Elville and Associates offers a wide variety of free webinars that provide valuable insights on important topics faced by families in all stages of life. Recordings of past webinars are listed below. You may also register for any of our future webinars on our Events page.
Learn the truth about everything you always wanted to know about seniors’ real estate from an industry expert at the national level. Have you ever wondered about … — resources for care placement (and the pros & cons)? — you “don’t know what you don’t know” about choosing a retirement community? — how to decide …
Learn the Truth About About Seniors’ Real Estate Read More »
Kelly Nelson, Outreach and Communications Manager from MarylandABLE, shares an overview of how ABLE accounts can help people with disabilities and their families save for the future without jeopardizing federal, state and local benefits. Attendees learn about: — the eligibility criteria and enrollment process; — features of an ABLE account and the account management process; …
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar delves into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in …
Webinar — The Financial Planning Aspects of Estate Planning with Olivia Holcombe-Volke Read More »
After years in academia and geriatric healthcare, Dr. Michelle Fritsch started a business in late 2018 called Retirement Wellness Strategies. The website is www.retirewellness.com. This came from years of seeing people, mostly men with high demand jobs, be ‘robbed’ of their retirement dreams due to preventable health crises. Over 25 years of healthcare expertise led …
As you know COVID-19 has affected us all in many ways, and one significant way it has had impact is on our mental health. This workshop gives you the latest statistics on mental health and how is has changed with this pandemic, as well as some things to consider, strategies to help and resources for …
COVID 19 and Mental Health” with Ms. Ellen Platt of The Option Group Read More »
Elville and Associates’ senior elder law and VA-accredited attorney Lindsay V.R. Moss offers this presentation regarding VA Aid & Attendance — a tax-free benefit provided by the Department of Veteran Affairs. The benefit is designed to provide financial aid to help offset the cost of long-term care for those who need assistance with the daily …
Elville and Associates’ President and Principal Attorney Stephen Elville offers this webinar discussion about the very important topic of how to select a Trustee. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you’re educated about all the factors that …
Trustee Selection How to Choose the Right One for You with Stephen Elville Read More »
Should you change business forms in light of recent tax legislation? If you’re starting a new business, which type of entity is best for you? Discover the relative merits and detriments of the various entity choices after the recent spat of tax law changes. Topics covered include: · Tax implications of LLCs, LLPs, S-corps, regular …
Elville and Associates’ managing principal and senior estate planning attorney Olivia Holcombe-Volke offers this important and inclusive discuss related to estate planning for business owners. Perhaps you inherited a family business, and it is meant to carry on in the family, as a legacy. Or perhaps you built a business from the ground up, and …
Estate Planning for Business Owners with Olivia Holcombe-Volke Read More »
While simultaneous death is certainly a possibility, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed. Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event that one spouse …
