News

Attorney or Financial Planner? Often, Both.

By:  Olivia R. Holcombe-Volke – Partner, Elville and Associates, P.C.   Let me start with a PSA (public service announcement).  Everyone over the age of 18 should have a basic estate plan in place.  This advice is based upon the reality of the risk of incapacity – from which no one is exempt – and …

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Practical Guidance for Estate Planning, Elder Law, and Special Needs Planning at a Time of World and National Health Crisis – Coronavirus (COVID-19)

By:  Stephen R. Elville, Principal and Lead Attorney of Elville and Associates, P.C.   March 31, 2020 – At present there are few things more important than containing and stopping the spread of COVID-19, taking care of those who are infected, supporting doctors, nurses, other medical personnel, and hospitals, providing vital masks, ventilators, protective and …

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Understanding the New SECURE Act – INCOMING!!

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 event at Anne Arundel Community College, I stated that the SECURE Act, and the income tax ramifications it has for most of our clients (mainly, …

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The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts (Elville and Associates’ Letter to Clients)

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) for required …

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Know the Signs of Elder Abuse and Report It if Necessary

By:  Jill Rosner, R.N., B.S.N. – Guest Contributor – Rosner Healthcare Navigation On June 15, the World Health Organization (WHO) acknowledged Elder Abuse Awareness Day. Communities across the world participated in activities to bring awareness to a problem that faces many elders and oftentimes goes unnoticed. I share information about elder abuse every year to …

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The Importance of the Family Meeting in Your Estate Planning Process

By:  Nicole T. Livingston, J.D. – Associate Attorney – nicole@elvilleassociates.com, 443-393-7696 Some clients are reluctant to share their planning with their family. You may feel the plan is private or needs to wait to be unveiled at the time of your death. Perhaps, you do not want to create tension if you chose one family …

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The SECURE Act: Ballistic Missile Alert or False Alarm

By:  Stephen R. Elville, J.D., LL.M. – Principal Many of us remember the Hawaii ballistic missile red alert that was issued in January of 2018, the one that fortunately turned out to be a false alarm. How could such a thing happen? How could a drill go so wrong and cause so much damage? Estate …

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Elville and Associates’ Client Care Program – Providing the Highest Level of Service, Working to Exceed Every Expectation, and Offering Benefits that Matter to Our Members

By:  Jeffrey D. Stauffer – Community Relations Director As one of only fifty (50) Client Care Programs in the United States accredited by the Client Care Academy in Boston, Elville and Associates’ Client Care Program (CCP) mission is to provide Members with the comfort and assurance that their estate and elder law plans will stay …

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Case Study: Invoking the Elective Share

By:  James M. Dore, J.D. Consider the following scenario – a couple got married and had two children, a son and a daughter. After many years of marriage and raising the children into adulthood, the wife took ill and passed away. In the year following his wife’s death, the husband executed a Last Will and …

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