elville and associates

Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients

    By:  Jeffrey D. Stauffer — Community Relations Director — jeff@elvilleassociates.com, 443-393-7696, @elvilleassoc Columbia, MD – In the first-of-its-kind partnership in the country, Elville and Associates, P.C., an estate planning, elder law, and special needs planning law firm based in Columbia, Maryland, and the Institute on Healthcare Directives have partnered to offer MIDEO® (My …

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Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com, @elvilleassoc Many people 65 years of age and over are subconsciously aware of the vulnerability of their assets, including retirement plan assets (IRAs, 401(k)s, 403(b)s, and other Qualified Plans) to Medicaid (long-term care) spend down and dissipation. This awareness carries over …

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The 2010 Maryland Power of Attorney Act – A Gamechanger

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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The Most Important Document in Estate Planning – The Financial Power of Attorney

Authored by: Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc A properly drafted financial power of attorney is arguably the most important document in estate planning. How old is yours and when was the last time it was updated? Why take risks when it is so easy to put a …

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The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com An unprecedented situation is underway – the Secure Act may impact estate planning in a significant way – in particular, estate planning for retirement plan assets. The Secure Act (House of Representatives’ version – the 10-year plan) recently passed through the …

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