Are you “asset protected”? Asset protection comes in different varieties – basic, such as the protections offered to spouses who own property as tenants by the entirety, protections for owners of IRAs and qualified plans, and protections for certain owners of life insurance and annuities; domestic, such as the protections offered in various “asset protection states” where it is possible to establish a self-settled lifetime asset protection trust; testamentary, such as the protections that can be provided for beneficiaries through the use of irrevocable spendthrift trusts established at death; or long-term care-related protections and asset preservation. If you do not have a working knowledge of at least three of these four asset protection categories, your asset protection is at risk and you should seek the advice of your advisory planning team professionals.
- 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)