family

happy multi-generational African American family with estate plan after a family meeting

The Importance of the “Family” Meeting in Estate Planning

By:  Olivia R. Holcombe-Volke – Partner and Senior Estate Planning Attorney – Elville and Associates, P.C. Many clients ask “how will my son/daughter/sister/cousin/friend [i.e., people designated to carry out the estate plan] KNOW what the documents say or how they work?”  This question highlights a very important point, which is that an estate plan is …

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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 …

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