Talking about politics can sometimes be risky business.  However, as is often said, elections have consequences and in the context of estate planning it is important to examine the Biden […]

Tags: estate planning, Tax Planning, trusts
Posted in Blog | Comments Off on The Biden Administration’s Effect on Estates, Trusts, and Tax Planning

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C.   On March 7, 2020 at our recent Client Care Program continuing legal education […]

Tags: estate planning, Retirement Plan Assets, Secure Act, Tax Planning
Posted in Blog | Comments Off on Understanding the New SECURE Act – INCOMING!!