News

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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New VA Aid & Attendance Rules as of October 18, 2018

By:  Lindsay V.R. Moss, J.D. – Partner   New rules regarding eligibility for VA pension (Aid & Attendance) were implemented by the Department of Veterans Affairs (VA) on October 18, 2018. The new rules are quite comprehensive, but they can also provide more opportunities to qualify for these important benefits. The major changes are outlined …

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Social Security Disability and The Americans with Disabilities Act

By: Meghan E. McCulloch, J.D. – Partner   Social Security disability (known as “SSDI”, for Social Security disability insurance) is a federal disability insurance program that provides a financial benefit to individuals who have worked and paid taxes in to Social Security, but later become unable to work due to their physical and/or mental limitations. …

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Estate Planning Is Vital for All, Regardless of Asset Level

By: Olivia R. Holcombe-Volke, J.D. – Partner Are you over the age of 18? Is your autonomy important to you – your ability to make decisions for yourself? If you ever lost that ability – ever lost the mental capacity – to make decisions for yourself, is it important to you that you personally select …

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Exceptions to the Early Withdrawal Penalty for IRAs, 401(k)s, and Other Qualified Plans

Authored by: Stephen R. Elville, Esq. — 443-393-7696, steve@elvilleassociates.com, @elvilleassoc   Individual Retirement Accounts, 401(k)s, and other qualified plans allow an employee to shelter his or her retirement savings, tax-free, until retirement. When an employee withdraws funds from his IRA or 401(k), the amount withdrawn is considered taxable income. Because of this favorable tax treatment, …

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