Posts Tagged: financial planning

Lindsay V.R. Moss, Esq., Becomes Partner at Elville and Associates, P.C.

November 7, 2018

In February, Elville and Associates’ Principal Stephen R. Elville promoted Lindsay V.R. Moss to Partner. Ms. Moss joined Elville and Associates in 2013 as an Associate Attorney. After professional development, Ms. Moss now leads the firm’s Elder Law division. She regularly assists clients in crisis situations, and works with families to facilitate the best possible …

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How One Thing Might Lead to Another

I was going to write a piece about pianists in the first part of the 19th century, and while doing my research, realized that one can’t really discuss this era of pianists without looking at a famous violinist. To begin, keyboard players in the baroque and classical eras were generally taught to sit straight, not …

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A Guide for Making Room for Grief in Work & Life

Have you ever created intentional space in your work/life for grief? I never knew it was possible until earlier this month. I may be relatively young, but I’ve had my share of deaths to process in life. In all instances, I went through the motions and then seemed to just move on. As in, I …

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How Will My Agent Know Where My Property Is – and How to Access It? The Maryland Fiduciary Access to Digital Assets Act, Digital Storage Options, Safe Deposit Boxes, and Good Old Fashioned Record-Keeping

As recently as this morning, I experienced a headache common to all of us living in the now almost-entirely-digital age.  I went to log on to my email from a different “platform” than I normally use (an old laptop, rather than my phone where I normally check email, and on which my email password is …

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Fly, Rattle, and Roll

I don’t know how many people fly to various destinations across the U.S. from Baltimore via the Charlotte Airport travel hub, but I assume it’s quite a lot.  Having done so many times, my experience has been that on some of the small commuter airplanes that routinely fly the Charlotte route the ride can be …

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The Movement to Improve End-of-Life Health Care Planning

A nationwide movement has been underway since the late 1990s to improve end-of-life health care planning by individuals.  While Advance Directives including Living Wills and Do-Not-Resuscitate Orders (DNRs) have been widely used to address future decisions regarding life support, pain relief and the administration of nutrition and fluids, they do not capture a patient’s preferred …

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Senior Home Seller? Here’s the Solution! (Part 2 of 2)

There are right ways and wrong ways to go about rightsizing, home selling, and selecting your new home, and it’s never fun having to experience the “learning curve,” especially if it’s been many years since you have moved. The process of home selling has changed greatly thanks to technology and the invention of the Internet.  …

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Client Care Program Update – the April Tax Reform Educational Event, the Summer Social Event at Toby’s Dinner Theatre, and Looking Forward to the Annual Client Event

As the Client Care Program nears its two-year anniversary, the mission of the CCP (“planning that works”) remains the same – to provide CCP members with the comfort and assurance that their estate and elder law plans will stay updated over the passage of time and that clients and their families receive the education they …

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Aging in Place Doesn’t Just Happen, It Takes a Plan

On Wednesday, May 23, I attended the McDaniel College Center for Aging’s update on Aging in Place. Not surprising, the results of a recent survey given to those over 60 indicated that over 90 percent of the aging population (which is rapidly growing) wants to age in their own home. The exciting news is that …

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The Early Retirement and Disability Decision

Determining the timing for when to retire can often be a difficult decision and it becomes even more challenging when the individual is dealing with a medical condition that interferes with their ability to work.  Most people are aware of the retirement benefits that are available to workers who have paid into Social Security, including …

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