Posts Tagged: estate planning

By Webinar — Estate Planning Essentials

April 16, 2020

Presented by Elville and Associates’ elder law and estate planning attorney Nicole T. Livingston, this event is designed to educate you so that you can control your future, protect your hard-earned savings and have peace of mind. This presentation will be offered in an easy-to-understand format that helps you learn and create a plan of …

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The Elville Workshop Series — Estate Planning for Domestic Partners (for Unmarried Couples) — Via Webinar

April 7, 2020

Join Olivia Holcombe-Volke, Elville and Associates’ senior estate planning attorney and partner, as she offers a discussion about estate planning for domestic partners (unmarried couples). Topics to be discussed include: Topics will include: Is there any difference in estate planning for unmarried couples? The legal landscape post-DOMA (Defense of Marriage Act) Nuances regarding children’s concerns, …

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Trust Protectors – An Integral Piece to a Flexible Estate Plan

April 6, 2020

By:  Stephen R. Elville – Principal and Lead Attorney of Elville and Associates, P.C.   Trust protectors add dimension, scope, and depth to an estate plan, and the essential capability needed to deal with ongoing change in an uncertain world.  If your estate plan does not include a trust protector or the potential for the …

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Digital Assets – An Essential Component to Estate Planning

April 3, 2020

By:  Nicole T. Livingston – Associate Attorney, Elville and Associates, P.C. In 2016, the Maryland Fiduciary Access to Digital Assets Act became law.  This law allows your agent named in your power of attorney, a trustee named in your revocable living trust, or a personal representative named in your Last Will and Testament to obtain …

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Estate Planning Is Not “Permanent,” But a Continuous Process

April 2, 2020

By: Stephen R. Elville, J.D., LL.M. – Principal and Lead Attorney of Elville and Associates, P.C.   Most people approach estate planning as an important but long-put-off project. A natural tendency in this process is to view the planning as ”permanent” and ”forever”. This is a mistake and actually represents the first step towards plan …

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Practical Guidance for Estate Planning, Elder Law, and Special Needs Planning at a Time of World and National Health Crisis – Coronavirus (COVID-19)

March 31, 2020

By:  Stephen R. Elville, Principal and Lead Attorney of Elville and Associates, P.C.   March 31, 2020 – At present there are few things more important than containing and stopping the spread of COVID-19, taking care of those who are infected, supporting doctors, nurses, other medical personnel, and hospitals, providing vital masks, ventilators, protective and …

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Understanding the New SECURE Act – INCOMING!!

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C.   On March 7, 2020 at our recent Client Care Program continuing legal education event at Anne Arundel Community College, I stated that the SECURE Act, and the income tax ramifications it has for most of our clients (mainly, …

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Three Action Items That Are Important to You Estate Planning Right Now

March 24, 2020

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C.   What’s important right now for your estate planning?  In short, three (3) things:  locate all original documents – wills, trusts, powers of attorney, advance medical directives, memorandums – and review them for accuracy and any needed changes; revise …

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Estate Planning for the LGBTQ+ Community

Join Baltimore-Washington Financial Advisors and Elville and Associates’ partner and senior estate planning attorney Olivia Holcombe-Volke for an interactive workshop on, “Estate Planning for the LGBTQ+ Community.”  TOPICS WILL INCLUDE: Is there any difference in estate planning for the LGBTQ+ Community? Discuss the legal landscape and impact following the Supreme Court decision in Windsor, striking down …

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Estate Planning and the Rewards of Peace of Mind, Clarity and Certainty

March 20, 2020

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C. The process of estate planning is confusing and ambiguous for some people, and a real obstacle for others. No one really enjoys sitting down and discussing end-of-life issues or incapacity issues, let alone the sharing of personal information with a …

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