Is your financial advisor one of the key players in your financial, legal, and tax world? The two-fold answer is yes, and yes they certainly can be. In two recent examples, financial advisors managing assets for clients not only recommended an estate planning attorney and played key roles in the clients accomplishing their estate planning, they took lead organizational roles in team planning strategies that saved each client’s estate over $100,000 in estate tax. Is your top-tier proactive financial advisor worth their weight in gold? Even if not, perhaps some other precious metal will apply.
- Elville and Associates’ Principal Stephen R. Elville Partners with University of Maryland Autism Research Consortium for Nationwide Webinar Series and Panel Discussion
- The Future of Pro Bono in Maryland
- Elville and Associates Partners with Maryland ABLE to Offer Special Needs Planning Workshop to Harbour School at Annapolis Parents
- Lindsay V.R. Moss, Esq., Becomes Partner at Elville and Associates, P.C.
- A Guide for Making Room for Grief in Work & Life
- How One Thing Might Lead to Another
- 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
- The Movement to Improve End-of-Life Health Care Planning
- Fly, Rattle, and Roll
- Senior Home Seller? Here’s the Solution! (Part 2 of 2)