While the simultaneous passing of spouses is certainly a possibility, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed. Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event […]
This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some […]
Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following: the eligibility criteria and enrollment process; features of an ABLE account and the account management process; […]
Attorneys, financial advisors, CPAs, and insurance professionals find themselves in the midst of the continuing political maelstrom of 2023. In this one-hour interactive workshop, attorney Stephen Elville, Managing Principal of Elville and Associates, P.C., will lead a discussion about how Advisors and the Advisory Team can best navigate the current political tropical storm and the […]
Medicare – Which Plan Is Right for You? Howard County Public Library – Central Branch (Maxine White Warfield Room) 10375 Little Patuxent Parkway, Columbia, MD 21044 Join Elville and Associates as we welcome and partner with Mr. Donald Oates, President of Whitehouse Financial Group, for this timely in person presentation about "Medicare – Which Plan […]
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 […]
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 […]
