The classical musician plays by reading music, or from memory, in a planned setting, while it is said that the accomplished jazz musician plays from a repertoire of somewhere between 150 to 250 songs, sometimes not knowing what song they will play or which key they will play in until they are on stage. In estate and elder law planning you should plan by anticipating both the expected and the unexpected, with carefully chosen fiduciaries who can follow established rules and norms, but who also have the capability to improvise when called upon to do so.
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
- The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?
- Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …