Elville and Associates Official Podcast

Introduction to Elville and Associates Processes for Optimal Estate Planning by Stephen Elville

Disclaimer: The following presentation is meant for education only and is not intended as, nor can it be construed as, legal advice, or as a substitute for legal counseling.

The Wellness Series - Relationship Changes in Retirement 1-18-23

Disclaimer: The following presentation is meant for education only and is not intended as, nor can it be construed as, legal advice, or as a substitute for legal counseling.  In Installment 15 of the Elville Webinar Series’ Wellness Series, we discuss in depth relationship changes in retirement. The relationships that demand much of your time while working are not typically the relationships you most cherish in retirement, and this notion takes a lot of people by surprise. Also, with the mobility of people in today’s society, to keep your friends’ list robust there is always room to make new relationships. We further discuss transition and relationship strengthening! Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss!

Webinar - PROBATE: What Is It? And How Can It Be Avoided? 1-10-24

Disclaimer: The following presentation is meant for education only and is not intended as, nor can it be construed as, legal advice, or as a substitute for legal counseling.  Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss for this insightful webinar presentation about probate and how it can be avoided. Many people are concerned when they hear the word “probate”; however, this is simply a term used to describe the court-supervised process of distributing an estate after one passes away. Most people, though, if they understood their options would choose to avoid the probate process for several reasons. In this webinar Lindsay will discuss the following: - What is probate and the general process? - What are the reasons people want to avoid probate? - How can probate be avoided? -Trusts - Beneficiary designations - POD/TOD - Life estates

2023 Annual Client and Community Education Event “Asset Protection – Protecting Your Legacy and the Ones You Love”

Saturday, November 4th – 8:30 a.m. – 12:00 p.m.    Ten Oaks Ballroom – 5000 Signal Bell Lane, Clarksville, MD 21029    Disclaimer: The following presentation is meant for education only and is not intended as, nor can it be construed as, legal advice, or as a substitute for legal counseling.  We welcome you to our 2023 annual Client and Community Education Event!    After last year’s memorable event, can we make it any better? The answer is – YES! Clients, family members, financial advisors, and all community members are welcome as we learn about “Asset Protection – Protecting Your Legacy and the Ones You Love.”    A distinguished lineup of speakers awaits you to teach and inform you about asset protection techniques from the legal, insurance, and your retirement planning perspectives. Along with protecting your financial assets you’ll learn about protecting your most precious asset – your family members – from frauds and scams prevalent in today’s world. Along with our traditional high-level education, delicious award-winning breakfast foods from Putting on the Ritz, live music from the Annapolis Symphony Orchestra’s Annapolis Symphony Academy, fellowship, and more door prizes than ever before await you!    Join us on Saturday, November 4th from 8:30 a.m. to noon for this can’t-miss event at the beautiful and spacious Ten Oaks Ballroom in Clarksville. Client Event presenters and presentations include:    Mr. Stephen R. Elville, J.D., LL.M. – Managing Principal and Lead Attorney of Elville and Associates, P.C. – “Asset Protection Today – A Legal Perspective”    Mr. Max Reamer – Advisor at The Quantum Group – “Asset Protection Elements of Life Insurance”    Mr. Mark Timmick – CRPC®, AIF® — Retirement Planner, President of Timmick Financial Group – “Asset Protection Elements of Retirement Plans”    Mr. Andre Lingham – Founder and President of the Center for Elder Justice and Education – “Financial Exploitation: Frauds and Scams Targeting Older Adults”    Mr. Stephen R. Elville and Mr. Gary Greenwald, J.D., LL.M., Principal of The Law Offices of Gary Greenwald, P.C. – “Maryland Legislative Update”

The Wellness Series: Thriving Through the Holidays - A Celebration of Gratitude! 12-12-23

Disclaimer: The following presentation is meant for education only and is not intended as, nor can it be construed as, legal advice, or as a substitute for legal counseling.  Elville and Associates is thrilled to welcome back our Wellness Series, which ran for 14 installments from 2021 into late 2022. The holidays are upon us! What is most exciting about that for you? What pressures or dread does that bring for you? Which is winning? Excitement or anxiety? Let’s get together and talk about specific strategies to decrease the anxiety, minimize or avoid the dreaded portions, relieve the pressure, and maximize the excitement. These are real, tangible strategies you can use right away. Featuring nationally renowned speaker Dr. Michelle Fritsch, a board certified, doctoral trained health professional, founder of Retirement Wellness Strategies and cofounder of Propel Comprehensive Wellness, this presentation is one you will not want to miss!