Introduction: When most people think about Estate Planning, they think about planning for how their assets (the estate) will be distributed when they die and how to facilitate smooth administration. But Estate Planning encompasses much more – it is also planning for and deciding who will manage your assets during your lifetime, if and when […]
Aid & Attendance – The “Secret” Benefit for Aging Veterans and their Spouses By: Lindsay V.R. Moss, Esq., Senior Principal, Elville and Associates, P.C., Lindsay@elvilleassociates.com Aid and Attendance Improved Pension Benefit (A&A), is a little known benefit offered through the Veteran’s Administration (VA) for Veterans and surviving spouses of Veterans. A&A can be used to […]
By: Shannon Werbeck – Associate Attorney – Elville and Associates, P.C. In initial consultations with clients, one of our main goals, among other things, is to determine which type of estate plan will best suit a client. The two main types of estate plans are a Last Will and Testament or a Revocable Living Trust. […]
End of Year 2021 Tax Legislation Update – The Eagle Has Not Landed (But The Geese Have) By: Stephen R. Elville – Managing Principal and Lead Attorney – Elville and Associates, P.C. Here on the east coast when a hurricane or tropical storm is first identified in the Caribbean Sea or Gulf of Mexico, what do we do? If you are like my […]
When Inheriting Real Estate, Consider Your Options Inheriting real estate from your parents is either a blessing or a burden — or a little bit of both. Figuring out what to do with the property can be overwhelming, so it is good to carefully think through your choices. There are three main options when you […]
By: Stephen R. Elville, J.D., LL.M. – Managing Principal and Lead Attorney – Elville and Associates, P.C. The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions over many years. However, an exception to […]
At the outset, you should understand that my purpose here is to alert clients, professional advisors, and others that the following information should be given credence and thoughtful consideration for the protection of assets, inheritances, and your general legacy, all of which may now be considered to be under attack (for all practical purposes) in […]
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, 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 […]
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 […]
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