Posts Tagged: Elville

Health and Wealth – Making Sense of Alzheimer’s and Dementia

September 5, 2019

A free discussion on Alzheimer’s and dementia focusing on the risk factors, stages of the disease, and current research will be provided by featured speaker Sheila Baldeo, Executive Director of Ask Carol, in collaboration with the Alzheimer’s Association. Estate and financial considerations will also be provided by Elville and Associates’ estate and elder law attorney …

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Social Security Benefit Regulations for a Retired Parent and His/Her Spouse of Children with Special Needs

August 22, 2019

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, the child may qualify for Social Security Disability Insurance (SSDI) based on the parent’s work record if the child’s disability manifested itself before …

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

July 9, 2019

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 New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?

July 2, 2019

Authored by: Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc The new Elective Share Law, otherwise known among estate planning lawyers as the “augmented estate legislation”, was passed by the Maryland Legislature and will be effective October 1, 2020. This new law will have a profound impact on the estate …

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Trustee Selection — How to Choose the Right One for You

May 23, 2019

Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for this free workshop to discuss the important process of selecting a trustee. Among the topics of discussion will be: What is a Trustee and what are their responsibilities • Types of trustees and their characteristics …

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