The Essentials of Estate Planning and Elder Law February 05, 2024

FREE!

Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our semiannual three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics:

• Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each
• How to properly protect assets so the most possible passes to your spouse, children and grandchildren
• How outdated documents create problems in the future, and how to achieve perfection for your legacy
• How to plan for incapacity and avoid guardianship
• How to define specific goals for your family’s unique planning needs and circumstances
• Help ensure family harmony while settling your estate
• Why many estate plans fail and the steps you can take to ensure success for your family