By: Jeffrey D. Stauffer – Executive Director – Elville Center for the Creative Arts, Inc.; Community Relations Director – Elville and Associates, P.C. “Music does bring people together. It allows […]

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By: Chris Wehner, CPA, CFP – Gross, Mendelsohn & Associates The SECURE 2.0 Act of 2022 (“Secure 2.0”) was passed on December 29, 2022, and focuses primarily on enhancing retirement […]

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By: Rebecca Timonen – Paralegal and Asset Alignment Coordinator – Elville and Associates, P.C. If you recently purchased a home or transferred real estate into your trust, beware of scammers! […]

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What Is a Spendthrift Trust? A spendthrift trust protects beneficiaries who may need help managing their finances responsibly. The trust preserves the beneficiary’s inheritance for use over an extended period. […]

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By: Stephen R. Elville, J.D, LL.M., Managing Principal and Lead Attorney – Elville and Associates, P.C. Runners are told to “run tall” to have the best technique; swimmers are instructed […]

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By: Shannon F. Werbeck – Associate Attorney – Elville and Associates, P.C. Choosing a successor to manage your affairs after your death and in the event that you are incapacitated […]

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By: Shannon Goodwin – Senior Associate Attorney When you think about your estate and what you are going to leave behind for your loved ones, your mind most likely jumps […]

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In creating an estate plan, you are proactively taking steps to ensure that your assets will be distributed according to your wishes in the wake of your death. One tool […]

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A power of attorney is a powerful planning document that enables you (the “principal”) to give another person (the “agent” or “attorney-in-fact”) the power to act for you while you are alive. […]

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In the wake of the pandemic, rising inflation, mass shooting tragedies, and other events, more people recognize that they need to plan for the future. Yet while financial planning has […]

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