Archive for the ‘Estate Planning’ Category

Apr. 21 2015

A Good Rule of Thumb for Updating an Estate Plan

By Steve Elville | Posted in Estate Planning | Comments Off on A Good Rule of Thumb for Updating an Estate Plan

Authored by:  Verena Meiser, Esquire—Elville and Associates verena@elvilleassociates.com, 443-393-7696   Several years ago I heard this simple rule of thumb, which I like to share with my clients, since they like to know how frequently they should review their estate plan: Rule of Thumb: A good time to review your estate plan and update your […]

Apr. 14 2015

The First Meeting with Your Estate Planning Attorney

By Steve Elville | Posted in Estate Planning | 2 Comments

By:  Verena Meiser, Esq.—verena@elvilleassociates.com, 443-393-7696 New clients often wonder what to expect from their first meeting with their estate planning attorney and how to prepare for the meeting.  Whether you already have an estate plan or are ready to set up your first estate plan, expect to have an open conversation with your estate planning […]

Apr. 09 2015

Providing Personalization to Your Advanced Medical Directive

By Steve Elville | Posted in Estate Planning | Comments Off on Providing Personalization to Your Advanced Medical Directive

By: Olivia R. Holcombe-Volke, Esq. It is rare to find someone who enjoys contemplating what they want done in the event they are suffering from a terminal condition that will lead to death, or are in a persistent vegetative state, or are incapacitated and affected by an end stage condition that will continue until one’s […]

Apr. 01 2015

Disinheriting a Spouse – Statutory Limitation in Maryland

By Steve Elville | Posted in Estate Planning | 1 Comment

Authored by:  Bridgette E. Becker, Esq. – 443-393-7696, bridgette@elvilleassociates.com Estate planning attorneys have clients with many different situations prompting the need for scheduling consultations to discuss estate planning.  Every so often, an attorney has a client come to their office with the intention of disinheriting a family member who would otherwise inherit under the laws […]

Mar. 25 2015

Ensure Your Pet is Cared for as You Wish

By Steve Elville | Posted in Estate Planning | Comments Off on Ensure Your Pet is Cared for as You Wish

By:  Bridgette E. Becker, Esq Elville and Associates  Did you know you can provide for your pets after you have passed away?  Approximately 60% of households in the United States currently own at least one pet.  Although many people may make informal agreements with family members or friends to care for their pets if they […]

Mar. 11 2015

The Elville Center for the Musical Arts Continues to Grow

By Steve Elville | Posted in Estate Planning | Comments Off on The Elville Center for the Musical Arts Continues to Grow

  By:  Jeffrey Stauffer, Director, The Elville Center for the Musical Arts 443-393-7696, jeff@elvilleassociates.com Since its inception in mid-2014, The Elville Center for the Musical Arts, the firm’s 501(c)(3) non-profit corporation, has partnered with local and regional businesses such as Music and Arts, WBJC 91.5 FM, and recently The Columbia Orchestra and local schools to […]

Feb. 27 2015

Don’t Let Your Estate Planning Documents Make You a Target for Identity Theft

By Steve Elville | Posted in Estate Planning | Comments Off on Don’t Let Your Estate Planning Documents Make You a Target for Identity Theft

Author:  Verena Meiser, Esq., Senior Associate—verena@elvilleassociates.com   Again and again, I meet with clients whose estate planning documents list their birthdates, names and social security numbers on the first page.  Since there is no need to include a social security number on any estate planning document, the practice of doing so represents unnecessary exposure and […]

Feb. 11 2015

Trusts as Useful Estate Planning Tools

By Steve Elville | Posted in Estate Planning | Comments Off on Trusts as Useful Estate Planning Tools

This article was written by: Bridgette E. Becker, Esq. bridgette@elvilleassociates.com, 443-393-7696     Revocable Trusts can be extremely effective estate planning tools.  Trusts can offer protection to those who you wish to leave assets to after you pass away.  When a Will is probated, those listed in the Will receive any bequest outright which may […]

Feb. 03 2015

Estate Planning Considerations for Non-Citizens of the U-S

By Steve Elville | Posted in Estate Planning | Comments Off on Estate Planning Considerations for Non-Citizens of the U-S

Written by Verena Meiser, Senior Associate, Elville and Associates Non-citizens need to be aware that some of the estate tax planning techniques commonly used for U.S. citizens are not available to them. Here are just some of the estate and gift tax differences an estate planning attorney can address and provide guidance for. (1) Gifting […]

Jan. 23 2015

The Importance of the Trustee and Estate Planning Attorney Relationship

By Steve Elville | Posted in Estate Planning | Comments Off on The Importance of the Trustee and Estate Planning Attorney Relationship

Olivia R. Holcombe-Volke, Esq., Associate- Elville and Associates writes: Recent changes in Maryland law highlight the importance of an ongoing relationship between a trustee and the attorney who drafted the trust document.  With the Maryland Trust Act going into effect on January 1, 2015, there are several new statutory requirements with which a Maryland trustee […]

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