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Dec. 11 2018

Today’s Elville Thought of the Day

By Steve Elville | Posted in Estate Planning | No Comments

IRA and qualified plan beneficiary designations must be carefully considered, as they have significant impact on continued tax deferral and asset protection for the beneficiary, and downstream control (where desired) for the plan participant (account holder). #elvilleeducation

Stephen R. Elville, JD, LL.M

Elville & Associates, P.C.
9192 Red Branch Road
Suites 100 & 300
Columbia, Maryland 21045

Planning for Life, Planning for Legacies

443-393-7696 (Main Number)
443-393-7697 (Facsimile)
443-741-3446 (Baltimore calling area)
301-272-8874 (Montgomery Co/DC/Northern Va. calling area)
Steve Elville, of Elville and Assocaites, posts a THOUGHT OF THE DAY, daily on his website. Check it out at http://www.elvilleassociates.com/

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Steve Elville

About

Elville & Associates engages clients in a multi-step educational process to ensure that estate and elder law 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. Legal Services Include: Wills, Trusts, Estate Tax Planning, Powers of Attorney, Living Wills/Advance Medical Directives, Medicaid Asset Protection Trusts, Medicaid Planning and Qualification, Estate Administration, Fiduciary Representation, Nursing Home Selection, Guardianships, Special Needs Planning for children and adults, Social Security Disability Income (SSDI), Supplemental Security Income (SSI), and IRS tax controversy.

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