Archive for the ‘Estate Planning’ Category

Oct. 03 2020

The Philosophy of an Estate Planning Client Care Program – Intentionalism

By Steve Elville | Posted in Estate Planning | Comments Off on 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 […]

Jul. 07 2020

Steve’s Thought of the Day

By Steve Elville | Posted in Estate Planning | No Comments

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 […]

Apr. 08 2020

Steve’s Thought of the Day

By Steve Elville | Posted in Estate Planning | No Comments

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 […]

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 […]

Mar. 24 2020

Steve’s Though of the Day

By Steve Elville | Posted in Estate Planning | No Comments

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 […]

Jun. 28 2019

Today’s Elville Thought of the Day

By Steve Elville | Posted in Estate Planning | No Comments

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 […]

Nov. 13 2017

Tips and Advice on Planning for the Future

By Kati Harrison | Posted in Estate Planning, Host Blogs, Interviews | No Comments

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.

Jun. 08 2016

The Elville Center for the Creative Arts!

By Steve Elville | Posted in Estate Planning | No Comments

The attorneys and staff of Elville and Associates are proud of the firm’s charitable organization – the Elville Center for the Creative Arts. Founded on June 30, 2014 by Elville and Associates’ principal and lead attorney Stephen R. Elville, J.D., LL.M., the Elville Center is a 501(c)(iii) non-profit corporation that partners with local and regional […]

May. 19 2016

The Elville Center Helps Bring Music to The Children’s Home

By Steve Elville | Posted in Estate Planning | 2 Comments

By:  Jeffrey D. Stauffer – Director, jeff@elvillecenter.org, 443-393-7696 In March, The Elville Center developed a relationship with a truly unique organization that makes a difference in the lives of young people in its community, The Children’s Home in Catonsville.  Established in 1863, The Children’s Home (TCH) is a non-profit residential care facility that provides services […]

Apr. 13 2016

Asset Preservation in the Long-Term Care Context

By Steve Elville | Posted in Estate Planning | No Comments

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, www.elvilleassociates.com Asset protection takes different forms depending on the situation.  During lifetime, with the exception of domestic asset protection jurisdictions such as Delaware, Nevada, Alaska, South Dakota, Wyoming, and approximately nine (9) others, asset protection is difficult to achieve, except in […]

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