Archive for the ‘Estate Planning’ Category

Sep. 19 2014

Today’s Thought of the Day!

By Steve Elville | Posted in Estate Planning, Staff Blogs | No Comments

Tangible personal property is usually the first thing distributed in your estate. How tangible personal property is distributed – equitably, by rotation, by appraised value, or other system; or whether all tangible items should be sold and the proceeds added to the balance of your estate to be distributed, will depend on your unique situation. […]

May. 30 2014

The Elville Center for the Musical Arts!

By Steve Elville | Posted in Estate Planning, Staff Blogs | No Comments

  The attorneys and staff of Elville and Associates are proud to announce the launch of the firm’s new charitable organization – The Elville Center For The Musical Arts. The new Elville Center will be a 501(c)(iii) non-profit corporation that will partner with local and regional businesses such as Music and Arts, schools, and other […]

Mar. 07 2013

Estate and Gift Tax Update

By Steve Elville | Posted in Estate Planning | No Comments

  The American Taxpayer Relief Act of 2012               A wonderful client of mine recently shared a joke with me.  I thought the joke so humorous, and later, so applicable to many situations in life, that I feel it bears telling again – here it is.  Two men (acquaintances) unexpectedly see each other at […]

Feb. 01 2013

Updates in Maryland Law

By Steve Elville | Posted in Estate Planning | No Comments

              Maryland’s new General and Limited Power of Attorney Act – for decades, powers of attorney in Maryland were largely unregulated – evidenced by a dearth of statutory provisions in the Annotated Code of Maryland.  Subsequently, among many other problems, banks, brokerage firms, insurance companies, and other financial institutions could refuse to accept or […]

Jul. 09 2012

Best Estate Planning for Seniors

By Steve Elville | Posted in Estate Planning | No Comments

A principle of good estate planning is that there is no “one size fits all” estate plan.  Every estate plan should be customized for the particular needs and desires of a family or individual whether or not the estate is “taxable” (in 2012, over one million dollars for state estate tax purposes, or over five […]

Jul. 02 2012

Planning Your Charitable Legacy

By Steve Elville | Posted in Estate Planning | No Comments

Many clients take advantage of our Legacy System to fully educate themselves and their families about all of the options available to them in modern estate planning, including providing a personalized planning structure for loved ones, passing along one’s values through planning (purposeful planning), providing a shell of protection (asset protection) for the shares of […]

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