presentation is in partnership with Friends House Retirement Community, based in Sandy Spring, Maryland. The information below is being shared on behalf of Friends House and was created by Friends House as well. Greetings from Friends House Retirement Community! August is National Make a Will Month. Did you know that while more than half […]
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 […]
The decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during […]
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our semiannual three-evening Retirement Planning Webinar Series. Each evening is purely educational in nature and no cost to attend. Evening three will feature Steve discussing […]
Stephen Elville and Elville and Associates are pleased to be headed back to Howard County Public Library's East Columbia branch for some estate planning education! Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen R. Elville, this special in person presentation is an in-depth overview that will thoroughly educate attendees about the essentials […]
