Posts Tagged: attorney

Attorney or Financial Planner? Often, Both.

April 3, 2020

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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The 2010 Maryland Power of Attorney Act – A Gamechanger

July 8, 2019

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc In 2010 the Maryland Power of Attorney Act changed the law, and changed the way we think about powers of attorney in Maryland.  This game-changing law sets forth accountability standards for agents to their principals and provides that powers of …

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Ten Things to Look For in An Estate Planning Attorney or Elder Law Attorney

June 4, 2015

  1)  Provides a warm, empathetic approach and caring environment. 2)  Planning attorney is a counselor and not just a technician. 3)  Clients are provided with a unique estate planning or elder care experience and not just a transaction. 4)  Provides an interactive planning process in partnership with the client and with emphasis on client …

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