Posts Tagged: estate planning

The Importance of the Family Meeting in Estate Planning/Summer Legislative Update

July 10, 2019

Presented by Elville and Associates’ principal and lead attorney Stephen R. Elville, this discussion will delve into the importance of the family meeting during the estate planning process.  Mr. Elville will also take time during the latter portion of the discussion to talk about important legislation in the news recently, including the new augmented estate …

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Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — The Secure Act – Understanding What Passage Will Mean For Your Clients and For Your Practice (and Its Impact on Clients’ Estate Planning For Retirement Plan Assets)

Enjoy a catered lunch and networking beginning at11:30 a.m.  The Forum will begin promptly at 12:00 p.m. and end at 1:00 p.m. The Secure Act is possibly the biggest change in estate planning since the introduction of Portability and the Marital Deduction. If passed by both the House of Representatives and the Senate and signed into law by President Trump, the impact …

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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@209.59.156.181, @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 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@209.59.156.181 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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Estate Planning & Elder Law Essentials Workshop on Tuesday, June 25th

June 25, 2019

Join Stephen R. Elville, principal and lead attorney of Elville and Associates, as he offers this interactive workshop presentation designed to explore many estate planning and elder law topics and thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics addressed are: understanding the planning process, including the reasons for estate …

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Estate Planning for Special Needs — Thursday, June 20th

June 20, 2019

Presented by Elville and Associates’ principal and lead attorney Stephen R. Elville, this workshop is a discussion that will educate attendees about planning for their loved one with special needs. Attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving the loved one’s …

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Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …

June 15, 2019

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@209.59.156.181, @elvilleassoc What’s been on my mind for the past several weeks is an image – actually two separate scenes – perhaps it is a sequence. It happened about four months ago. Two couples came into my office during the same week …

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