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“Just Do” Your Estate Planning – Perfection Will Come Through a Lifetime Process

By: Stephen R. Elville, J.D., LL.M. – Managing Principal and Lead Attorney – Elville and Associates, P.C. Lately I’ve been thinking about the theme Elville and Associates has been talking to clients about so much since late 2022 and now into 2023, and that is achieving perfection in estate planning.  While this concept is important, …

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Inheriting the Responsibility of Serving as a Personal Representative or Trustee

By: Shannon K. Mumaw – Associate Attorney One of the first questions people ask when they discover they have been appointed as the personal representative under a loved one’s Last Will and Testament or as the trustee under a Trust is – “What do I have to do?” Serving as a personal representative or trustee …

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Honoring “Grandfamilies” During National Family Caregivers Month: Resources for Grandparent Caregivers

November marks National Family Caregivers Month. Today, roughly 3 million children reside with grandparents who have committed to being their primary caregivers, according to Pew Research Center estimates. Grandparents may step in when the child’s parents can no longer take care of the child, when the parents pass away, or when a court takes away …

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What Is the Difference Between a Springing and Non-Springing Power of Attorney?

A power of attorney is a document that grants various powers and responsibilities to a trusted third party or “agent” who can act on your behalf. This document usually only allows an agent to make non-medical decisions on your behalf. A power of attorney can be a valuable planning tool that lets you decide in …

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Don’t Yet Want Your Heirs to Know About Your Assets? Use a Quiet Trust in Your Estate Plan

Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have made a trust for them. However, this is not always desirable — and this is where a “quiet” trust may be helpful. A quiet trust is …

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