Archive for the ‘Estate Planning’ Category

Oct. 22 2014

Today’s Thought of the Day!

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

Friends or relatives who are facing end of life situations often take comfort in knowing they can design and customize their estate plan to protect children and other beneficiaries despite their adverse health circumstances. The knowledge and awareness that they have complete control over this aspect of their lives can make all the difference during […]

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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