The Essentials of Estate Planning and Elder Law

Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. 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 three will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics:

• Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each
• How to properly protect assets so the most possible passes to your spouse, children and grandchildren
• How outdated documents create problems in the future, and how to achieve perfection for your legacy
• How to plan for incapacity and avoid guardianship
• How to define specific goals for your family’s unique planning needs and circumstances
• Help ensure family harmony while settling your estate
• Why many estate plans fail and the steps you can take to ensure success for your family

To RSVP for the presentation ahead of time or to RSVP for Monday, September 23rd’s “Savvy Social Security Planning” or Tuesday, September 24th’s “Maximizing Retirement Income” webinars, please click here.

Should you have questions ahead of time, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.  We look forward to seeing you there!

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