Charitable giving is an incredible way to positively impact organizations, foundations, and causes near and dear to your heart. Whether philanthropy and charitable giving is a regular part of your life or if you are considering it as an integral component of your estate plan, charitable giving can be a wonderful way to leave a […]
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 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 […]
Join Elville and Associates’ Managing Principal and Lead Attorney Steve 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 one will feature Steve discussing estate […]
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 […]
Stephen R. Elville & Elville and Associates Present:2023 Annual Client and Community Education Event “Asset Protection – Protecting Your Legacy and the Ones You Love” Saturday, November 4th – 8:30 a.m. – 12:00 p.m. Ten Oaks Ballroom – 5000 Signal Bell Lane, Clarksville, MD 21029 Stephen R. Elville, the attorneys and staff of Elville and […]
Join Elville and Associates as we welcome back Realtors® and Seniors Real Estate Specialists® Donna Weaver and Karen Lawlor with the Wendy Slaughter Team of Elevate Real Estate Brokerage. Donna and Karen are back to talk about “Aging in Place & Downsizing for Your Next Chapter,” and will share their thoughts about some of today’s […]
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 […]
