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DTSTART;TZID=America/New_York:20240814T100000
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DTSTAMP:20260423T043945
CREATED:20241219T214345Z
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UID:75367-1723629600-1723634100@elvilleassociates.com
SUMMARY:Webinar – Estate Planning Essentials
DESCRIPTION: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.\nSome of the topics Ms. Werbeck will address include: \n— understanding the planning process\, including the reasons for estate planning\n— wills vs. trusts\n— probate vs. non-probate and understanding non-probate devices\n— the absolute importance of incorporating “flexibility” in your planning\n— planning for incapacity\n— understanding the importance of financial powers of attorney\, advance medical directives\n— asset protection for children \nTo register and receive your personal link to attend\, please click here! \nFor most professionals who attend\, 1.5 continuing education hours will be available. \nShould you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-estate-planning-essentials/
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DTSTART;TZID=America/New_York:20240821T100000
DTEND;TZID=America/New_York:20240821T111500
DTSTAMP:20260423T043945
CREATED:20241219T214344Z
LAST-MODIFIED:20241219T214344Z
UID:75366-1724234400-1724238900@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION: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 understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.\nLearning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis \n— what is the legal step-by-step process that needs to be taken after death? \n— what are the practical steps that should be taken after death? \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-10/
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DTSTART;TZID=America/New_York:20240826T150000
DTEND;TZID=America/New_York:20240826T160000
DTSTAMP:20260423T043945
CREATED:20241219T214358Z
LAST-MODIFIED:20241219T214358Z
UID:75371-1724684400-1724688000@elvilleassociates.com
SUMMARY:In Person Presentation: Let’s Talk About Your Legacy – A Discussion About Wills and Advance Directives
DESCRIPTION: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.\nGreetings from Friends House Retirement Community! \nAugust is National Make a Will Month. Did you know that while more than half of Americans think having a will is important\, only a third have one? \nCreating a will is one of the most important steps you can take to ensure your wishes are honored. Yet\, many people delay this vital task. Here at Friends House\, we understand that the process can seem overwhelming\, but it doesn’t have to be. \nA will allows you to: \n\nProvide for your loved ones and avoid family disputes.\nSupport charitable organizations that reflect your values.\nSpecify how your assets are distributed.\n\nHere are a few reasons why having a will is crucial: \n\nControl Over Your Estate: Without a will\, state laws will determine how your assets are distributed\, which may not align with your wishes.\nSupport Charities: You can leave a legacy by donating to causes you care about.\nMinimize Taxes: Proper estate planning can help reduce the taxes that your heirs will have to pay.\n\nThroughout August\, we’ll be sharing more information about the importance of wills and how you can create or update yours. Your legacy can make a lasting impact on the lives of your loved ones and the residents of Friends House. \nTo learn more\, read our latest blog post: Why August is the Perfect Time to Plan Your Legacy. \nFriends House is pleased to host a special in person presentation by Attorney Lilly Hummel from Elville and Associates. In honor of National Make a Will Month\, this event will provide valuable insights on wills and estate giving\, helping you plan your legacy with confidence.  to RSVP to the event\, please email Friends House Director of Development Anne Derby at ADerby@friendshouse.com. \n 
URL:https://elvilleassociates.com/blogs/6168/event/in-person-presentation-lets-talk-about-your-legacy-a-discussion-about-wills-and-advance-directives/
CATEGORIES:In-person presentation
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DTSTART;TZID=America/New_York:20240830T100000
DTEND;TZID=America/New_York:20240830T113000
DTSTAMP:20260423T043945
CREATED:20241219T214348Z
LAST-MODIFIED:20241219T214348Z
UID:75370-1725012000-1725017400@elvilleassociates.com
SUMMARY:Webinar – Planning for the Future and Using Real Estate as a Vehicle
DESCRIPTION: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.\nWebinar Overview: \nIntroduction to Real Estate Investing \n\nThe Power of Real Estate:\n\n\n\n\nWhy real estate is a robust investment for retirement.\nHistorical performance and future trends in real estate markets.\nResidential: single family\, multi-unit properties\, second homes\, rentals\n\n\n\n Building Your Real Estate Portfolio \n\nGetting Started:\n\n\n\n\nHow to assess your financial readiness and set realistic goals.\nIdentifying the right properties and locations for investment.\n\n\n\n\nFinancing Your Investments:\n\n\n\n\nMortgage options\, leveraging equity\, and alternative financing methods (including DSCR).\nTips for securing the best financing structure/terms.\nUtilizing 1031 exchange to defer tax implications\n\n\n\nLong-Term Wealth Building: \n\nPassive Income Streams:\n\n\n\n\nStrategies for generating steady rental income.\nShort-term rentals vs. long-term leases: What’s best for you?\n\n\n\nExit Strategies: \n\nEstate Planning and Leaving a Legacy\n\n Q&A Session: \no    General Q&A session. Can schedule call/consult for your personalized scenario. \n Why Attend? \n\nGain comprehensive insights into real estate investing as a retirement strategy.\nLearn actionable techniques to build and manage a profitable real estate portfolio.\nConnect with experts to begin or accelerate your investment plans.\n\nRegistration: Secure your spot today and receive your personal link to attend by clicking here. Don’t miss this opportunity to learn how to accelerate your retirement goals through smart real estate investments. \nWho Should Attend? \n\nIndividuals planning for retirement and looking for alternative investment strategies.\nFinancial advisors seeking to offer more comprehensive retirement planning services.\nAnyone interested in leveraging real estate to build long-term wealth.\n\nTake control of your retirement future with the power of real estate. Join us for this enlightening webinar and start your journey towards financial freedom and a prosperous retirement. We look forward to seeing you there! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-planning-for-the-future-and-using-real-estate-as-a-vehicle/
CATEGORIES:Webinar
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