This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include:
understanding the planning process, including the reasons for estate planning
wills vs. trusts
probate vs. non-probate and understanding non-probate devices
the absolute importance of incorporating “flexibility” in your planning
planning for incapacity
understanding the importance of financial powers of attorney, advance medical directives and MOLST
Medicaid — myths versus reality
estate tax planning
asset protection and protecting shares for children and grandchildren
understanding why having outdated documents could provide challenges in the future
how to achieve perfection for your legacy
To register for the webinar ahead of time and receive your personal link to attend, please click here.
This webinar is offered in partnership with Visiting Angels, a longtime supporter of Elville and Associates’ educational programs. To learn more about Visiting Angels, its services, educational programs and calendar of events, please visit www.visitingangels.com or contact Ms. Stephanie Lawler, Homecare Consultant, at stephaniel@mdvisitingangels.com.
Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for professionals who attend thsi presentation.
Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117. We look forward to hosting you!