Steve Elville of Elville & Associates lends us his expertise in Estate, Elder, and Financial Planning matters we thought our members might find useful.

 

• End of Year 2021 Tax Legislation Update – The Eagle Has Not Landed (But The Geese Have) 
• Inheriting Real Estate
• Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea
• Potential 2021-2022 Tax Increases – What You Should Know and What You Can Do About Them
• The Financial Planning Aspects of Estate Planning
• A Letter of Wishes, By Any Other Name
• Preparing for Possible Tax Law Changes after the Election
• The Philosophy of an Estate Planning Client Care Program – Intentionalism
• Steve’s Thought of the Day
• Steve’s Thought of the Day

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.