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Mar. 30 2020

Steve’s Thought of the Day

By Steve Elville | Posted in Estate Planning | No Comments

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 time for practical conversations about your estate planning – nothing too serious or morbid – just making sure loved ones understand basic things like where important documents are located, where asset information is stored such as account numbers, investment account statements, life insurance and annuity policies, retirement plan statements, deeds, savings bonds, and digital asset data, talking to your trusted chosen fiduciaries and making sure they understand their responsibilities and that they are willing to serve when needed, letting them know your thoughts feelings and desires about healthcare, financial management, special instructions, and more.  Yes, it’s a challenging time, but it’s also a family time.          #elvilleeducation

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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