A Collaborative Approach to Estate Planning in Maryland

Elville and Associates, P.C.’s Planning Team Concept: A Collaborative Approach to Estate Planning

Estate planning is not a one-size-fits-all process. It requires careful consideration, legal expertise, and a deep understanding of each client’s unique circumstances and goals. At Elville and Associates, P.C., we believe that the best estate plans are built through collaboration. That’s why we encourage clients to take advantage of our Planning Team Concept, a strategy designed to ensure customized, leading-edge estate planning by bringing together a team of professionals, including financial advisors, CPAs, and legal experts.

What Is the Planning Team Concept?

Elville and Associates, P.C.’s Planning Team Concept is a comprehensive, client-focused approach to estate planning. Rather than relying solely on legal counsel, this concept integrates the expertise of multiple professionals to create a well-rounded and effective estate plan. The primary goal is to educate clients and their families through counseling and superior legal-technical knowledge, empowering them to make informed decisions about their future.

By assembling a team of trusted professionals—attorneys, financial advisors, CPAs, and other specialists—Elville and Associates, P.C. ensures that every aspect of a client’s estate plan is thoroughly addressed. This collaboration results in a fully customized plan that meets both the legal and financial needs of the client while anticipating potential challenges.

Why a Planning Team Matters

Estate planning extends beyond drafting wills and trusts. It involves tax strategies, financial structuring, asset protection, and long-term care planning. No single professional can be an expert in every area, which is why assembling a team of trusted advisors is crucial. Here’s how each professional contributes:

• Estate Planning Attorneys – Draft and structure estate planning documents such as wills, trusts, and powers of attorney to ensure legal compliance and alignment with a client’s wishes.
• Financial Advisors – Help manage and allocate assets, plan for retirement, and ensure financial stability for beneficiaries.
• Certified Public Accountants (CPAs) – Offer tax planning strategies to minimize estate and income taxes, ensuring financial efficiency.
• Other Specialists – Depending on the client’s needs, business valuation experts, elder care consultants, or real estate professionals may be included to offer specialized insight.

Customized Estate Planning for Every Client

Each client’s estate planning needs are unique, and our Planning Team Concept is designed to reflect that. Whether a client is establishing a trust for minor children, planning for business succession, or ensuring the financial security of a loved one with special needs, the team collaborates to build a plan that is tailored specifically for them.

Additionally, this approach provides ongoing support and adaptation as laws change and personal circumstances evolve. Instead of a static plan, clients benefit from an estate strategy that grows with them.

How Elville and Associates, P.C. Facilitates the Planning Team Concept

At Elville and Associates, P.C., we don’t just draft estate plans—we help assemble the right team to implement and maintain them. Clients are encouraged to involve their existing financial advisors and CPAs in the planning process. If they do not have these professionals in place, we assist in finding the right experts to ensure their estate plan is comprehensive, effective, and aligned with their goals.

We take pride in providing clients with a collaborative and educational experience, making complex estate planning processes more approachable. By fostering strong professional relationships and guiding clients through every step, we help build estate plans that offer clarity, protection, and peace of mind.

Our Offices and Contact Information

Elville and Associates, P.C. has offices in Columbia, MD, Rockville, MD, and Annapolis, MD. If you are ready to take a proactive approach to estate planning with a dedicated team by your side, reach out to us today:

• Columbia Office: 443-339-5638
• Rockville Office: 240-456-1657

Our collaborative approach ensures your estate plan meets your needs today and for generations to come. Contact out estate planning attorneys to get started today.

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