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The Essentials of Estate Planning and Elder Law

February 7 @ 7:00 pm - 8:30 pm

https://www.timmickfinancial.com/.32.htm

Join Elville and Associates’ Managing Principal and Lead Attorney Steve 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 one 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  • How outdated documents create problems in the future, and how to achieve perfection for your legacy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 Wednesday 2/8’s “Savvy Social Security Planning” or Thursday 2/9’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.  

#elvilleeducation

Details

Date:
February 7
Time:
7:00 pm - 8:30 pm
Event Category: