Estate planning is not only about the quality of the documents you implement, it is also about substantive process. What is process? Process should include benchmarks for information gathering, counseling, client consideration and deliberation, collaboration with financial advisor and CPA, extensive document review, client and family education, training for trustees and other fiduciaries, family meetings, and more. If your estate planning experience did not involve goal setting and the process of attaining certain benchmarks in the planning process, then you are the unknowing victim of a one-dimensional approach called traditional estate planning (TEP).
- Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …
- “Your Home, Your Deed, Your Legacy – Ensuring Stability in Baltimore City through Legal Services” co-authored by Olivia Holcombe
- 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