Posts Tagged: estate planning

Estate Planning Essentials Workshop

Estate Planning Essentials Workshop

October 24, 2019

Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? 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 …

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Estate Planning Essentials Workshop

October 23, 2019

Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? 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 …

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Estate Planning Essentials Workshop

October 22, 2019

Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? 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 …

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Estate Planning Is Vital for All, Regardless of Asset Level

Estate Planning Is Vital for All, Regardless of Asset Level

October 15, 2019

By: Olivia R. Holcombe-Volke, J.D. – Partner Are you over the age of 18? Is your autonomy important to you – your ability to make decisions for yourself? If you ever lost that ability – ever lost the mental capacity – to make decisions for yourself, is it important to you that you personally select …

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Elville and Associates to Host Series of Estate Planning Workshops October 22nd – 24th in Columbia/Ellicott City

September 23, 2019

By – Jeffrey D. Stauffer – Community Relations Director – jeff@elvilleassociates.com, 443-393-7696 x117, @elvilleassoc   WHEN and WHERE — CHOOSE FROM ONE OF THREE DATES: Tuesday, October 22nd — 7 – 8:30 p.m. at the Sheraton Columbia Town Center — 10207 Wincopin Circle, Columbia 21044 Wednesday, October 23rd — 10 – 11:30 a.m. at Turf …

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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@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 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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