Archive for the ‘Estate Planning’ Category
The Financial Planning Aspects of Estate Planning
The Financial Planning Aspects of Estate Planning By: Olivia R. Holcombe-Volke, J.D. – Senior Principal – Elville and Associates, P.C. Initially, my thoughts on this topic – “Financial Planning Aspects of Estate Planning” – were to elucidate and emphasize the importance of working with a financial planner (as well as a tax planner) as part […]
A Letter of Wishes, By Any Other Name
A Letter of Wishes, By Any Other Name, Authored by: Olivia R. Holcombe-Volke, J.D. – Partner and Senior Estate Planning Attorney – Elville and Associates, P.C. Sometimes called a Letter of Intent, a Letter of Instruction, a Letter of Desires – Regardless of the Title, the Import is the Point Imagine – as unpleasant as it […]
Preparing for Possible Tax Law Changes after the Election
The 2020 election is upon us. The recent past has taught us that trying to predict the results of an election can be futile at best. Still, our clients need timely counsel regarding their wealth management, and it is our role as advisors to keep them as informed as possible when it comes to potential […]
The Philosophy of an Estate Planning Client Care Program – Intentionalism
By: Stephen R. Elville, Managing Principal, Elville and Associates, P.C. You are searching for a client care program (whether you know it or not). Yes, you are. Whether you are consciously aware of this is the purpose of this article. You do want your estate plan – your Last Will and Testament; or your will […]
Steve’s Thought of the Day
The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan — or create one if you haven’t already. Experts recommend that you will need to […]
Steve’s Thought of the Day
In yesterday’s Time to Think blog, we talked about providing for the possibility of a trust protector, a special fiduciary that adds dimension and flexibility to an estate plan. This brings to mind the issue of also providing for the possibility of other contemporary planning approaches into our estate planning and making sure we understand what those […]
Steve’s Thought of the Day
Family time – it’s something we have much more of right now. For many of us it’s a good time to get back to basics – relationships, house work, shared values, past recollections, discussions of shared visions, shared dreams, and shared goals, stories of good times and bad, joys and sorrows. It’s also a good […]
Steve’s Though of the Day
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 […]
Today’s Elville Thought of the Day
Remember all that tangible personal property you keep thinking about (furniture, jewelry, silver, clothing, collections, automobiles, boats, and all other furnishings and personal belongings)? This is an excellent time to continue the thought process about the disposition of this property to your loved ones, and to be proactive, where appropriate, in conversations with family members […]
Tips and Advice on Planning for the Future
Principle Attorney of Elville and Associates, Steve Elville stopped by WBJC to speak with Jonathan Palevsky about estate planning and more. Steve shared his experience and knowledge on the step by step process of planning for the future.
