Webinar – Special Needs Planning: Financial and Estate Planning in Unique Circumstances

Co-presenting will be Elville and Associates’ Principal Attorney and Rockville office leader Lilly Hummel, and Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant and Financial Advisor Cortney Heykoop.

Proper Estate Planning is a true gift you can leave to your loved ones. In this seminar we will review general estate planning documents taking this a step further to include a Family Love Letter. The Family Love Letter is a gift – of time, love and clarity. It is a Legacy for the Living. We will all leave a legacy. Will it be a legacy of confusion or of information? Will we add to the trauma of our death or incapacity by adding to its inherent confusion, or leave a roadmap for those who follow? Will we leave a Legacy for the Living – of the stories, hopes and desires for our family?

To RSVP and receive your personal link to attend, please click here.

Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!