As 2024 begins, the estate planning community collectively addresses issues for the year ahead.

In this one-hour presentation, Stephen Elville, Managing Principal and Director of Operations at Elville and Associates, P.C., a leading estate planning and elder law firm in Maryland, will lead a discussion about the major things financial advisors, CPAs, and other advisors need to know in 2024. Mr. Elville will take questions both during and after the presentation, and is available for problem-solving, educational, practice growth, and other one-on-one or group discussions.

Topics of discussion will include:

⁃ The general planning outlook for 2024 and top-of-mind issues for advisors

⁃ The new Maryland Decanting Act

⁃ The power of powers of attorney and the updated Maryland statutory power of attorney

⁃ Looming changes in the estate tax exemptions – clients should plan now

⁃ Corporate Transparency Act

⁃ Elder abuse – advisors on the front lines…(read more)

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The Advisors’ Forum – Quick Start 2024: Hot Topics in Estate Planning – What Advisors Need to Know

Estate planning is a crucial aspect of financial planning that many people overlook. It involves the decision-making process regarding how a person’s assets will be distributed after their passing. It can be a complex and often intimidating process, but staying informed about the latest trends and hot topics in estate planning can help advisors better serve their clients and ensure their wishes are carried out.

The Advisors’ Forum is a leading event that brings together industry experts and advisors to discuss the latest developments in estate planning. The Quick Start 2024 event focuses on hot topics that advisors need to be aware of to stay ahead of the curve and provide their clients with the best possible advice.

One hot topic that is sure to be on the agenda at the Quick Start 2024 event is tax planning. With changing tax laws and regulations, advisors need to stay up-to-date on the latest tax-saving strategies to help their clients minimize their tax liabilities and maximize their assets.

Another hot topic that advisors need to be aware of is digital estate planning. As more of our lives are lived online, it is becoming increasingly important to have a plan in place for what will happen to our digital assets after we pass away. This can include everything from social media accounts to online banking information, and advisors need to be prepared to help their clients navigate this new frontier.

Asset protection is also a key topic in estate planning, as clients want to ensure that their hard-earned assets are protected from creditors, lawsuits, and other potential threats. Advisors need to be well-versed in the various tools and strategies available to help their clients safeguard their wealth and ensure it is passed on to their beneficiaries as intended.

Ultimately, estate planning is about ensuring that a person’s wishes are carried out after their passing. By staying informed about the latest trends and hot topics in estate planning, advisors can better serve their clients and help them achieve their long-term financial goals. The Advisors’ Forum – Quick Start 2024 is the perfect opportunity for advisors to stay ahead of the curve and ensure they are equipped to provide their clients with the best possible advice.