Archive for the ‘Estate Planning’ Category

Apr. 24 2014

Today’s Thought of the Day!

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

TODAY’S THOUGHT OF THE DAY Your estate plan can override a prior pre-nuptial agreement. Join Steve and WBJC’s Jonathan Palevsky, Saturday, May 3, for an estate planning and financial seminar, complete with complementary brunch!  Information and reservations at 410-393-7696.  Seating is limited. Stephen R. Elville, JD, LL.M Elville & Associates, P.C. 9192 Red Branch Road […]

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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