Three Action Items That Are Important to You Estate Planning Right Now

March 24, 2020

By: Stephen R. Elville, J.D., LL.M. – President and Principal Attorney of Elville and Associates, P.C.

 

What’s important right now for your estate planning?  In short, three (3) things:  locate all original documents – wills, trusts, powers of attorney, advance medical directives, memorandums – and review them for accuracy and any needed changes; revise and update all documents that require changes or updating, and check/verify all asset alignment and beneficiary designations to ensure continuity of the plan; and lastly organize all your estate planning documents, financial documents and information, digital asset information, letter of wishes, memorandums or instructions, and any other information you deem pertinent to your plan and legacy.  Locate, revise/update, and organize.

 

Are you taking the time to think about your estate planning?

 

Stephen R. Elville is the principal and lead attorney of Elville & Associates, P.C., a leading estate planning, elder law, and special needs planning law firm in Maryland. Elville and Associates engages clients in a multi-step educational process to ensure that estate, elder law, and special needs planning works from inception, throughout lifetime, and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading-edge, customized planning. The education of clients and their families through counseling and superior legal-technical knowledge is the practical mission of Elville and Associates. If you would like to set an appointment with Mr. Elville to discuss estate or elder law planning issues, you may contact him at 443-393-7696, or via email at steve@elvilleassociates.com.    #elvilleeducation