Estate Planning and Elder Law Essentials – at Rockville Senior Center with Lilly Hummel

Presented by Elville and Associates’ Principal Attorney Lilly Hummel, this in person presentation at Rockville Senior Center is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.  This is Elville and Associates’ 10th consecutive year visiting Rockville Senior Center to offer education to its members and surrounding community.

Some of the topics Ms. Hummel will discuss include:

1) What is an Estate Plan and what is the process?  Why is it important to have a process?

2) Why most Estate Plans don’t work as intended and what you can do to avoid planning failure

3) Wills versus Trusts and understanding probate and non-probate concepts

4) Understanding the importance of financial powers of attorney, advance medical directives and MOLST

5) Elder Law, Taxation, and Asset Protection – what these concepts mean in today’s planning

6) Understanding why having outdated documents could provide challenges in the future

7) The absolute importance of incorporating “flexibility” in your planning, and how to achieve perfection for your legacy

8) Getting started – how to take the next steps

To RSVP ahead of time, please click here. Should you have any questions before the presentation, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117.  Or, you can contact Senior Center Support Services Supervisor Alexis D’Angelo at adangelo@rockvillemd.gov, or 240-314-8812.

We look forward to seeing you at Rockville Senior Center!

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