Elder Law Report: Recent Episodes
Greg McIntyre, J.D., M.B.A.
Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
A single estate planning detail can decide whether a family tragedy becomes a legal loophole. We start with a disturbing real-world style scenario that forces an uncomfortable question: if someone intentionally causes another person’s death, can they still collect money that was meant for them, especially when those assets are held in a trust?
We break down the difference between probate and trusts in plain English. Slayer statutes are designed to stop a person from benefiting from wrongdoing, but those rules often apply most clearly to the probate estate, the assets that pass through a will or through intestate succession when there is no will. Many families use revocable living trusts specifically to avoid probate, speed up administration, and keep matters private. That probate avoidance is helpful, but it can also create uncertainty if your documents don’t address extreme “bad beneficiary” situations head-on.
Then we get practical. We explain how an estate planning or elder law attorney can draft a trust provision that blocks a beneficiary from recovery if they cause serious injury or death to the trustmaker, and how the trust can redirect those funds to other beneficiaries, the beneficiary’s children, or charity. We also talk through why trusts are so flexible, from milestone-based distributions to education-focused standards and long-term control over a legacy, along with the added benefits of smoother administration and potential creditor protection when drafted properly.
If you care about protecting your family, your assets, and your intent, listen through the end, then subscribe, share this with someone who needs it, and leave a review so more people can plan before the unexpected happens.
Someone can write “my spouse gets nothing” into a will, but North Carolina law may have the final say. We sit down to unpack the North Carolina elective share, the statute that helps protect surviving spouses from being disinherited unless they have signed a valid written waiver. If you are dealing with estate planning, probate, or a tough family situation after a death, this conversation clarifies what rights may exist even when the paperwork looks final.
We walk through how the elective share amount is tied to the length of the marriage, with percentage tiers that rise over time. We also explain why the term “net estate” matters so much, because the calculation can reach beyond probate assets and may include items like life insurance and payable on death designations. That detail is often the moment people realize their assumptions about “keeping things out of the estate” do not always hold up under North Carolina elective share rules.
We also talk about the marital home, where the stakes feel immediate. If a surviving spouse is not on the deed, the shock can be real, and we discuss the option to elect a life estate in the marital home instead of taking the percentage share. Finally, we highlight the practical urgency: the surviving spouse generally has only six months from the date the estate is opened to file the elective share, a short window during an already stressful time.
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When siblings inherit a house, the hardest part is not the paperwork, it’s the stalemate. One person wants to keep the property, another wants to sell, and someone ends up paying the taxes and mortgage while the argument drags on. We sit down with attorney Anthony Rabreno to explain the North Carolina partition process that can finally move an inherited property dispute toward a clear outcome.
We walk through the two types of partition you’ll hear in court: partition in kind, where the property is physically divided into separate lots for each heir when that’s actually feasible, and partition by sale, where the court orders the property sold and each co-owner receives their share of the proceeds. We also cover why the court typically uses a neutral, court-appointed commissioner to handle appraisals, surveys, and the sale itself, helping reduce bias and keep the process fair.
Then we get into the questions people ask us every day in elder law and estate administration: Can attorney fees be shared? What about reimbursement for expenses like taxes or mortgage payments? Is a sibling buyout possible before things escalate? If you’re dealing with inherited land, a family home, or co-owned real estate in North Carolina, this conversation gives you a practical map of your options.
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A child can spend a lifetime loving their dad and still be told they have no inheritance rights when he dies without a will. That’s the reality North Carolina probate lawyers have faced for years when legitimation was never completed through a formal court process. We sit down for a quick elder law update on a new North Carolina statute that changes the conversation about heirship, legitimation, and intestate succession, especially for children born outside marriage.
We explain what’s different, who the change applies to, and why the effective date matters: it applies to decedents dying on or after December 1, 2025. Then we get practical about the new option to establish legitimation using an affidavit of parentage signed by both the mother and the putative father. We also talk through the real-world details listeners worry about, including whether the signature has to happen at the time of birth, whether it can be done years later, and why waiting can increase the risk of disputes.
From there, we pressure-test the law with uncomfortable hypotheticals: competing affidavits, uncertainty about who the father is, and why the statute doesn’t allow a unilateral affidavit even if you have convincing DNA evidence. A key takeaway is the legal nuance between paternity and legitimation in North Carolina, and how that difference can affect not only a father’s estate but also who could inherit from the child’s estate in scenarios like wrongful death recoveries.
We end with the simplest way to avoid the headache altogether: clear estate planning. If you want someone to inherit, put it in writing with a will, or consider trusts and beneficiary-based transfers to reduce probate friction. Subscribe for more plain-English elder law updates, share this with someone who needs it, and leave a review with the question you want us to tackle next.
A long-term care crisis can erase decades of savings in a shockingly short time, and most families do not realize it until they are already in the middle of it. That’s why we’re excited to introduce Anthony Robreno, a new attorney in our Charlotte office, and talk about what proactive elder law and estate planning actually look like when you’re trying to protect a home, property, and the future you built.
Anthony shares his path from South Florida and his Cuban heritage to Wake Forest University and then the Mecklenburg County District Attorney’s Office, where he served as a prosecutor. He explains what that work taught him about being reactive after tragedy, and why he chose elder law as a way to help families earlier, before “the worst day” forces rushed decisions. We dig into the real-world value of planning tools like powers of attorney and other core estate planning documents that help you stay in control, protect your choices, and reduce stress on the people you love.
We also talk about the financial reality behind Medicaid planning and long-term care planning, and why so many families unintentionally sacrifice the chance to pass down assets simply because they waited too long to plan. If you’re looking for a bilingual Spanish-speaking attorney in Charlotte, or you want clearer next steps for protecting your legacy, this conversation is a strong place to start.
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A wrongful death can leave families grieving and furious, but the legal system has rules that can stop a claim before it even starts. We break down one of the most misunderstood parts of a North Carolina wrongful death lawsuit: you usually cannot file just because you’re related to the person who died. Legal standing belongs to the estate, which means the case must be brought by a court-appointed personal representative through the probate process.
We talk through the common traps people fall into, like assuming a power of attorney still works after death or thinking the trustee of a trust can step in and sue. We explain the difference between an executor or administrator and a trustee, why “letters” from the clerk matter, and how probate becomes the gateway to pursuing the claim. We also cover the two-year statute of limitations for wrongful death and why waiting to “see if there’s a case” can quietly burn your timeline.
Medical records are often the starting point, especially when medical malpractice is suspected, so we outline practical options for getting records after death, including when a small estate affidavit may help versus when a full estate needs to be opened. Finally, we dig into where wrongful death proceeds go under North Carolina law: typically to intestate heirs, even if a will tries to direct those funds elsewhere, which can affect stepchildren, non-adopted children, and other loved ones.
If you’re trying to understand probate, wrongful death claims, and the real first steps in North Carolina, hit subscribe, share this with someone who needs it, and leave a review to help others find the show.
You can order a custom gift online in minutes, but trusting an online marketplace with your will is a very different kind of purchase. Greg McIntyre and Haley Matson get blunt about the rising trend of Etsy-style wills and other DIY estate planning documents, and why “I can buy it” is not the same as “I should use it.”
We dig into what people miss when they treat a last will and testament like a simple note. Wills have strict legal requirements, and when those requirements are not met, a court can toss the document entirely. That can leave your property distribution up to North Carolina’s default statutes rather than your personal wishes. We also talk about the accountability gap: with a real attorney-client relationship, you can ask questions, make changes, and know who is responsible for the work.
Then we get into the hidden cost of cheap estate planning. The real bill often shows up later as trust and estate litigation, family conflict, and assets drained by legal fees. Solid estate planning and elder law guidance can protect your loved ones from that chaos and help you plan with long-term care and asset protection in mind.
If you’ve been tempted by an online will, listen closely, then subscribe, share this with a friend who’s procrastinating, and leave a review with your biggest estate planning question.
A calm lawyer can change the outcome of a family’s hardest season, and that’s why we’re excited to introduce Anthony Figueroa, our newest attorney in the Shelby, North Carolina office. Anthony brings an uncommon background to estate planning and elder law: nearly nine years in the US Army, including psychological operations, plus the lived discipline of working high-stakes problems where details matter and emotions can’t run the show.
We talk about what pushed him toward law in the first place, including how attorneys influenced real decisions during deployments and why he wanted that same kind of impact back home. That mission-driven approach connects directly to the work many families need most: wills and trusts, powers of attorney, healthcare directives, long-term care planning, and guidance when situations turn complicated. If you’ve ever searched for an estate planning attorney in Shelby NC or wondered where to start with elder law in North Carolina, you’ll hear what steady, practical counsel sounds like.
Anthony also shares a refreshingly grounded take on law school. Instead of buying into the fear, he treated it like a nine to five job and focused on time management, consistency, and learning the craft. We close by talking about the temperament required for tough cases, including protecting hard-earned property, supporting veterans and their spouses, and helping families work through conflict without losing sight of the simplest workable solution.
If you’re in the area, come meet Anthony at our Shelby office and tell us what you want to protect. Subscribe, share this conversation with a friend, and leave a review so more families can find trustworthy estate planning and elder law guidance.
Your estate plan is only as strong as your ability to find it on the worst day. Greg McIntyre sits down with law partner Brenton Begley to talk about a problem almost every family eventually faces: important legal documents that are perfectly drafted but impossible to locate when a hospital, bank, or courthouse asks for proof.
We break down our two track approach to document storage. First, we deliver a durable estate planning binder with protected originals, including wills, trusts, financial power of attorney, and healthcare power of attorney, so signatures and notarizations stay pristine for the long haul. Then we pair those originals with free eDocs access, a secure online portal where you control the username, password, and sharing. That means your chosen agent can pull up a power of attorney from a phone in a true emergency, and you can quickly provide a PDF to a bank, physician, or family member without scrambling.
We also dig into a question that creates real panic during probate: what happens if the original will is lost. With updated North Carolina law, a copy may still be usable when the drafting attorney can certify it and provide an affidavit confirming it is a true and accurate copy. Long term electronic document retention can become the safety net that keeps a family out of court fights and delays.
If you care about estate planning, elder law, probate readiness, and secure document storage, this conversation will help you build a plan that works in real life. Subscribe for more practical guidance, share this with someone organizing family paperwork, and leave a review with the one document you wish you had easier access to.
The scariest sentence we hear from families facing a spouse’s nursing home placement is simple: “We’re going to lose everything.” That fear is understandable, but it often ignores the spousal protections built into long-term care Medicaid rules. We sit down to map the real picture of how benefits can work when one spouse becomes the “applicant spouse” and the other remains the “community spouse” trying to keep the household afloat.
We start with the foundation that makes every plan possible: legal authority. Being married does not automatically mean you can sign contracts, manage accounts, or make the moves needed to qualify for long-term care benefits. We explain why a healthcare power of attorney and a general durable power of attorney matter so much, from getting the right level-of-care paperwork to executing facility admissions documents. We also dig into a surprise for many couples: even if you share a bank account, you cannot simply access or control assets like an IRA, 401(k), or life insurance policy without the right authority, and real estate can require careful handling too.
Next we break down the money rules that decide whether the healthy spouse can keep paying the bills. We explain patient liability, how Medicaid covers the gap between income and the cost of care, and how the Minimum Monthly Maintenance Needs Allowance (MMMNA) may allow shifting income to the community spouse up to an allowed limit. We also touch on asset protection planning, including the Community Spouse Resource Allowance (CSRA) and why working with an elder law attorney who actually handles Medicaid benefits can save time, stress, and hard-earned assets.
If this helped you, subscribe, share the episode with a friend caring for a spouse, and leave a review so more families can find practical guidance when long-term care decisions hit fast.
A quiet revolution just reshaped estate planning in North Carolina: a properly certified, attorney‑stored electronic copy of your will can now be probated like the original. We unpack what that means in real life—fewer frantic searches for paper, fewer hearings over missing originals, and a smoother path for families when they need clarity most. With all 100 counties live on e‑courts, the shift from pen and ink to secure digital storage isn’t a trend; it’s the new backbone of reliable probate.
We walk through the essential safeguards that make e‑wills work. A North Carolina attorney must certify that the digital file is a full and complete copy of your attested will, confirm that you authorized electronic storage, and advise you that tearing up paper no longer revokes a converted will. Revocation still belongs to you—but it now happens in writing, often via a new will that expressly revokes prior wills and codicils, or a written revocation filed alongside the stored record. This paper trail removes guesswork and helps courts honor intent without costly detours.
You’ll also hear how our secure “vault” system protects documents with bank‑level encryption and strict access controls, why this reduces the risk of “slip‑sheet” tampering, and how families benefit from a simple “click, click, file” experience when it’s time to open probate. Have an older will? You don’t need to start from scratch. Bring it to a North Carolina attorney to certify, convert, and store, so the court can rely on a secure digital copy if the original is lost or destroyed. We also touch on updating plans over time with new wills and codicils and keeping a clean history that’s easy for executors to follow.
Ready to future‑proof your estate plan with less stress and more certainty? Subscribe, share this episode with someone who handles family documents, and leave a review with your top question about going digital—what would give you the most peace of mind?
Family conflict rarely starts with money—it starts with silence. We tackle the three biggest estate planning mistakes that turn small gaps into full-blown feuds: poor communication, procrastination, and ignoring the real price of long-term care. With attorney Haley Madsen joining Greg McIntyre, we share a clear, practical roadmap to protect your loved ones, your home, and your peace of mind.
First, we unpack why secrecy around roles—agent under a durable power of attorney, executor, trustee, and successors—creates suspicion and delays when decisions must be made fast. You’ll hear how to tell your spouse and adult children exactly what you’ve assigned, what you expect, and where documents live, plus smart ways to split duties based on strengths without fueling sibling rivalries. We also talk candidly about how kids can start the planning conversation with reluctant parents and keep it focused on logistics, not fear.
Next, we confront the cost of waiting. From emergency guardianship to rushed probate, last‑minute planning is expensive and messy. We outline the core documents every family needs, the powers that make elder law planning possible, and how regular check‑ins keep your plan aligned with life changes. Then we dive into the numbers on long-term care—$10,000 to $14,000 per month in many areas—and walk through strategies to protect savings and the family home, including timing for Medicaid’s five‑year lookback and when irrevocable trusts or deed tools make sense.
You’ll leave with a simple action list: name agents and backups, communicate roles in writing, gather contacts and accounts on one page, and begin long-term care planning well before you need it. If you’re ready to replace mystery with clarity and panic with a plan, this conversation gives you the steps to start today. Subscribe, share with someone who needs it, and leave a review telling us the one step you’ll take this week.
Most families wait until a fall, stroke, or sudden diagnosis forces a scramble. We open up about how adult children can help parents plan early, keep control where it belongs, and avoid the most expensive and stressful mistakes—from lost capacity to long-term care surprises.
We start with the heart of the matter: capacity. Once a parent can’t sign, choices narrow and families face court, delays, and mounting costs. We lay out conversation starters that honor dignity and independence, then translate them into action with the documents that matter: durable financial power of attorney, health care power of attorney, HIPAA authorization, wills, and targeted trusts. You’ll hear why a POA is not a loss of control but an expansion of it, and how springing language can wait until a doctor certifies the need.
Then we tackle the iceberg: long-term care costs. We explain five-year lookback rules, why blind gifting backfires, and how Medicaid Asset Protection Trusts and careful titling can legally protect a home and savings. Pre-planning widens options and can save far more than crisis “spend-downs,” but we also share how skilled crisis planning can still salvage value when time is short. Along the way, we cover beneficiary designations, deed strategies, and even the rise of digital wills in North Carolina with secure, encrypted storage.
Family dynamics can make or break the outcome. We stress that the parent is the client, not the child, and share the pitfalls to avoid: talking over mom or dad, forcing decisions, or sidelining siblings. To keep peace and prevent litigation, we outline five steps you can take this week: schedule a family meeting, gather account details, confirm existing documents and access, consult an elder law attorney, and revisit the plan every three to five years.
If you want less chaos and more clarity, this conversation gives you scripts, tools, and a clear path to protect care choices, assets, and relationships. Subscribe, share this with your siblings, and leave a review telling us the first step you’ll take today.
Divorce, remarriage, and blended families can quietly rewrite your estate plan—unless you rewrite it first. We dig into how North Carolina law treats spouses before and after marriage, from inchoate rights in real property to the elective share and the year’s allowance, then map the steps that keep your wishes intact without sparking a courtroom brawl. Along the way, we highlight the silent saboteurs: beneficiary designations, joint accounts, POD/TOD forms, life insurance, and retirement plans that do not auto-update after divorce and can send your life’s savings to the wrong person.
We share practical strategies for planning around a new marriage, including prenups and postnups, coordinated wills and trusts, and clear instructions that balance support for a spouse with protection for children from a prior relationship. We explain when a trust can calm family tensions, why an old will won’t shield your estate from a spouse’s statutory rights, and how elective share percentages scale with the length of marriage. We also cover real-world pitfalls—like estranged spouses who resurface at probate, and assumptions about common law marriage that don’t hold in North Carolina.
If you’re separated, finalizing the divorce matters; if you’re newly single or newly coupled, updating every document and designation matters even more. We offer a concise checklist, candid examples, and legal context so you can act with clarity and avoid avoidable fights. Ready to protect your plan and your people? Subscribe, share this episode with someone navigating divorce or remarriage, and leave a review with your top estate planning question—we may answer it on a future show.
Valentine’s Day is a perfect reminder that love isn’t just a feeling—it’s a plan. We sit down as father and son, both elder law attorneys, to map out clear steps that protect the people who matter most. From choosing a trustee for minor children to keeping your home out of probate, we explain how straightforward documents can prevent the messes that break hearts and budgets.
We start with practical strategies for families with kids: creating a trust that funds education and daily needs, naming a trustee you trust, and using term life insurance with smart beneficiary designations so money lands exactly where it should. Then we move to the home, walking through how an enhanced life estate—often called a Lady Bird deed—lets you keep control while ensuring the property passes smoothly to your chosen heirs without court delays. Along the way, we show when a trust and a deed can work together to add control and protection.
Spousal protection takes center stage as we unpack joint family trusts, general durable powers of attorney, and healthcare powers of attorney. Marriage alone won’t unlock IRAs, bank accounts, or real estate decisions; authority must be granted in writing. We share how to avoid costly guardianships, prepare for long-term care and creditor risks, and keep decisions in the family. Finally, we tackle blended-family pitfalls, explaining how intestacy can split assets in surprising ways—and why a clear will or trust prevents conflict and preserves peace.
If you want your love to last longer than flowers, give your family clarity, not questions. Subscribe, share this with someone who needs a nudge to plan, and leave a review with the one document you still need to sign.
Most families don’t lose wealth to bad markets—they lose it to long-term care costs and the slow grind of probate. We unpack a practical, two-part strategy that shields savings during life and delivers a faster inheritance after death, balancing control, care, and legacy without guesswork or jargon.
We start by facing the numbers on long-term care and why paying out of pocket can drain even healthy nest eggs. Then we share how pre-planning creates options: trust structures designed for Medicaid compatibility, timelines that respect look-back rules, and coordinated spend-down strategies that preserve resources for a spouse and heirs. With the right lead time, you can qualify for benefits later without sacrificing the home or savings you worked for.
From there, we turn to probate—the hidden risk that slows transfers and opens the door to creditor claims, including Medicaid estate recovery. You’ll hear how beneficiary designations, pay-on-death and transfer-on-death tools, and well-drafted trusts move assets directly to loved ones, cutting delays and reducing exposure. Coordination is everything: titling, beneficiaries, and trust funding must align so nothing slips back into the estate. The payoff is speed, certainty, and more value staying in the family.
If protecting your legacy matters, this guide gives you a clear blueprint: plan for care, avoid probate, and keep options open. Subscribe for more elder law strategies, share this with someone who needs it, and leave a review to tell us what planning question you want us to tackle next.
The moments that test a family rarely arrive with warning. A fall, a stroke, a winter storm that knocks out power for days—suddenly decisions pile up while the tools to make them are out of reach. We sat down to map a calm, practical path through those chaotic hours by focusing on two essentials: the health care power of attorney and the general durable power of attorney.
First, we unpack how a health care power of attorney ensures your voice is heard when you can’t speak for yourself. You’ll hear how to choose a trusted agent, clarify your medical values, and make sure hospitals, primary care providers, and specialists already have your documents on file. Then we turn to the durable power of attorney for finances—why banks and credit unions should review it in advance, what authority your agent needs to pay bills and manage accounts, and how this quiet planning step prevents cascading problems during a hospital stay or evacuation.
We also dig into the logistics that keep a plan working when the lights go out. A single, clearly labeled binder holds originals, copies, medication lists, allergies, insurance cards, and contact sheets for doctors and agents. We talk about digital backups, encrypted USB drives, and simple phone trees that function when cell service and internet fail. Drawing lessons from recent hurricanes and looming winter weather, we highlight how families who pre-share documents and roles move faster, feel calmer, and make better choices under pressure.
By the end, you’ll have a checklist you can act on today: pick agents who know your wishes, place documents with providers and banks, centralize everything, and rehearse how to use it. If you want help tailoring a plan for your situation, visit mcelderlaw.com or book a free consultation at our Hendersonville, Charlotte, or Shelby offices. Subscribe, share this with someone you love, and leave a review so more families can find practical guidance when it matters most.
Hard conversations today can spare your family heartache and expense tomorrow. We walk through a practical plan to prepare for long-term care before it turns into a crisis, starting with simple, consistent communication and moving into the documents and strategies that keep you in control.
We break down the two must-have documents—general durable power of attorney and healthcare power of attorney—explaining how they authorize a trusted person to act quickly for finances, legal matters, and medical choices. From there, we tackle the big question: how do you pay for care? You’ll hear the real math behind private pay, where long-term care insurance helps and where it doesn’t, and how benefits like Medicaid and VA can become accessible when you structure assets within the rules. Our goal is to replace guesswork with a clear path.
You’ll also learn why early planning beats guardianship every time, how deeds and trusts can avoid probate and protect assets, and what a well-built “toolbox” looks like when a health event happens. Think of it as a domino plan: set up the right pieces while you’re healthy, so one call or signature sets everything in motion—bills get paid, care gets coordinated, and your wishes stay at the center. Whether you’re just starting the conversation or already facing care decisions, there are steps you can take to protect savings and dignity.
If this conversation helps, share it with someone who needs a nudge to plan ahead. Subscribe for more elder law insights, leave a review to tell us what you want covered next, and reach out if you’re ready to put your plan in place.
Paper binders and decade-old software don’t cut it for families making the most important legal decisions of their lives. We open the door to a tech-forward approach to estate planning—one that keeps the attorney’s judgment at the center while using smart systems to remove friction, reduce errors, and make every step easier to navigate. From secure, encrypted lifetime document storage to a streamlined intake process that captures assets and goals once and reuses that data across your plan, we show how thoughtful tools turn confusion into clarity.
We walk through the education-first foundation—videos, articles, and a resource-rich website—so you can understand wills, revocable trusts, Lady Bird deeds, beneficiary designations, and long-term care risks before you sign a single document. Then we unpack how our proprietary decision support pairs with legal expertise to evaluate options, surface requirements, and keep everything compliant and consistent. The result is faster, more accurate planning without sacrificing nuance: whether you’re choosing the right trust structure, coordinating titles and beneficiaries, or preparing for Medicaid lookback periods and care costs.
Security and client control stay front and center. With bank-level encryption, permissioned sharing, and fast access to PDFs, families can get critical documents to hospitals, advisors, or caregivers within minutes—without losing privacy. We also talk about why most legal industry software lags behind and how building our own systems helps us deliver timely, cost-effective service that actually fits how people live today. If you want an estate plan that is modern, secure, and deeply human, this conversation maps the path forward.
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Resolutions fade; stress lingers. We chose a different start to the year by focusing on the one move that reliably lowers anxiety and protects what matters: a practical estate plan that actually works when life gets messy. From the gym to the law office, we connect the dots between lower cortisol, clearer thinking, and the documents that keep your family out of court and your assets out of harm’s way.
We break down the essentials in plain language. You will hear why a general durable power of attorney and a health care power of attorney are the bedrock of real-world preparedness, and what happens when they are missing—delays, court-driven guardianship, and bills piling up when a spouse or child is locked out of decisions. Then we widen the lens to tackle the cost of long-term care, the quiet threat that can drain retirement accounts after a stroke, a fall, or a dementia diagnosis. Our approach centers on options: how targeted trusts can position savings for benefits eligibility without surrendering your values or your voice.
For homeowners, we spotlight the Lady Bird deed—especially effective in North Carolina—which protects the primary residence, avoids probate, and has been strengthened under current Medicaid rules. It is a simple, reversible step that keeps you in control during life and guides the house to your chosen heirs later. Along the way, we share mindset shifts that make planning feel less like paperwork and more like freedom: tidy decisions, clear roles, and a cleaner slate for 2026.
If you are ready to trade vague resolutions for real peace of mind, this conversation gives you a precise checklist and the confidence to act. Subscribe, share this with someone who needs a nudge, and leave a review to tell us the first step you are taking toward an Estate Plan and Prosper year.
Most parents focus on car seats and cribs, but the real safety net is legal: who can act for you in a crisis, who raises your kids if the unthinkable happens, and how your savings and life insurance actually support your family’s future. We dig into the essential steps every new parent in North Carolina should take, from naming guardians in a will to creating trusts that protect minors from windfalls and missteps.
We start with the basics of incapacity planning—why marriage alone doesn’t grant authority over real estate, retirement accounts, or medical decisions—and how durable financial powers of attorney, health care proxies, HIPAA releases, and advance directives keep life moving when you can’t. Then we unpack intestacy rules that may divert assets to parents instead of your spouse, and how a simple will puts your wishes first. The heart of the conversation centers on minor children: choosing the right guardian, setting clear priorities in the will, and coordinating that choice with the person who will manage the money.
From there, we explore how to design trusts that match real life. Rather than dropping a lump sum at eighteen, structure distributions for health, education, maintenance, and support; stagger access over time; and give your trustee the discretion to pause or accelerate funds based on maturity. We share practical incentive ideas—proof of employment, vocational or college progress, sobriety requirements, or military service—that align money with meaningful milestones. Along the way, we highlight common pitfalls with beneficiary designations and offer guidance on picking fiduciaries who blend heart and expertise.
If you’re expecting or recently welcomed a child, this conversation helps you turn love into a concrete plan that protects your spouse, centers your kids, and preserves your values. Subscribe for more clear, practical guidance on estate planning and elder law, share this with a friend who needs it, and leave a review to tell us what topics you want next.
The rules just got clearer—and the stakes couldn’t be higher for families trying to protect a home while qualifying for long-term care. We break down how North Carolina’s Medicaid manual now explicitly recognizes Ladybird deeds (life estates with powers), why that matters during the five-year look-back, and how this strategy preserves eligibility without triggering transfer penalties. If you’ve worried about losing your house to care costs or probate, this is your blueprint for legal protection that holds up under scrutiny.
We walk through the core mechanics of a Ladybird deed: the owner keeps full control, including the power to sell, while naming a remainder beneficiary to inherit the property at death. That retained control is the key—because it’s not a transfer for less than fair market value, the deed avoids penalties that can derail Medicaid applications. Pair it with the home site exemption and a signed intent to return, and you have a clearer path to eligibility while still protecting the family residence. We discuss how the manual’s citations solidify this approach for nursing home care and special assistance, creating consistent guidance across programs.
Beyond eligibility, we explore the real benefits for legacy planning: avoiding probate, reducing delays and costs, and keeping equity in the family for children and spouses. Married couples can use this tool on a primary residence, and families with farms or condos can preserve assets that mean more than a balance sheet. We share on-the-ground insights from appeals and client outcomes that helped drive policy clarity, and we explain when to use Ladybird deeds alongside powers of attorney and other planning tools for a comprehensive, resilient plan.
If home is your anchor asset, you don’t have to choose between care and legacy. Learn how a properly drafted Ladybird deed can protect your equity, streamline inheritance, and meet Medicaid rules with confidence. Subscribe for more clear, practical elder law guidance, share this with someone who needs it, and leave a review to help others find these resources.
Cold mornings, black ice on the north side of the valley, and a clear road just a mile away—mountain weather keeps you humble. That same unpredictability shows up in life events, which is why we sat down with attorney Jane Dearwester to connect winter preparedness with estate planning that actually works when the road disappears. From Hurricane Helene to fast-moving forest fires and sudden evacuations, Jane shares how her Hendersonville team built resilience: checking on staff across elevations, setting remote work protocols, and keeping signings and client support moving even when the power blinked and supplies thinned.
We carry those lessons straight into your home and finances. Jane breaks down the essential documents—durable financial power of attorney, health care power of attorney, HIPAA release, living will, will or trust—and explains how they prevent guardianship, unblock access to accounts, and keep medical decisions in trusted hands. We also dive into property strategies like Lady Bird deeds and how trusts can protect assets and streamline benefits, especially when timing and eligibility matter. The message is clear: planning early gives you options; waiting narrows your choices at the exact moment you need them most.
If you’ve ever wondered whether four-wheel drive equals safety, Jane’s PSA says otherwise: it helps on snow, not on ice. The legal parallel is powerful—good intentions slide, signed authority grips. You’ll hear practical tips for winter kits (boots, blanket, charger), a simple activation sheet for families, and the operational steps that keep a practice serving clients when roads close. Use this conversation as your cue to put both kinds of preparedness in place. Subscribe for more practical guides, share this with someone driving into winter unprepared, and leave a review with the one action you’re taking this week to secure your plan.
Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values.
We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank accounts can direct support straight to a nonprofit while avoiding probate. Then we go deeper on strategy. Charitable lead trusts send income to a charity for a set term before the remainder goes to your family; charitable remainder trusts do the reverse, paying you or loved ones first and gifting the remainder to your chosen organization later. Both can provide meaningful tax advantages when designed with care.
Throughout the conversation, we connect planning to purpose. If your heart is with animal rescue, education, your church, or a local community group, a few precise decisions can produce outsized impact. We share practical examples—like gifting 20 percent of an estate to a humane society—and why end-of-year is a natural time to review documents with your estate attorney and tax advisor. And while the legal tools matter, small daily acts of generosity build the same legacy in real time, reinforcing the story your plan will one day tell.
Ready to align generosity with a plan you trust? Listen now, subscribe for more practical elder law insights, share this episode with someone who’s planning their legacy, and leave a review to tell us which cause you’re supporting this season.
Want a simple way to keep full control of your home today and pass it to your heirs instantly when you’re gone? We dig into the nuts and bolts of the Ladybird deed—formally called an enhanced life estate deed—and explain why it’s a powerful, court-tested tool in North Carolina and beyond. You’ll hear how it avoids probate, preserves eligibility for long-term care Medicaid, and protects against certain estate creditors, all while letting you sell, refinance, rent, or change beneficiaries without anyone else’s permission.
We start by cutting through the Google noise and clarifying the legal status: yes, enhanced life estate deeds are valid in North Carolina when drafted with the right language. Then we share a real client story that shows the practical benefit: after a parent passed, the heir didn’t face court lines or paperwork tangles—the home was already theirs. From there, we compare Ladybird deeds to traditional life estate deeds, showing how the “enhanced” powers keep decision-making in the owner’s hands and eliminate the need for beneficiary signatures for future sales or mortgages.
We also tackle multi-state naming quirks, why some states don’t list “Ladybird deed” yet still use the same operative clauses, and how these deeds function like a “payable on death” designation for real estate. Along the way, we connect the strategy to larger estate planning goals: shielding the home from Medicaid estate recovery, reducing delays and fees, and coordinating with beneficiary designations, powers of attorney, and healthcare directives to build a complete plan. If you want a clear, low-friction path to protect your home and spare your family from probate, this conversation lays out the steps.
Ready to safeguard your home and keep your options open? Subscribe, share this episode with someone who needs it, and leave a review to help more families find practical elder law guidance.
Benefits you earned shouldn’t be out of reach just because the rulebook is complex. We sit down on Veterans Day to map a practical path to VA Aid and Attendance—a pension that can help pay for in‑home care, assisted living, or nursing home care—without draining a lifetime of savings. Drawing on years of elder law practice, we unpack the real asset limits, the home and acreage rules, and the underused Veterans Asset Protection Trust that can shield excess resources and still keep you in control.
Across the conversation, we focus on preserving dignity and choice. You’ll hear how to balance everyday access to funds while sheltering the rest, how to select a trusted third‑party trustee, and why a well‑timed trust can be Medicaid‑compliant so you can stack Aid and Attendance with Medicaid when health needs escalate. We also lay out the essential foundation: a general durable power of attorney, a health care power of attorney, and a living will—documents that prevent guardianship and keep decision‑making with the people you choose. For the home, we explain probate‑avoidance strategies like a Lady Bird deed to protect equity and ensure it passes cleanly to your heirs.
Whether you’re a veteran, a spouse, or a surviving spouse, the goal is clear: protect what you’ve built, activate the benefits you deserve, and keep control over where you live and how you’re treated. If you’ve wondered how to qualify for VA Aid and Attendance, avoid unnecessary spend‑downs, and steer clear of probate, this guide offers the steps and the reasoning behind them. Subscribe for more elder law insights, share this with a veteran who could use it, and leave a review to help others find trustworthy planning advice.
Meet the newest member of our elder law team, attorney Josh Hunter—a history major turned lawyer who pairs environmental policy training with a calm, strategic approach to complex family needs. We walk through the realities of apprenticeship in a focused practice: why mastering estate planning, long-term care benefits, probate, trust administration, and litigation takes more than textbooks, and how mentorship builds judgment you can trust when decisions affect generations.
Josh shares how law school flipped on the lights for him, revealing how constitutional principles and precedent actually operate in daily life. He then took a deeper dive into environmental law and policy, a choice rooted in his love for the outdoors and a commitment to stewardship. That same respect for systems shows up in his legal work—translating rules into practical, compassionate solutions for older adults and their families.
Outside the office, Josh recharges with daily hikes and powerlifting, a routine that keeps stress low and focus high, especially after dense research days. He’s also a strategy gamer—Dungeons & Dragons, Magic: The Gathering, and Pokémon—where creativity thrives inside strict rule sets. That habit maps directly onto elder law: analyze the rules, design the path, and adjust with care and precision. As Josh steps into our Hendersonville office, he’s eager to learn the courthouse rhythms, collaborate with our experienced team, and serve a vibrant retirement community with clarity and heart.
If you value thoughtful counsel that blends empathy with disciplined problem solving, you’ll enjoy getting to know Josh. Subscribe to the show, share this episode with someone navigating estate or long-term care planning, and leave a review to help others find us.
A Halloween greeting sets the stage for a conversation about the real scares families face: probate, guardianship, and the high cost of long-term care. We unpack how to turn those fears into treats by using practical tools that keep control in your hands, protect your home, and speed assets to loved ones without a courtroom drama.
We start with the case for avoiding probate. A thoughtfully drafted revocable trust preserves privacy, directs distributions on your terms, and helps sidestep creditor and benefit recovery claims. For the family home, we explain how a Lady Bird deed (enhanced life estate deed) lets you keep full control during life while ensuring the property vests immediately in your beneficiaries at death. Add payable-on-death designations to bank, IRA, and life insurance accounts to keep funds outside the probate estate and in the hands of the people who need them most.
Next, we draw a clear line between comprehensive powers of attorney and the turmoil of guardianship. Guardianship fights can turn personal and public, pitting relatives against each other in court over capacity and control. Strong general durable and health care powers of attorney, supported by a living will, prevent that spiral by naming who acts for you the moment capacity slips. The result is faster decisions, private management of finances and care, and a huge reduction in costs and conflict.
We close with the underrated reward of planning: peace of mind. By structuring ownership and beneficiary designations wisely, you can qualify for long-term care benefits without sacrificing your home or retirement. You avoid the most common traps—public probate, contested guardianships, and rushed, do-it-yourself fixes—while giving your family clarity and calm when it matters. Want help turning tricks into treats? Book a free consult at 1-888-999-6600 or schedule at mcelderdall.com/scheduling. If this conversation helped, subscribe, share it with a friend, and leave a review so others can find it too.
Probate doesn’t just slow things down—it can turn a time of grief into a grind of court dates, public filings, and creditor claims. We sit down to unpack why probate so often feels like a maze and map out practical ways to keep your family out of it with clear, simple planning moves that protect what matters.
We start with the human cost: how an open estate can freeze a home sale, stall car title transfers, and complicate insurance and mortgage payments. From there, we explain what probate really is—the court-supervised, public process for transferring assets—and why it commonly lasts six months to two years. You’ll hear how notices to creditors can pull medical bills and other debts into the mix, shrinking what beneficiaries receive and stoking family tension during an already hard season.
Then we shift to solutions you can use today. We walk through beneficiary designations on bank accounts, IRAs, 401(k)s, and brokerage accounts, showing how they transfer directly and bypass probate. For North Carolina homeowners, we outline the enhanced life estate (Lady Bird) deed that works like a beneficiary designation for your house, keeping it out of probate and simplifying transfer. We also break down revocable living trusts—how funding the trust by retitling assets like your home, accounts, vehicles, and even a boat can create a faster, more private, and more controlled path for your loved ones. Along the way, we highlight common mistakes, like leaving titles unfunded or ignoring contingent beneficiaries, and share a simple checklist to review your assets.
If you’re ready to trade uncertainty for clarity, this conversation gives you the tools to act. Book a free consult at our Shelby, Charlotte, or Hendersonville offices, call 1-888-999-600, or visit www.mcelderlaw.com. If this helped, subscribe, share with a friend who’s planning ahead, and leave a quick review so more families find their way to a smoother plan.
Imagine sorting a loved one’s papers and finding ten different wills—each telling a slightly different story about who gets what. That’s how family peace turns into a courtroom drama. We pull back the curtain on why outdated wills and mismatched beneficiary forms can derail even the most well‑meaning plans and how a few practical moves can keep your wishes clear, enforceable, and drama‑free.
We break down the big three drivers of conflict—changes in law, changes in family, and changes in assets—and show how to keep everything aligned. Jane Dearwester joins Greg McIntyre to explain when a simple codicil is enough, when it’s smarter to draft a new will and revoke all prior versions, and why physically destroying old documents prevents “ghost wills” from resurfacing. We get specific about formalities too: two witnesses, proper execution, and a self‑proving affidavit so your family isn’t hunting down witnesses years later. From there, we dig into the pitfalls of DIY and handwritten add‑ons that courts routinely reject, and the quiet power of tools like revocable living trusts and Lady Bird deeds to pass property outside probate with speed and clarity.
You’ll hear a real‑world example of a trust that secures a minor child’s future, the role of a capable trustee, and how funding the trust turns paperwork into protection. If you want fewer delays, fewer surprises, and fewer legal bills, this guide gives you a clean checklist: update after life changes, align beneficiary designations with your will, revoke and destroy outdated versions, and consider probate‑avoidance strategies that fit your situation. Subscribe, share this with someone who needs a nudge to update their plan, and leave a quick review telling us the one step you’ll take this week to keep your legacy out of court and in your family’s hands.
What if the scariest part of probate isn’t the paperwork—but the creditors waiting to drain an estate dry? We pull back the curtain on practical, legal tools that keep wealth intact, from the first filing to the final distribution. Jane and Haley explain how to start the clock with a proper notice to creditors, why a thorough inventory creates leverage and clarity, and how a clean estate bank account shields you from commingling risks and messy accounting. If you’ve ever wondered how claims actually get processed—or challenged—this conversation gives you the step-by-step playbook.
We dive into the fine print of creditor strategy: spotting invalid or mistaken claims, using North Carolina procedures to object, and negotiating unsecured debts for less when quick payment makes sense. You’ll hear where the line gets drawn with secured debts like mortgages and car loans, and why keeping those payments current is non-negotiable if you want to avoid foreclosure or repossession during estate administration. We also share how non-estate funds, including life insurance proceeds, can preserve key assets so you don’t lose the family home or a vital vehicle while claims are pending.
Finally, we talk prevention: the smartest way to avoid creditor chaos is to limit what goes through probate in the first place. With the right mix of trusts, beneficiary designations, and lady bird deeds, many assets can pass outside probate and stay beyond most creditors’ reach. Whether you’re serving as a personal representative or planning ahead for your family, you’ll come away with clear, actionable steps to protect assets, reduce stress, and finish administration with fewer surprises. If you found this helpful, follow the show, share it with someone who’s facing probate, and leave a review to help others find these tools.
Most people assume a caring family and a good doctor’s note will steer a loved one through a crisis. The hard truth in North Carolina: only a judge can declare incompetence, the evidence bar is high, and family conflict can put strangers in charge of the most personal decisions. We unpack the four biggest guardianship nightmares—thin medical proof, missing powers of attorney, contested petitions, and defaulting to third-party guardians—and show how to navigate each one with strategy, clarity, and compassion.
We start with the legal spine of guardianship: the petition, the “clear, cogent, and convincing” standard, and why medical records and recent physician affidavits carry outsized weight. From there, we explain court-ordered multidisciplinary evaluations, the Guardian ad Litem’s independent role, and how to build a credible record when access to files is limited. Then we turn to prevention. Solid general durable and healthcare powers of attorney do more than name agents; they can eliminate the need for guardianship, guide the court to respect prior choices, and keep decision-making with the people you trust. When families clash, we share what courts look for—risk of blocked visitation, fiduciary red flags, and persistent hostility—and why that often leads to professional guardians for the estate and DSS for the person.
Along the way, we offer practical steps: how to prepare evidence, propose limited guardianship when appropriate, and craft estate planning that anticipates real life—successor agents, communication plans, and safeguards that reduce courtroom risk. If you want to protect autonomy, avoid unnecessary litigation, and keep care decisions close to home, this guide gives you the roadmap.
If this helped you think differently about guardianship and planning, subscribe, share this episode with someone who needs it, and leave a review with your biggest question so we can cover it next time.
Protecting your loved ones from the devastating financial impact of long-term care costs is one of the most powerful gifts you can give them. In this eye-opening episode, attorneys Greg McIntyre and Haley Matson reveal crucial strategies to shield your home, retirement savings, and other assets if nursing home care becomes necessary in your future.
The conversation begins with a fundamental truth many families face: you've worked hard for your home, built a retirement fund over decades, and want to ensure these assets remain intact for your spouse and children. Without proper planning, the staggering costs of long-term care can rapidly deplete everything you've built. Thankfully, there are legal solutions available when you work with knowledgeable professionals.
Matson walks listeners through several powerful protection strategies, with special attention to the Lady Bird deed - a remarkable legal tool available in North Carolina that allows homeowners to maintain 100% ownership during their lifetime while ensuring the property transfers directly to beneficiaries upon death, bypassing probate and potential Medicaid recovery claims. The attorneys also discuss trust planning, last-minute crisis strategies for those who haven't planned ahead, and how careful asset restructuring can help qualify for benefits while preserving resources. As Matson aptly puts it, "Planning ahead is always better than cramming the night before the test," but solutions exist regardless of your current situation.
Ready to protect what matters most? Schedule a free consultation by calling 1-888-999-6600 or visiting mcelderlawcom/scheduling to speak directly with an attorney who can help safeguard your family's financial future.
What would you do if you knew there was a 70% chance a meteor would hit your home? You'd move, right? According to the Department of Health and Human Services, that's the same probability seniors face for needing long-term care—yet most aren't prepared for the financial impact.
Nursing homes in North Carolina now cost between $8,000-$13,000 monthly, amounting to a staggering $100,000-$150,000 annually. Without proper planning, these expenses can quickly deplete a lifetime of savings and even force the sale of your family home. But there's good news: with advance planning, you can protect what you've worked so hard to build while ensuring you receive the care you need.
Attorneys Greg McIntyre and Haley Matson outline powerful asset protection strategies including irrevocable trusts that shield investments and savings from being counted for benefits purposes. They explain how LadyBird Deeds allow you to maintain control of your home during your lifetime while protecting it from Medicaid recovery after death. Essential legal documents like Powers of Attorney prevent court-appointed guardianship and empower trusted individuals to implement asset protection strategies if you become incapacitated. As Attorney McIntyre emphasizes, "Preparation is better than cramming the night before for the test"—a few degrees off course now can put you in the wrong place years later.
Don't risk losing everything you've worked for to pay for long-term care. Schedule a free consultation with the experienced team at McIntyre Elder Law by visiting mcintyreclderlaw.com/scheduling or calling 1-888-999-6600. Their comprehensive approach addresses both estate planning and benefits qualification to give you peace of mind and financial security as you age.
Taking on the role of trustee means stepping into a position of significant responsibility that comes with legal obligations many people don't fully understand. This enlightening discussion between attorneys Haley Matson and Jordan McIntyre breaks down the critical aspects of being a trustee and managing someone else's assets as a fiduciary.
The attorneys clearly explain that accepting a trustee position means you're legally bound to a set of duties including loyalty, impartiality, and prudent administration. They highlight the specific legal frameworks governing these responsibilities, pointing to Chapters 32C and 36 of North Carolina law where these duties are formally outlined. For anyone serving as a trustee, understanding these legal requirements isn't optional—it's essential to protect both the beneficiaries and yourself.
The conversation takes a practical turn when the attorneys identify the most common pitfalls they've observed in their practice. They emphasize the dangers of mixing personal and fiduciary funds, particularly when close family relationships are involved. Using trust assets for personal benefit, ignoring the explicit terms of trust documents, and failing to keep detailed records can all lead to serious legal consequences. Their advice is straightforward: document everything, communicate openly with beneficiaries, and seek professional guidance when needed. McIntyre Elder Law offers comprehensive support for trustees, from explaining document terms to handling accountings or even taking over administration duties when the responsibility becomes overwhelming. Whether you're a new trustee just learning your duties or an experienced one facing challenges, their team is available for consultation at offices in Shelby, Charlotte, and Hendersonville.
Ready to understand your trustee responsibilities better? Schedule a free consultation by calling 1-888-999-6600 or visiting the firm's website to explore their educational resources on fiduciary duties and trust management.
Facing the possibility that you or your spouse might need nursing home care is daunting enough without the added stress of potential financial ruin. The stark reality—nursing homes cost between $10,000 and $15,000 monthly—means even substantial estates can be rapidly depleted, leaving a healthy spouse vulnerable.
In this deeply informative conversation, Elder Law attorney Greg McIntyre and his colleague Jane Dearwester demolish common misconceptions about spousal protection while revealing powerful strategies to preserve assets. The duo emphasizes that marriage alone doesn't grant financial authority over a spouse's assets—a dangerous assumption many couples make. They detail why a comprehensive general durable power of attorney with specific gifting provisions serves as the essential "linchpin" for any protection plan.
The attorneys explain two game-changing tools most people never hear about: Lady Bird deeds and Medicaid Asset Protection Trusts. Lady Bird deeds offer immediate home protection without Medicaid's five-year look-back period—allowing you to maintain complete control of your property while shielding it from recovery. For broader asset protection, irrevocable trusts create crucial separation between you and your assets while still allowing you to receive income benefits. As Greg explains, "You get the benefits as the lifetime income beneficiary and you get the benefit of the long-term care benefit. It's just a win-win."
With 70% of people over 65 eventually needing long-term care, preparation isn't optional—it's essential. Take the first step toward protecting your spouse and preserving your legacy by scheduling a free consultation at mcelderlawcom/scheduling or calling 1-888-999-6600.
We all avoid the uncomfortable conversations, but what if facing them actually brought peace of mind? Attorney Greg McIntyre tackles one of life's most difficult topics—end-of-life planning—with compassion, wisdom, and practical guidance.
Drawing from his two decades of experience in estate planning and elder law, Greg shares why these sensitive discussions shouldn't be postponed. He applies the powerful "Eat the Frog First" principle, suggesting that addressing our most challenging tasks first—like healthcare directives and asset distribution plans—allows everything else to flow more easily. When we face these difficult conversations head-on, we experience reduced anxiety, improved health, and the comfort of knowing our affairs are properly arranged.
Greg acknowledges that family dynamics sometimes make direct conversations about inheritance, healthcare decisions, and financial matters problematic. That's where professional guidance creates a crucial "safe space" for expressing wishes confidentially. Through proper planning, you can prevent guardianships, protect your home and retirement accounts, and provide clear direction for your loved ones during challenging times. Despite his own admitted discomfort with discussing death, Greg emphasizes that these conversations remain essential for responsible family planning.
Ready to create your personalized end-of-life plan in a judgment-free environment? Schedule a free consultation by calling 1-888-999-6600 or visit mcelderlawcom to secure peace of mind for yourself and your family today.
The landscape of long-term care benefits in North Carolina is shifting dramatically with the implementation of the "One Big Beautiful Bill." This legislation introduces several key changes that could significantly impact how you or your loved ones access crucial healthcare services when they're needed most.
Most notably, the bill establishes a flat home equity cap of $1 million for Medicaid eligibility. For homeowners who have built substantial equity over decades – particularly in urban areas with higher property values – this could create unexpected barriers to receiving necessary care. Fortunately, several protective measures remain available, including convertible trusts, irrevocable Medicaid asset protection trusts, and traditional life estate deeds, but timing is critical. These strategies must be implemented outside the five-year look-back period to be effective.
The legislation also introduces more frequent eligibility redeterminations (now semi-annual rather than annual) and reduces the retroactive coverage period from 90 days to just 30 days. This shortened window makes immediate action essential when facing a healthcare crisis. Waiting even a few weeks to begin the application process could result in thousands of dollars in uncovered expenses that previously would have been retroactively covered.
Despite these challenges, proactive planning remains your strongest defense. By putting protective measures in place before they're needed, you can avoid sacrificing your home or other assets due to a long-term care situation that's no fault of your own. The tools available haven't changed – but the urgency of implementing them has increased substantially.
Ready to protect what you've worked so hard to build? Call us at 1-888-999-6600 to schedule a free consultation. Let's develop a strategy that shields your assets while ensuring you maintain access to the care you may need in the future.
When it comes to navigating real estate decisions, particularly for older adults or those managing inherited properties, professional guidance isn't just helpful—it's essential. This enlightening conversation between Jane Dearwester of McIntyre Elder Law and Jason Brodsky of Owners Only Real Estate reveals why DIY approaches to property valuation and sales often lead to significant financial and emotional costs.
The Western North Carolina real estate landscape has undergone a dramatic shift, transitioning from a seller's market to a buyer's market in just one year. Jason expertly breaks down the factors driving this change, including the phenomenon of "rate hostages"—homeowners with exceptionally low mortgage rates who feel trapped in properties that no longer suit their needs. For seniors considering downsizing or families managing estates, understanding these market dynamics is crucial to making informed decisions.
Perhaps most valuable is the discussion of North Carolina's unique real estate contract system, which heavily favors buyers and can leave unprepared sellers vulnerable. Through a compelling case study, Jason demonstrates how professional pricing strategy resulted in a quick sale at $68,000 above asking price with favorable terms for the seller. This practical example highlights why emotional attachment to property must be balanced with objective market analysis—something that professionals bring to the table. Whether you're planning for long-term care transitions or managing inherited property, this episode offers invaluable insights on protecting your most significant assets with expert guidance.
Subscribe to our podcast for more conversations about protecting your assets and planning for life's transitions. Have questions about real estate and elder law? Contact McIntyre Elder Law today to schedule a consultation with our experienced team.
What exactly is a trust, and do you really need one? Attorneys Haley Matson and Jane Dearwester tackle these questions head-on in our latest episode, breaking down complex legal concepts into practical, actionable information.
Think of a trust as a private container for your assets with specific instructions attached. Unlike the common misconception that trusts are exclusively for the wealthy, they serve numerous practical purposes for everyday people. Single parents protecting inheritances for minor children, individuals with disabled family members, business owners safeguarding their enterprises, and property owners with real estate in multiple states all benefit significantly from trust planning.
We explore how trusts offer superior asset protection compared to traditional wills, helping shield your hard-earned resources from creditors and providing controlled distribution to beneficiaries. For those concerned about potential long-term care needs, specialized trusts can help preserve assets while qualifying for government benefits. Most importantly, trusts give you remarkable control over your legacy - allowing you to specify not just who receives your assets, but how and when they receive them.
Not everyone needs a trust, and that's okay too. The key is understanding your unique situation and planning accordingly. Whether you're concerned about protecting minor children, managing complex assets, or simply want to avoid probate, this episode provides the foundational knowledge you need to make informed decisions about your estate planning. Ready to take the next step in securing your legacy? Visit our offices in Charlotte, Hendersonville, or Shelby for a personalized consultation.
Early Conversations and Legal Documents for Aging Parents: Jordan McIntyre emphasized the importance of discussing aging and estate planning early to ensure legal documents are in place. These crucial documents include powers of attorney and a will, which help manage assets outside of probate. Greg McIntyre highlighted the dangers of not having these documents, such as losing capacity and needing to go through guardianship proceedings to manage financial, legal, or healthcare matters.
Protecting the Home and Tailored Planning: Jordan McIntyre suggested a "lady bird" deed as a simple and powerful way to protect a home. Greg McIntyre added that a trust could also protect the home and other financial assets, stressing that each family's situation, assets, and needs are unique, requiring an individualized plan. They mentioned that foundational documents like a general durable power of attorney, healthcare power of attorney, living will, and last will and testament are mandatory to avoid future complications and forced guardianships.
Key Planning Tools and Consultations: Greg McIntyre further elaborated on essential planning tools, including deed protections like life estate deeds and ladybird deeds, as well as various trusts such as revocable living trusts and irrevocable trusts like Medicaid asset protection trusts. They concluded by offering consultations for families to create a tailored plan for their specific needs, which can be scheduled at mcelderlaw.com/scheduling
What happens when disaster strikes without warning? A vacation accident, a sudden health diagnosis, or an unexpected incapacitation can leave you and your loved ones vulnerable if you haven't prepared properly.
Throughout this eye-opening conversation, we explore the critical importance of crisis planning and what options exist when emergencies occur. While we stress that pre-planning is always the best approach, we also walk through realistic scenarios and solutions for those caught unprepared. For those who remain competent during a crisis, emergency powers of attorney can be established for both financial and healthcare decisions. When capacity is lost, family members must navigate the more complex process of guardianship—a route that becomes necessary when no advance directives exist.
We share real-world experiences with clients who wisely planned before adventure travel, those racing against time after receiving difficult health news, and families forced to pursue emergency guardianships for vulnerable loved ones. The contrast between pre-planned and crisis-driven solutions reveals just how much additional stress, expense, and complication can be avoided with some advance preparation. Simple measures like establishing beneficiaries on accounts, creating powers of attorney, and developing basic estate plans provide crucial protection when you need it most.
Don't leave your legacy and your loved ones' peace of mind to chance. Contact us to learn how straightforward planning can provide the protection and certainty your family deserves, no matter what unexpected challenges life may bring. We're committed to helping you protect what matters most, with convenient consultations available in Shelby, Charlotte, and Hendersonville.
Securing your family's financial future while accessing necessary long-term care is possible with the right legal strategy. This conversation between attorneys Greg and Jordan McIntyre reveals how their firm helps clients navigate this critical balance.
The cornerstone of this discussion focuses on a two-pronged approach: qualifying for Medicaid benefits to cover assisted living or nursing home expenses while simultaneously protecting assets from Medicaid's estate recovery process. Attorney Jordan McIntyre explains that the key lies in probate avoidance - because creditors, including Medicaid, can only claim assets that pass through probate after death.
Among the most powerful tools in this planning arsenal is the ladybird deed, which allows homeowners to maintain full control of their property during their lifetime while ensuring it passes directly to beneficiaries upon death, bypassing probate entirely. For financial accounts, options include trusts for ongoing management or direct beneficiary designations, depending on each family's unique circumstances.
What truly distinguishes McIntyre Elder Law's approach is their commitment to relationship-building. "It's really just about listening skills," explains Jordan when discussing how he establishes trust with clients. This client-centered focus begins with understanding personal histories and family dynamics before crafting legal solutions. Both attorneys share the profound satisfaction they experience when seeing a plan successfully protect a client's legacy - as Greg puts it, quoting The A-Team, "I love it when a plan comes together."
Ready to protect your assets while ensuring you can access needed care? Schedule a free consultation by calling 1-866-999-6600 or visiting mcelderlaw.com/scheduling to secure your family's financial future with attorneys who understand the delicate balance between long-term care planning and asset protection.
Wondering what really happens during an estate planning consultation? Attorneys Greg and Jordan McIntyre pull back the curtain on this often-misunderstood process, revealing a surprisingly relaxed experience that's more like a friendly kitchen table conversation than a formal legal meeting.
Far from being a high-pressure situation, estate planning consultations are designed to be comfortable and informative. As Greg shares, "The best part of my day was meeting with this client, getting to know her and just sitting down and having a consultation." This personable approach puts clients at ease while attorneys gather the essential information needed to create effective estate plans.
During your consultation, expect questions about who you trust in your life, what assets you own, and your wishes for distribution. Don't worry about having all the answers prepared—the attorneys guide you through the process conversationally. If you have previous estate planning documents, bringing them along helps provide valuable context and history for your updated plans. The ultimate goal is identifying your wishes while spotting potential pitfalls where you might lose assets or control.
Ready to experience this refreshingly straightforward approach to securing your legacy? The McIntyre attorneys offer free consultations where you'll find not only expert legal guidance but also their famous office-made chocolate chip cookies. Schedule yours today by calling 1-888-999-6600 or visiting mcelderlawcom.
Money gifted with good intentions can lead to devastating financial consequences when long-term care becomes necessary. This eye-opening discussion between Elder Law attorneys Greg McIntyre and Brenton Begley tackles one of the most misunderstood areas of senior planning: how well-meaning asset transfers can backfire when seeking Medicaid and special assistance benefits.
The conversation cuts through common misconceptions, particularly the damaging belief that the federal gift tax exemption (currently $19,000 per person annually) provides a "free pass" for Medicaid eligibility. As the attorneys clarify, these systems operate under completely different rules, and conflating them can lead to benefit denials precisely when you need care most. They break down the dreaded "look-back period" - that window of time where every financial gift or property transfer comes under scrutiny and potentially triggers penalties that delay essential benefits.
Beyond just identifying pitfalls, McIntyre and Begley outline strategic approaches that actually work within the rules. From specialized deeds that protect property without triggering penalties to legally-sound asset protection strategies, they demonstrate that with proper planning, families can preserve their life savings while still accessing critical care benefits. Their expertise reveals the reward in finding that balance between asset protection and benefit eligibility - ensuring seniors can receive necessary care without sacrificing everything they've built.
Whether you're planning ahead or facing an immediate care crisis, this conversation offers crucial guidance for navigating the complex maze of long-term care benefits. The attorneys' closing offer of complimentary consultations underscores their commitment to helping families protect what matters most while securing the care they deserve. Ready to ensure your gifts don't become costly mistakes? Schedule a free consultation and discover how proper planning creates peace of mind.
Probate hearings rarely make for casual conversation, but they're a critical part of estate administration that can become surprisingly contentious. Join Jane Dearwester and Haley Matson from McIntyre Elder Law as they pull back the curtain on these often-misunderstood legal proceedings in North Carolina.
Most people assume probate is just paperwork and forms, but contested estates can involve numerous hearings before the clerk of court. Jane and Haley expertly break down the different categories of probate hearings you might encounter, from competing qualification disputes (who gets to serve as executor?) to heir determination hearings (who's legally entitled to inherit?). They explore petitions for possession and sale of real property, motions to remove executors who mishandle estate funds, and the fascinating 28A examinations that can compel disclosure from those hiding estate assets.
The conversation takes particularly interesting turns when discussing lost will hearings—especially relevant in Western North Carolina, which has suffered hurricanes and wildfires destroying important documents—and will caveats that challenge a will's validity based on lack of capacity or undue influence. One compelling example involves a "crooked pastor" who convinced a cognitively declining person to disinherit their entire family. Jane and Haley explain how they successfully had that will invalidated.
Perhaps most valuable is their explanation of North Carolina's spousal protections. Unlike some states, North Carolina doesn't allow complete disinheritance of spouses, providing statutory remedies through elective share (based on marriage length) and spousal allowance (the first $60,000 of the estate). Throughout their discussion, they emphasize how Chapter 28A of the North Carolina General Statutes creates a complex framework that isn't intuitive or straightforward—making professional legal representation essential when navigating these waters.
Want to learn more about protecting yourself and your loved ones from probate complications? Visit mcelderlaw.com to explore their blogs and resources, or connect with their team at offices in Shelby, Charlotte, and Hendersonville.
Forget everything you thought you knew about estate planning. That nagging belief that it's only for the wealthy with beach houses and trust funds? It's completely wrong. As attorneys Jordan McIntyre and Haley Matson explain, everyone has an estate worth protecting, whether you're retired on a fixed income or just starting your family journey.
What most people don't realize is that estate planning isn't primarily about protecting your stuff—it's about protecting your people. When you create an estate plan, you're ensuring your children have designated guardians, your assets go to the right beneficiaries, and your loved ones aren't forced to make impossible decisions about your care during emotionally difficult times. Without these protections, the state makes these critical decisions for you, following rigid laws that rarely align with personal wishes.
The consequences of not planning can be devastating. When someone dies without proper documents in place, everything goes through probate—a public, court-supervised process where creditors have 90 days to make claims against your estate. This is exactly how families lose homes and cherished property to medical debt and other creditors. And for seniors considering Medicaid for nursing home coverage, comprehensive planning becomes even more crucial to protect assets from reclamation after death. As our attorneys emphasize, planning doesn't mean you're expecting the worst; it simply means you're taking control before crisis hits.
Don't fall for the myth that you need to be wealthy or elderly to benefit from estate planning. In fact, creating these documents earlier is always easier and more effective. Life changes like marriage, divorce, births, or deaths often necessitate updates to existing plans, so establishing a foundation early makes future modifications simpler. Ready to protect what truly matters? Visit McIntyre Elder Law for a free consultation in Shelby, Charlotte, or Hendersonville, or call 1-888-999-6600 to start securing your family's future today.
What exactly happens when someone names you as the executor of their will? Far more than most people realize. In this enlightening discussion, attorneys Jane Dearwester and Haley Matson of McIntyre Elder Law pull back the curtain on the executor's role during their "Probate Boot Camp."
The conversation begins with a crucial concept many new executors don't fully grasp: the fiduciary duty. This legal standard means you're handling someone else's money with the highest level of care and responsibility. Jane and Haley walk listeners through the practical first steps every executor must take, from locating the original "wet ink" will to formally applying for appointment through the court. Even with a perfectly drafted will, the probate process requires court supervision and specific legal procedures.
Things get particularly interesting when the attorneys dive into the complications that frequently arise. Will contests from disgruntled heirs, allegations of undue influence, questions about testamentary capacity, and disputes over property distribution can transform a seemingly straightforward process into years of litigation. Drawing from their extensive experience in estate litigation, they share real-world scenarios where executors found themselves caught in family disputes while trying to fulfill their duties. The discussion covers executor compensation (up to 5% of estate assets), when to seek professional help, and how even simple estates typically take 6-12 months to settle.
Whether you're currently serving as an executor, have been named in someone's will, or are planning your own estate, this conversation provides invaluable insights into the probate process. Have questions about your specific situation? McIntyre Elder Law offers free consultations at their offices in Hendersonville, Charlotte, and Shelby. Visit mcintyrederlaw.com to learn more about probate and other elder law topics.
Power of attorney abuse represents one of the most devastating breaches of trust that can occur within families and relationships. When someone appointed to handle financial and legal affairs betrays that confidence, the consequences can be financially devastating and emotionally traumatic.
Attorney Greg McIntyre tackles this crucial topic head-on, providing a clear roadmap for addressing situations where an agent under a power of attorney acts against the principal's best interests. He explains that North Carolina law offers specific remedies when agents fail to uphold their fiduciary responsibilities. The first approach involves petitioning the court for an accounting—essentially forcing the agent to present comprehensive documentation of all their actions taken on behalf of the principal. This transparency mechanism allows a judge to review the agent's conduct and, if necessary, immediately remove them from their position to prevent further damage.
For cases where the misconduct is discovered later or after the principal has passed away, McIntyre outlines how civil lawsuits become the appropriate remedy. These legal actions can address breaches of fiduciary duty and seek restitution for funds that have been wrongfully converted to the agent's personal use. Throughout the discussion, McIntyre emphasizes the fundamental principle that agents must always act in good faith and in the best interest of the person who trusted them with this significant responsibility.
Have you noticed concerning behavior from someone who holds power of attorney? Don't wait until the situation worsens. The team at McIntyre Elder Law has extensive experience prosecuting these cases and protecting vulnerable individuals from exploitation. Reach out today to discuss your concerns and explore your legal options for holding wrongful agents accountable.
Your home represents years of memories, hard work, and financial investment—but does your estate plan adequately protect this precious asset? In this illuminating conversation, estate planning attorneys Jane Dearwester and Jordan McIntyre share their expertise on safeguarding your real property for future generations.
Drawing from her 15 years of real estate litigation experience, Jane explains why protecting property assets ranks among clients' top concerns. The good news? Multiple strategies exist to secure your real estate holdings. The attorneys break down the power of Ladybird Deeds (enhanced life estate deeds), which allow you to maintain complete control of your property during your lifetime while designating exactly who receives it after your passing—all while potentially qualifying for benefits like Medicaid without surrendering your home.
For those with property in multiple states or investment real estate portfolios, trust planning offers sophisticated protection against probate complications. As Jane explains, "You only need one trust to hold multiple properties from multiple states." The conversation also addresses special considerations for South Carolina properties, where alternative approaches like joint tenancy with rights of survivorship provide similar protections in a state that doesn't recognize Ladybird Deeds.
Whether you're protecting your family home or managing multiple investment properties, proper estate planning prevents your real estate from becoming vulnerable to creditors through probate. Connect with the attorneys at McIntyre Elder Law in Shelby, Charlotte, or Hendersonville to develop a customized strategy that preserves your property legacy. Visit mcrlaw.com or call 1-888-999-6600 to schedule your consultation today and ensure what you've built remains protected for generations to come.
What happens when a loved one suddenly needs nursing home care and you've done absolutely no prior planning? The financial devastation can be overwhelming, but according to elder law attorneys Greg and Jordan McIntyre, all hope is not lost.
This father-son legal team walks through the stark reality of crisis planning for long-term care. They contrast the difficult path of guardianship proceedings—which require court oversight, hearings, and months of legal work—with the protection offered by properly drafted powers of attorney. As Jordan explains, "If there's a limitation on the gifting provision, it could hinder my ability to protect assets." Not all legal documents are created equal, and standard forms rarely contain the specific provisions needed for effective asset protection.
For married couples facing nursing home placement, the McIntyres offer particular hope. Even without prior planning, strategies exist to implement the "community spouse resource allowance" and other legal mechanisms that can preserve significant assets for the healthy spouse. They explain how the rules allow for protecting your home and savings while still qualifying for benefits you've paid for through years of tax contributions. As Greg notes, "The real power is being able to know the rules so well that you operate out in the open... within our rules that we allow."
The attorneys emphasize that crisis planning isn't about hiding assets but working strategically within established legal frameworks. While proactive planning always offers the most protection, their practice includes a dedicated department for helping families in emergency situations. Whether you're planning ahead or facing an immediate care need, understanding these legal strategies could save everything you've worked for. Schedule a free consultation to learn how proper planning can protect your family's financial future.
What happens to your bank accounts when you die? It's a deceptively complex question that goes far beyond the surface-level solution of "just add a beneficiary." In this eye-opening conversation, attorneys Greg and Jordan McIntyre unpack the hidden dangers lurking in common estate planning strategies that could leave your hard-earned assets vulnerable.
The father-son legal team dismantles the popular misconception that joint ownership with rights of survivorship provides foolproof asset transfer. As they reveal, this approach can unexpectedly expose your accounts to creditor claims during probate—a risk many financial advisors never mention. They offer a smarter alternative: utilizing power of attorney relationships while maintaining beneficiary designations, providing management capabilities without the liability exposure.
But the discussion goes deeper, addressing the elephant in the room that basic estate planning often ignores: long-term care needs. With 70% of Americans over 65 requiring some form of long-term care during their lifetime, the McIntyres explain why simple beneficiary designations fail to protect your assets when they're most vulnerable. They introduce specialized trust strategies that maintain your access to funds while shielding them from catastrophic care costs.
The attorneys also raise important questions about the readiness of beneficiaries to receive inheritances and how trusts can provide structure and protection for younger heirs. Their holistic approach emphasizes that true estate planning prioritizes your needs while living, not just asset distribution after death.
Ready to gain clarity on protecting your financial legacy? Schedule a free consultation with McIntyre Elder Law by calling 1-888-999-6600 or visiting mcintyrederlaw.com/scheduling. Your financial security deserves more than a simplistic solution.
Have you ever worried about what would happen to your hard-earned assets if you faced a lawsuit or creditor claims? The truth might surprise you.
Attorney Jordan McIntyre begins with a reality check that makes many clients uncomfortable: there's no such thing as a litigation-proof life or estate plan. However, that doesn't mean you're powerless. Through strategic planning, you can create multiple layers of protection that significantly reduce your risk exposure while ensuring your wealth passes according to your wishes.
Jane Deere-Wester and Jordan explore four powerful protection strategies that work together like Russian nesting dolls to shield your assets. They discuss how properly structured trusts can discourage contests through specific provisions, while beneficiary designations offer a simple yet effective tool anyone can implement today without legal assistance. Jane shares a personal cautionary tale of discovering her ex-husband remained as a beneficiary on an account years after their divorce—a common oversight with potentially serious consequences.
For business owners and real estate investors, placing assets within properly structured LLCs provides crucial separation between personal and business liabilities. Taking this protection further by incorporating these entities into your estate plan creates multiple barriers against potential claims. We also tackle the often-uncomfortable subject of prenuptial agreements, which have become increasingly important in today's world of blended families and multiple marriages.
The podcast wraps up with practical advice on implementing these strategies and emphasizes that protecting your legacy isn't about overnight solutions but rather thoughtful planning that honors the lifetime of work you've invested in building your wealth.
Ready to create your own comprehensive asset protection plan? Reach out to our offices in Hendersonville, Shelby, or Charlotte, and let us help you secure your legacy for generations to come.
What happens when you can't make decisions for yourself? Who handles your finances or communicates with your doctors? The answer might surprise you—especially if you haven't prepared the right legal documents.
Attorneys Brenton Begley and John Miller dive deep into the world of Powers of Attorney (POAs), revealing why these documents are critical for everyone, regardless of age or health status. They expertly break down the differences between General Durable POAs for financial matters and Healthcare POAs for medical decisions, explaining how comprehensive documents serve as your shield when unexpected events occur.
The conversation tackles one of the most common hesitations people face—the fear of losing control. Both attorneys provide practical insights into options like "springing" Powers of Attorney that only activate under specific circumstances, while emphasizing that selecting someone you truly trust is paramount. As John notes, "You have to trust the person that you're appointing as an agent" since they'll be making significant decisions on your behalf.
Perhaps most compelling is their warning about waiting too long. Once incapacity occurs, it's too late to create these documents, leaving families with no option but expensive, time-consuming guardianship proceedings. The attorneys share valuable guidance on selecting the right agents, navigating family dynamics, and ensuring your affairs remain in trusted hands even during your most vulnerable moments.
Ready to protect yourself and your loved ones? Visit www.mcelderlaw.com to schedule your free consultation or call 704-259-7040 to learn how McIntyre Elder Law can help you create Powers of Attorney tailored to your specific needs.
The silent epidemic of elder abuse affects countless seniors, yet many families don't recognize the warning signs until significant harm has occurred. Attorneys Brendan Begley and Jordan McIntyre tackle this critical issue head-on, revealing how cognitive decline creates vulnerability and opens the door to exploitation.
Financial exploitation stands out as the fastest-growing form of elder abuse, with seniors losing billions annually to scammers, unethical caregivers, and even family members. The attorneys explain the sobering reality that willingness doesn't equal consent when cognitive impairment is involved—seniors may sign over deeds or write checks without truly understanding the consequences or remembering previous transactions.
What makes this issue particularly heartbreaking are the risk factors that compound vulnerability. Beyond cognitive decline, social isolation emerges as perhaps the most insidious threat, where seniors knowingly accept exploitation simply to maintain human connection. The podcast reveals surprising forms of abuse that often go unrecognized, including misuse of the very legal systems designed to protect vulnerable adults, like unnecessary guardianship proceedings when less restrictive alternatives exist.
The attorneys offer practical solutions for both prevention and remedy. While Adult Protective Services and litigation can address exploitation after it occurs, establishing a comprehensive estate plan before cognitive issues arise provides the strongest protection. A properly executed power of attorney grants trusted individuals not just decision-making authority but legal standing to intervene if exploitation occurs—a critical distinction many families discover too late.
Ready to protect yourself or your loved ones? Schedule a free consultation today by calling 888-999-6600 or visiting mcintyrederlaw.com and take the first step toward securing peace of mind for your family's future.
What makes an asset truly valuable? At McIntyre Elder Law, we've discovered that the answer isn't always about dollars and cents. Sometimes, a seemingly ordinary item – like a four-foot metal chicken sculpture that barely fit in an attorney's SUV – becomes the pivotal element in resolving an estate dispute. Why? Because it connected our client to precious memories of her father sitting beside it on the porch.
These unexpected treasures represent something beyond monetary worth. They embody our stories, our connections, and the unique legacy we hope to leave behind. While traditional assets like bank accounts, retirement funds, and real estate form the backbone of estate planning, we've learned that baseball gloves from high school, comic book collections, and even China sets can carry immeasurable personal significance.
Pets represent another frequently overlooked but emotionally critical asset. For many clients across Western Carolina, ensuring proper care for their beloved animals is a top priority. Through specialized pet trusts, we can designate caregivers and allocate funds specifically for their continued wellbeing. This approach honors the deep bonds that make pets genuine family members deserving protection through thoughtful estate planning.
What truly sets effective estate planning apart is customization. Each plan we create reflects the unique values, priorities, and circumstances of the individual it serves. Whether litigating to protect cherished possessions or planning ahead to safeguard what matters most, we focus on developing solutions that honor your specific wishes. After all, your estate plan isn't just about distributing assets – it's about preserving the culture, memories, and legacy that make your family unique.
Ready to protect what matters most to you? Call us at 1-888-999-6600 or visit mcelderlawcom/scheduling to arrange your free consultation with one of our experienced estate planning attorneys. Let us help you create a plan that truly reflects what's important to you.
In this engaging episode, we introduce John Miller III, the latest addition to our Hendersonville office. John's journey from growing up in Asheville to practicing law in North Carolina is filled with insights relevant to anyone interested in the legal profession. With a wealth of experience in real estate law, he brings valuable expertise to estate planning, underscoring the importance of protecting your assets and your loved ones.
As a seasoned attorney, John has navigated thousands of real estate transactions, gaining a profound understanding of how property ownership works and its implications for estate plans. This episode dives deep into how John's background complements the needs of our community, particularly as it relates to serving the growing retiree population in Hendersonville and surrounding areas.
Listeners will discover how building personal connections with clients has transformed John’s approach to law, moving beyond mere transactions to foster meaningful relationships. He emphasizes the importance of understanding clients’ values and goals for effective estate planning, making this episode a must-listen for anyone interested in how to safeguard their legacy.
Join us as we discuss the future of our firm and our vision for expanding our reach to provide tailored legal service to those who need it most. We invite you to connect with us for a free consultation to discuss how estate planning can protect your assets and ensure your peace of mind. Don’t miss out on this insightful discussion!
In this episode, we tackle the complex and often heartbreaking issue of undue influence in estate planning. With insights from litigation Attorney Jane Dearwester and the compassionate host Jordan McIntyre, we shine a light on how vulnerable individuals are sometimes manipulated into altering their wills or trust documents for the personal gain of others. Through compelling case studies, we illustrate the concerning realities of family members or caregivers misusing their positions of trust to exploit the elderly.
Listeners can expect to learn about the legalities surrounding undue influence and the evidentiary requirements involved in proving such cases in North Carolina. Dive into pivotal discussions about identifying signs of coercion, recognizing the motives behind manipulative behaviors, and understanding the protections the law offers to safeguard against these despicable acts.
Ultimately, we underscore the importance of proper estate planning as a tool to prevent such scenarios, enabling individuals to have their wishes respected even in vulnerable moments. Join us for a heartfelt conversation with valuable insights that could make a difference to you or your loved ones. Don’t forget to subscribe, share with your community, and follow our journey in fighting for what’s right!
What if you could take the stress out of future healthcare decisions for yourself and your loved ones? Join us for a crucial conversation with attorney Jordan McIntyre and managing attorney Samantha Gordon from our Charlotte office, as we explore the essential steps to shield yourself from the potential impacts of dementia or Alzheimer's. We promise to equip you with the knowledge to establish vital documents like the General Durable Power of Attorney and the Healthcare Power of Attorney, ensuring that your loved ones can seamlessly make decisions on your behalf without the emotional turmoil of guardianship proceedings.
Throughout this enlightening discussion, Samantha and I emphasize why it's important not to assume that marriage automatically grants authority in these matters. Learn how a financial power of attorney can empower your appointed agent to manage real property, bank accounts, and even long-term care arrangements. By setting up these documents while you still have the capacity, you can safeguard your family's future against unnecessary court interventions. This episode is your guide to proactive planning for peace of mind, effectively protecting your future and those you care about the most.
Can a marriage certificate truly safeguard your assets and protect your loved ones? Join us as we explore this provocative question with attorney Brendan Begley and Samantha Gordon from McIntyre Elder Law. In our special Valentine's Day episode, we promise to uncover the truth about marital rights and estate planning, debunking common misconceptions along the way. Brendan and Samantha share captivating real-life examples that highlight the essential role of wills and powers of attorney in ensuring seamless asset management and decision-making, particularly in cases of incapacity.
Throughout our conversation, we shine a light on the potential pitfalls of neglecting an estate plan, including how North Carolina's intestate succession laws could lead to unintended asset distribution. Discover why even spouses need a power of attorney to handle individual accounts and manage shared property effectively. We emphasize the necessity of establishing foundational estate planning documents to avoid legal complications as you age, especially if minor children are involved. If you're contemplating the future of your family's security, tune in for valuable insights and learn how proactive planning can safeguard your family's legacy. For those seeking personalized advice, McIntyre Elder Law is offering free consultations to help you take control of your estate planning needs.
Nursing home abuse is a harsh reality that we cannot ignore, and understanding the gravity of this issue is crucial. Join us, Brenton Begley and Greg McIntyre, as we share saddening tales of neglect that highlight the urgent need for accountability in nursing home facilities. From falls due to inadequate supervision to severe injuries from improper care, we explore the devastating impact these events have on families. Navigating the complexities of these cases, which often straddle the realms of personal injury and medical malpractice, requires seasoned litigators who can cut through the finger-pointing and fight for justice. Our experience in elder law not only equips us to advocate fiercely when harm occurs but also to safeguard family assets through thoughtful estate planning.
We’re also announcing upcoming discussions on pressing nursing home litigation issues. Whether you're confronting these challenges yourself or supporting a loved one, our firm is here to help with a free consultation to explore the actionability of your case. Simply reach out via 1-888-999-6600 or use our online scheduling tool at mcelderlaw.com/scheduling to secure this opportunity. We express our heartfelt gratitude for your trust and encourage you to leverage these resources for the legal support you deserve. Don’t miss this chance to gain valuable insights and learn how we can stand by you in these trying times.
Unlock the secrets to securing your loved ones' financial future with the expert insights of attorneys Greg McIntyre and Samantha Gordon. On this episode of the Elder Law Report, we navigate the world of special needs and supplemental needs trusts, crucial tools that help protect individuals with disabilities without risking their eligibility for government benefits. Samantha illuminates the distinctions between first-party and third-party trusts, and provides practical examples, such as when a first-party trust is essential after a significant financial settlement. This is a must-listen for anyone looking to fortify their estate planning strategy against unforeseen circumstances.
Join us as we explore the intricacies of setting up these trusts, whether initiated by an individual, a family member, or through a legal process. Samantha guides us through the scenarios where these trusts become indispensable, such as ensuring benefits continuity for those who might inherit assets or receive settlements. We also tackle the complexities of establishing trusts for potential future disabilities in children or grandchildren, ensuring peace of mind in your estate planning. Don't miss this opportunity to gain valuable knowledge on safeguarding your loved ones' financial stability while navigating the challenges of government benefits and disability considerations.
Unlock the secrets to creating an estate plan that truly reflects your life's aspirations and ensures your family's future with guidance from attorney Samantha Gordon of McIntyre Elder Law. Samantha takes us on a journey through the essentials of estate planning, likening it to setting New Year’s resolutions—both require setting clear goals and regularly reviewing them to adapt to life's changes. Whether you're a young adult just starting out, a parent planning for your children, or someone caring for elderly family members, Samantha provides insights into crafting a personalized estate plan that meets your unique needs and circumstances. Learn why starting early can be a game-changer and how regular updates to your plan can offer peace of mind in an ever-changing world.
Samantha sheds light on the critical documents you need, such as powers of attorney, and discusses the often-overlooked aspect of estate planning for young adults heading to college. With her expert advice, you can take charge of your financial and healthcare decisions, rather than leaving them to the courts. She emphasizes that estate planning isn't a one-size-fits-all approach and encourages listeners to put it at the top of their New Year’s resolution list for 2025. Don’t miss the chance to gain valuable tips and ensure that your estate plan truly reflects your wishes. For those eager to get started or update an existing plan, Samantha invites you to reach out to McIntyre Elder Law for a consultation and explore how they can assist with your legal needs.
Unlock the secrets to seamless end-of-year planning with Greg and Jordan McIntyre, a dynamic father-son duo of estate planning and elder law attorneys. Discover how this special season can be a catalyst for transformation, both personally and professionally. Greg shares his insight on using this reflective time to sift through the year's highs and lows, while Jordan emphasizes the power of renewal and the human capacity for reinvention. Together, they offer a unique perspective on how estate planning can play a pivotal role in ensuring peace of mind for you and your loved ones.
Join us as we navigate the intricate dance of setting ambitious goals and refining systems to better serve our clients. From expanding litigation capabilities to streamlining operations across their practice, Greg and Jordan reveal their aspirations for the firm's future. More than just a discussion on estate planning, this episode is a heartfelt conversation about growth, connection, and the pursuit of excellence. Whether you're a fellow attorney, a client, or someone seeking inspiration, there's something in this episode for everyone aiming to start the new year with a refreshed perspective.
Thinking about estate planning during the holiday season might seem unconventional, but it's a discussion that holds immense significance. Join attorneys Jordan McIntyre and Samantha Gordon as they navigate through the complexities of estate planning and why it's crucial to address these matters sooner rather than later. Discover how clear communication about your wishes for asset distribution can spare your family from future turmoil. Whether you're considering a power of attorney or planning for business succession, this episode offers invaluable insights to guide you through these delicate conversations during one of the most family-oriented times of the year.
Tune in to learn how to transform estate planning into a meaningful New Year's resolution that promises peace of mind. Jordan and Samantha illuminate the importance of having these conversations with your loved ones, ensuring that they are aware of roles like executor or trustee, and why knowing these responsibilities ahead of time can prevent added stress during difficult times. Whether you're a parent, a business owner, or just someone who wants to make things easier for your family, this episode provides the knowledge you need to make informed, thoughtful decisions. Secure your future and ease potential family burdens by taking the next step with McIntyre Elder Law.
Unlock the secrets to ensuring your legacy isn't left to chance with our holiday-inspired guide to estate planning! Elder law attorneys Greg McIntyre and Brenton Begley bring you the "Estate Planning Naughty and Nice List," revealing essential strategies to safeguard your assets and avoid legal pitfalls. Learn why simply having a spouse doesn't automatically grant decision-making powers over your financial and healthcare matters, and discover the proactive steps needed to keep your estate out of probate and secure for future generations.
Our episode sheds light on the power of taking a thorough inventory of your personal relationships and financial assets as the cornerstone of a robust estate plan. From utilizing Lady Bird deeds to creating Medicaid asset protection trusts, we explore how these tools can shield your wealth from unforeseen claims. Britton and I debunk common misconceptions and stress the importance of appointing powers of attorney, ensuring trusted individuals can step in when needed. With professional guidance, you can craft a comprehensive plan that not only protects your family's future but also honors your personal wishes.
Unlock the secrets to protecting your assets and ensuring long-term care in North Carolina with our latest episode of the Elder Law Report. Ever wondered how look-back periods impact your ability to secure essential benefits for assisted living and nursing home care? We uncover the complexities behind these look-back periods and their effect on asset transfers and eligibility, offering you valuable insights on strategic planning. From special assistance programs to long-term care Medicaid, we discuss how understanding these nuances can be the key to safeguarding your future.
Planning is more than just a necessity; it’s a way to secure peace of mind for you and your loved ones. We emphasize the importance of proactive estate planning, providing strategies to protect your home and retirement savings against the financial strain of long-term care. Discover tools like ladybird deeds and Veterans Aid and Attendance Pension Benefits that can help you navigate this complex landscape. I, as your host and an experienced elder law attorney, am here to offer free consultations to address your specific needs. Reach out and let us guide you through the maze of rules and regulations to maximize asset protection and secure the care you need.
Unlock the crucial knowledge behind healthcare legal documents with expert insights from Jane Dearwester and Jordan McIntyre of McIntyre Elder Law. Have you ever wondered who would make medical decisions for you if you're unable to do so? Discover the vital role of a healthcare power of attorney and learn why selecting a trustworthy person—or even more than one—could ensure your wishes are honored. This episode promises to equip you with the understanding needed to navigate the challenging decisions surrounding healthcare directives and powers of attorney, regardless of your current health status.
Prepare to transform how you approach life's uncertainties with our deep dive into living wills, also known as advanced directives. These essential documents guide your healthcare providers on your wishes in critical situations, like terminal illnesses or permanent vegetative states, providing peace of mind for you and your loved ones. Whether you're a resident of Henderson, Shelby, or Charlotte, taking the step to consult with a healthcare attorney could safeguard your future decisions. Visit us at mclderlaw.com for more information and begin your journey towards informed and assured healthcare planning today.
Unlock the secrets to safeguarding your business legacy with expert insights from Brenton Begley and Jordan McIntyre of McIntyre Elder Law. Imagine a future where your business thrives seamlessly, even in your absence. That's what you'll discover as we explore the world of estate planning tailored specifically for business owners. We discuss why a general durable power of attorney is crucial for ensuring that a trusted person can make vital business decisions if you're unable to. Learn how to sidestep the often taxing probate process by setting up a revocable trust or integrating a strategic succession plan into your business's operating agreements or bylaws.
Probate can be a perilous journey, fraught with risks like disputes and operational stalls. We lay bare the vulnerabilities your estate could face and why avoiding probate is essential to maintain business continuity. A carefully crafted succession plan—be it a trust or a detailed operating agreement—means your business interests pass smoothly to your chosen successors, without hitch or hiccup. For business owners eager to shield their enterprise from uncertain futures and preserve their vision, we discuss actionable strategies for probate and asset protection. Dive into this rich discussion and if you're keen on furthering your strategy, reach out for a free consultation to fortify your business against the unexpected.
Unlock the secrets of effective estate planning at the critical crossroads of adoption and elder law. Join us as we engage with Jane Dearwester from our Hendersonville office to unravel the complexities that could impact your family's future. Discover why legal adoption is crucial for ensuring adopted children are acknowledged as rightful heirs and navigate the challenging terrain of establishing paternity in North Carolina, especially for children born outside of marriage. We also dive into the specific needs of LGBTQ families, emphasizing the protective power of adoption decrees for non-biological parents.
Whether you're part of a traditional family setup or have a diverse family structure, this episode is a must-listen for anyone wanting to secure their legacy and provide peace of mind for their loved ones. Learn practical steps to include all intended beneficiaries in your estate plan and avoid potential legal hurdles. Don't leave your family's future to chance—reach out for a consultation by calling 888-999-6600 or visiting mcelderlaw.com/scheduling. Equip yourself with the knowledge to make informed decisions and ensure your estate planning aligns with your wishes.
Can you afford to let the state decide who gets your assets? Discover the often-overlooked complexities of probating without a will in our latest episode of the Elder Law Report. Esteemed attorneys Samantha Gordon and Jane Dearwester unravel the intricate world of probate and estate planning, broadcasting directly from our Charlotte and Hendersonville offices. Learn why having an estate plan is not just a recommendation but a necessity, particularly for those with minor beneficiaries or multiple properties. Understand how intestate succession, where the law decides your estate's fate, can lead to unexpected and sometimes unfavorable outcomes, leaving your loved ones tangled in a lengthy and costly court process.
Join us as we dispel common misconceptions about inheritance, particularly the false belief that a surviving spouse automatically receives everything. Jane shares her insights on the harsh realities faced by many who've fallen into this trap, explaining the emotional and financial burdens that probate can place on those already grieving. Discover the surprising list of potential beneficiaries, including distant relatives, and the importance of appointing a competent administrator for your estate. This insightful discussion not only highlights the pitfalls of not having a will but also emphasizes the peace of mind that comes with proactive estate planning. Don't miss this critical conversation that could save your loved ones from future turmoil.
Newly minted attorney Jordan McIntyre takes us on a whirlwind journey through his first two weeks in the legal world, sharing both the exhilaration and the hurdles of transitioning from law school to practice. With lawsuits to draft and the pressure of meeting billable hours, Jordan opens up about the steep learning curve of being a young lawyer. Hear firsthand about the memorable experience of handling his first court case and how shadowing seasoned attorneys provides invaluable insights. His father, Greg McIntyre, also plays a pivotal role, offering guidance as they navigate the unique dynamics of working together in the same firm.
Greg and Jordan share a candid conversation about balancing family ties with professional growth, where fatherly advice meets legal mentorship. They explore the importance of preparation, staying organized, and learning from every new experience in a field that's as challenging as it is rewarding. Despite an unexpected hospital visit, Jordan's resilience shines through as he maintains his professional commitments, underscoring his dedication to his new career. This compelling episode is filled with advice for aspiring attorneys and showcases the encouragement shared between a father and son charting their path in the legal world.
Unlock the secrets of navigating North Carolina's spousal allowance with me, attorney Samantha Gordon from McIntyre Elder Law. Have you ever wondered how you can avoid the tangled web of probate to ensure a smoother transfer of assets after a spouse's passing? This episode of the Elder Law Report offers invaluable insights into how the spousal allowance enables surviving spouses to inherit up to $60,000 in tangible personal property without the need for probate. From cars and furniture to precious artwork, we discuss how these assets can be efficiently transferred, sparing you from the cumbersome legal proceedings and creditor claims.
In a landscape where timely and efficient asset transfer is crucial, understanding the intricacies of a spousal allowance becomes paramount. Join us as we explore potential scenarios, offering practical advice and underscoring the importance of planning ahead to protect your loved ones. We also address how a free consultation can pave the way for avoiding probate, ensuring your peace of mind during a challenging time. Prepare to equip yourself with knowledge that could make all the difference in safeguarding your assets and securing a smoother transition for your family.
Unlock the secrets to a fair and just probate process with insights from Greg McIntyre of McIntyre Elder Law. When it comes to heir representation, understanding the dynamics and potential pitfalls is crucial. Greg dives into the nitty-gritty of probate litigation, exploring the executor's role and the challenges heirs might encounter. From muddled will interpretations to biased executors, he underscores the necessity of clear communication and precise will drafting to avert disputes. This episode promises to equip you with the knowledge to navigate probate intricacies and secure your rightful inheritance.
Greg, a seasoned estate planning and elder law attorney, emphasizes the importance of legal representation for heirs. He shares how expert guidance can help ensure assets are distributed as intended and heirs are treated equitably. The discussion offers valuable tips for those facing the complexities of probate court, highlighting the expertise available at McIntyre Elder Law. With a mission to protect assets and legacies, Greg and his team offer support to clients needing heir representation, ensuring peace of mind in a challenging process. Don't miss this engaging conversation that could be essential for anyone involved in estate planning or facing probate challenges.
Curious about the future of estate planning? Join us as Greg McIntyre and Jane Dearwester from McIntyre Elder Law guide us through the monumental shift from traditional paper documents to secure electronic documents. Discover how their innovative e-docs access system ensures the validity and security of crucial documents like wills and powers of attorney. From the nostalgic charm of handwritten letters to the modern efficiency of e-signature services like DocuSign and Dotloop, learn how technology is revolutionizing the legal landscape, enhancing the interaction between legal professionals and clients.
In another compelling segment, we discuss the practical advantages of organizing estate planning documents in a meticulously structured binder. We'll delve into the benefits of having clear instructions, a comprehensive list of assets, and securely stored passwords. The episode also introduces the eDocs access system, providing bank-level encrypted security for digital estate documents, enabling secure sharing amongst family members and trusted parties. Whether you prefer digital convenience or physical storage, the flexibility and security offered by eDocs ensure your critical documents are accessible whenever and wherever needed, especially in emergencies or while traveling.
What if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor financial decisions, potentially turning a well-meaning gift into a detrimental burden.
Tune in to explore smarter strategies for securing your child's or grandchild's future. We dive deep into the benefits of trusts, where discretionary language can control how and when funds are distributed. Learn how structuring these distributions over time can support educational goals and major life milestones without overwhelming young beneficiaries. This episode is packed with actionable insights to ensure your legacy contributes to a prosperous future for your loved ones. Don't miss this critical conversation!
How prepared are you for the unexpected challenges that Alzheimer's disease can bring? Join us on this special episode as we shine a light on World Alzheimer's Awareness Day and tackle the profound impact this devastating illness has on individuals, families, and caregivers. We guarantee you'll walk away with a deeper understanding of the critical importance of estate planning and the foundational documents you need, such as a general durable power of attorney and healthcare power of attorney.
At McIntyre Elder Law, we take pride in guiding families through the complexities of planning for the future. Listen in as we share valuable insights and practical advice on securing your financial, legal, and healthcare decisions during these difficult times. Discover how you can take advantage of a free consultation by calling 1-888-999-6600 or scheduling online at mcelderlaw.com. Don't miss this vital conversation about safeguarding your family's well-being and ensuring peace of mind for your loved ones.
Avoid the probate nightmare and protect your assets! Discover how you can shield your heirs from the costly and time-consuming probate process in this riveting episode of the Elder Law Report. Attorneys Brendan Begley and Jordan Bentley reveal why probate can be a breeding ground for creditor claims and disputes, dragging out asset distribution for years. Learn how to anticipate and mitigate will challenges, ensuring a smoother transition for your loved ones.
We break down effective strategies to bypass probate, from property ownership nuances to alternative asset management methods. Whether it's naming beneficiaries, employing ladybird deeds, or setting up trusts, we cover all the bases to help you maintain control over your assets. Understand the implications of life events like divorce or bankruptcy on property recipients and how Medicaid look-back periods can affect long-term care benefits. Equip yourself with the knowledge to make informed decisions and preserve your legacy. For personalized advice, visit mcelderlaw.com for a free consultation with our experienced attorneys.
Can proper estate planning really save your home from financial ruin? Join us in this eye-opening episode as we sit down with the remarkable realtor Alisha Askew to explore the often-overlooked connection between real estate and estate planning. Through her invaluable insights, Alisha demystifies common misconceptions about the current real estate market, notably clarifying the misunderstood interest rates and the critical importance of being well-informed. She passionately underscores how homeownership isn't just a financial milestone but a legacy-building investment for your family.
Listen closely as Alisha shares compelling real-life stories that highlight the dire consequences of inadequate estate planning. From a client losing his home over a mere $10,000 in unpaid property taxes to another who couldn't adapt to unexpected life changes, Alisha's experiences reveal the essential need for proper documentation and planning. Learn how her collaboration with McIntyre Elder Law provides clients with the professional guidance they need to navigate these complex issues. Don't miss this crucial conversation if you're looking to secure your financial future through intelligent estate planning and real estate investments.
Navigating probate without a will can be a legal nightmare. What if you discovered that your surviving spouse might not inherit everything? Join us on the Elder Law Report with McIntyre Elder Law as attorneys Samantha Gordon and Jane Dearwester uncover the harsh realities of intestate succession. You'll learn how this complex legal framework can impact your family, especially if you have minor children, multiple properties, or assets requiring streamlined distribution. Jane explains the legislative intricacies in Raleigh that can lead to unexpected complications for surviving spouses and family members.
During this episode, we break down the misconceptions around intestate succession and the extensive legal hurdles it creates. Samantha and Jane discuss the emotional and financial toll on families who must endure this lengthy, expensive process while already dealing with the loss of a loved one. We highlight why it's crucial to have a well-thought-out estate plan and avoid probate whenever possible. Gain invaluable insights to ensure your loved ones are protected and your assets are distributed according to your wishes. Don't miss this essential guide to safeguarding your family's future.
Can Medicaid really take back the assets you thought were protected after a loved one passes away? Discover the crucial answers in our latest episode featuring Attorney Brenton Begley and associate Samantha Gordon of McIntyre Elder Law. We explore the intricacies of Medicaid asset recovery, focusing on how Medicaid can place a lien on a probate estate to recover costs. Learn about the Community Spouse Resource Allowance and how it plays a role in asset protection, and understand the steps you need to take to safeguard your inheritance from Medicaid claws.
Our discussion delves into the probate process in North Carolina, highlighting how creditors, including Medicaid, can seize assets from an estate. Samantha explains the legal mechanisms behind this, shedding light on how real estate and other probate assets can be affected. But it’s not all bad news; Brenton and Samantha share proactive estate planning strategies that can help your family protect its financial future. Tune in for indispensable advice that could save your loved ones' inheritance and ensure that your hard-earned assets go where you intend.
Can sudden illness or injury devastate your financial stability? Discover essential strategies to protect your hard-earned assets from the exorbitant costs of long-term care in our deep dive into Medicaid crisis planning. We break down the myths surrounding Medicaid asset limits and discuss how legal guidance can ensure your wealth, including real estate and investments, remains safe. Learn how to strategically plan to qualify for Medicaid benefits while securing financial stability for yourself and your spouse during tough times.
In our exploration of tax and long-term care planning, we highlight the importance of preemptive measures to safeguard your wealth. Understand the benefits of retroactive tax planning and how you can potentially reclaim some of the taxes you've paid over the years. This episode isn't just about preserving your assets; it's about ensuring a secure future for your loved ones. Tune in for invaluable insights and guidance on estate planning focused on taxation and long-term care, complete with free consultations to help you navigate these complex issues. Join us and arm yourself with the knowledge to face these challenges head-on.
Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such as marriages, divorces, births, property transactions, and changes in health. Get ready to learn how an annual review can ensure your estate plan remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.
Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
How can you ensure that your child or grandchild with special needs remains financially secure without disrupting their SSI and Medicaid benefits? Discover the intricacies of inheritance planning for heirs with disabilities in our latest Elder Law Report. We promise you'll walk away with actionable strategies, including the creation of special needs trusts during your lifetime, the setup of supplemental needs trusts within wills, and the incorporation of sub-trusts in existing trusts. These tools are crucial for maintaining the financial stability and care of your loved ones with special needs.
This episode offers a comprehensive guide to protect your special needs family members’ future, highlighted by real-life examples from families we work with. Understand why a special needs trust is a game-changer, how a testamentary trust can effectively manage inheritance, and the practicality of sub-trusts. Our detailed breakdown of each strategy will arm you with the knowledge to make confident, informed decisions about your estate planning. Tune in and gain peace of mind knowing your loved ones will be well cared for, without compromising essential benefits.
Ever wondered how to secure your family business for future generations while avoiding headaches like lengthy probate processes? Join us for an enlightening conversation with Britton Begley, where we reveal essential strategies to ensure a smooth transition of business ownership across generations. You’ll learn how to harness the power of LLCs and trusts to protect your assets and maintain control over business operations and income distribution. We share practical examples, like the innovative "Russian nesting doll strategy," to help you effectively organize and safeguard your business interests, even in long-term care scenarios.
In this episode, we also delve into the intricacies of business succession planning. Discover how trusts can provide financial security for children who may not wish to run the business or have special needs, ensuring they receive income streams without losing government benefits. Learn about appointing trustees, selling the business for liquid assets, and using incentives to encourage family participation in your legacy. Plus, we highlight the vital role of operating agreements and insurance policies in securing the financial future of partners and their families. Whether you're focused on protecting your business during your lifetime or ensuring a lasting legacy, this episode offers a wealth of valuable insights and strategies.
Unlock the secrets to safeguarding your legacy and ensuring your peace of mind with our special guest, attorney Greg McIntyre, founder of McIntyre Elder Law. Ever wondered how to protect your assets and secure long-term care without the stress of last-minute rushes? Greg lays out the cornerstones of estate planning, from the indispensable general durable power of attorney to the crucial healthcare power of attorney, living will, and last will and testament. By tuning in, you'll gain invaluable insights into why planning ahead is not just beneficial but essential for your financial and personal well-being.
Greg dives into real-life scenarios and expert advice, showing how these foundational documents can help you avoid guardianships and court oversight, manage healthcare decisions, and more. Imagine having the peace of mind knowing that your affairs are in trustworthy hands even if you become incapacitated. This episode serves as your comprehensive guide to navigating the often overwhelming world of estate planning. Don't miss out on the chance to learn from one of the leading voices in elder law and take control of your future today.
Can DIY estate planning really safeguard your legacy? Tune in as Jane Deerwester and I, Jordan Bentley, tackle this critical question on the Elder Law Report. In our latest episode, we promise to equip you with the knowledge to avoid the common pitfalls of DIY estate planning. Comparing the process to the complexities of DIY home improvement, we underscore the value of seasoned estate planning attorneys who can navigate the intricate legal landscape for you. Through our shared personal experiences, we illustrate how professional guidance can ensure your documents are both comprehensive and legally sound.
Discover the hidden risks of using DIY services like Google or LegalZoom, which could lead to costly litigation or unintended outcomes. We'll explore the vital role of professional estate planning to avoid the chaos and confusion that can arise from improper planning. Jane and I will walk you through the necessity of a personalized and professionally crafted estate plan that adapts to life's changes, such as births, deaths, or marriages. Whether you're starting from scratch or need a review, our team at McIntyre Elder Law is ready to provide expert assistance. Listen in to understand why entrusting your estate planning to professionals isn't just wise—it's essential.
Ever wondered what to do with outdated estate planning documents that might cause confusion in the future? Join us on the Elder Law Report as attorney Samantha Gordon and special guest attorney Jordan Bentley tackle this crucial issue head-on. You'll walk away with expert advice on how to properly dispose of old wills and powers of attorney, ensuring that only your current wishes are honored. Whether you've relocated, seen significant life changes, or are simply updating your estate plan, this episode has the actionable insights you need to keep your affairs in order.
We take a comprehensive look at the importance of revoking recorded powers of attorney and distributing the most up-to-date documents to your family and executors. Plus, we discuss the benefits and management of electronic document storage. From dramatic bonfires to secure bank-level vault portals, Samantha and Jordan cover all the best practices for handling old and new estate planning documents. Don’t miss this essential guide to avoiding potential legal complications and navigating the evolving landscape of estate planning with confidence.
Think a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down the often misunderstood realities of probate and asset transition. They delve into why relying solely on a will can lead to delays, complications, and even family disputes. Learn why a comprehensive approach that includes trusts and other planning tools is crucial for a smooth and efficient transfer of your assets.
Curious about trusts but think they're overly complicated? Greg and Jordan debunk that myth, explaining the simplicity and benefits of convertible trusts. These unique trusts can begin as revocable, allowing you to maintain control over your assets, and convert to irrevocable for additional protection when needed. They discuss how trusts can streamline estate management, prevent family conflicts, and ensure your wishes are carried out without the need for probate. Finally, they highlight the essential differences in inheritance rights between spouses and partners, stressing the importance of explicit beneficiary designations. For personalized advice, McIntyre Elder Law offers a free consultation to help you navigate the complexities of estate planning effectively.
Ever wonder how you can protect your elderly loved ones from the ever-growing threat of financial scams? Join us on the Elder Law Report as Brenton Begley and Samantha Gordon pull back the curtain on these pressing issues, revealing actionable strategies to safeguard seniors' finances. This episode promises to arm you with knowledge on the essential tool of a general durable power of attorney, empowering a trusted individual to manage finances and, more importantly, act as a protective barrier against potential scams. We'll also shed light on selecting the right agent and the dual role they play in both safeguarding and actively intervening when necessary.
We'll also dive into the dark world of common scams that specifically target seniors, including those on social media and through unscrupulous financial exploitation. Practical advice on monitoring and protecting your loved ones is just the beginning. This episode also covers broader aspects of estate planning and elder law, ensuring every listener leaves with a solid understanding of how to respect and protect the wishes of the elderly. For those looking for more personalized guidance, we provide details on how to schedule a free consultation through our website, mcelderlaw.com. Don't miss this vital conversation aimed at securing the financial well-being of our cherished seniors.
What steps can you take today to protect yourself and your family from the devastating effects of Alzheimer's and dementia? Join estate planning and elder law attorneys Greg McIntyre and Britton Begley as they tackle the rise of these conditions and offer actionable legal strategies to safeguard your future. With a focus on the importance of proactive planning, Greg and Britton emphasize the necessity of having a general durable power of attorney to prevent undue influence and exploitation. By appointing a trusted person to manage your affairs, you can ensure that your assets are protected, and your desires are respected even if you lose decision-making capacity.
This episode dives into the critical role of a well-crafted estate plan in managing Alzheimer's care. Greg and Britton explore how trusts can be valuable tools for shielding assets from probate, Medicaid estate recovery, and creditors. They also share methods to protect your spouse and ensure long-term care needs are met without draining family resources. Highlighting the importance of nominating a preferred guardian in legal documents, they offer insights on how to avoid unwanted court-appointed guardianships. Whether you're planning for yourself or assisting a loved one, Greg and Britton provide essential advice for maintaining control over your assets and qualifying for benefits to cover long-term care. Tune in for this invaluable discussion on legal prevention and elder care planning.
Celebrate Pride Month with us on the Elder Law Report as we promise to equip you with vital estate planning insights tailored for LGBTQ+ individuals and families. Joined by attorneys Samantha Gordon and Jane Dearwester, along with our Marketing Director and Diversity Officer, Morgan Woody, we tackle the unique challenges of non-traditional family structures. Discover the importance of selecting the right agents, incorporating chosen family, and potentially distancing from unsupportive relatives. Hear Morgan's compelling story about starting her estate plan at just 24, overcoming hurdles like disinheritance, and ensuring her partner is recognized as a beneficiary. This episode is packed with essential information, from understanding intestate succession to the crucial role of agents in healthcare decisions, especially for trans individuals.
Our discussion doesn't stop at legal intricacies. We highlight the critical need for community outreach and support for LGBTQ+ individuals, emphasizing a safe and welcoming environment at McIntyre Elder Law. Whether you're in Uptown Charlotte, Hendersonville, or Shelby, North Carolina, take advantage of our offer for a free consultation. Reach out to us to ensure your estate plan truly reflects your wishes and supports your chosen family. Don't miss this insightful episode aimed at empowering you with the knowledge to navigate complex estate planning issues with confidence and care.
Are you prepared to ensure your family's financial future, no matter what the structure? Join us in a vital conversation with Jane Dearwester from McIntyre Elder Law, where we challenge the myth that estate planning is only for the wealthy or traditionally structured families. Jane underscores the universal necessity of comprehensive planning tools—like powers of attorney, wills, and trusts—to manage your assets and healthcare decisions effectively, safeguarding your loved ones from unexpected financial burdens.
Discover the critical importance of having a general durable power of attorney and healthcare power of attorney before incapacity strikes. Jane shares real-life stories that highlight the risks of not having these documents in place, such as the misconception that a spouse can automatically make decisions in North Carolina. We explore innovative solutions like the e-docs portal, which provides instant, secure access to your essential documents, and emphasize the significance of a living will and last will and testament to guide your family through the probate process and ensure your end-of-life wishes are honored.
Lastly, we delve into the complexities of Medicaid crisis planning and asset protection. Jane dispels the common misconception that you need to spend down all your assets to qualify for Medicaid benefits. Learn how proactive long-term care planning can protect your hard-earned assets and provide peace of mind for your future. With Jane's extensive experience and insights, this episode equips you with the knowledge to make informed decisions about your estate planning, helping you secure your future and protect your loved ones. Don't miss out on this essential discussion!
Ever wondered who should manage your estate when you're no longer able to? Join us, Jane Dearwester and Jordan Bentley from McIntyre Elder Law, as we demystify the process of selecting trustworthy agents, executors, and trustees for your estate plan. We tackle the questions we frequently encounter in our consultations and seminars, providing you with essential guidelines to make informed decisions. From the importance of trust and reliability to the necessity of open communication, we cover it all with real-life examples and practical advice.
We emphasize the crucial conversations you need to have with your potential agents to ensure they are willing and prepared to take on these responsibilities. Neglecting these discussions can lead to unforeseen complications, such as guardianship proceedings where you lose control over who handles your estate. Tune in for our valuable tips on matching roles to the skills of your family members, and learn how to avoid common pitfalls. Don't miss this chance to secure peace of mind for your future.
Are you prepared for life's curveballs? That's exactly what we, attorneys Samantha Gordon and Jordan Bentley from McIntyre Elder Law, explore in an episode that promises to arm you with the knowledge to safeguard your decision-making powers during unforeseen circumstances. We delve into the importance of having powers of attorney in place as you or your loved ones approach significant life transitions, such as leaving for college or tying the knot. With our legal expertise, you'll learn how to preemptively secure your interests and ensure your voice is heard, even if you can't speak for yourself.
Our conversation takes a deep dive into the often-misunderstood realm of legal rights within familial and marital relationships. Whether it's a parent’s role in the life of their newly-minted adult child or the assumption that spouses automatically have decision-making power over each other’s affairs, we debunk common myths and provide actionable insights. By tuning in, you'll find out how to smoothly navigate the legal landscape of powers of attorney, so your assets and well-being remain in trusted hands, no matter the distance or circumstance. Join us on the Elder Law Report for a discussion that could be a game-changer for you and your family.
Are you prepared to protect your business's future no matter what life throws your way? Let Brenton Begley and Jane Dearwester guide you through the essentials of succession planning with wisdom and clarity. Together, we unlock the strategies to ensure your business thrives, addressing the need for robust corporate documents and the lifesaver that a durable power of attorney can be. Discover how to select an agent who can navigate your business with precision in your absence and understand the dire consequences of non-compliance with FINCEN's new requirements. This episode isn't just about planning; it's about fortifying your legacy against the unexpected.
Navigating the pitfalls of probate without a plan can be a business owner's worst nightmare. Don't let that be you. We dissect the advantages of early succession planning, from establishing an LLC to the wisdom of placing your business in a trust. Learn why meticulous documentation and adherence to corporate formalities aren't just good practice—they're your shield against personal liability and the disintegration of your life's work. Jane and I don't just scratch the surface; we provide a blueprint for safeguarding your business and its stakeholders, preparing you for a future where your vision continues to prosper, come what may.
Ever wondered how to navigate the often-overlooked complexities of mental health in estate planning? Well, worry no more. Your hosts, Greg McIntyre and co-host Attorney Samantha Gordon ("Sam"), delve into the heart of this matter, breaking down the crucial differences between healthcare powers of attorney and mental healthcare directives. You'll come away with a profound understanding of how to ensure your estate plan meticulously covers both physical and mental health components, and how this can be shaped to reflect your personal health care preferences, be they holistic or conventional. Especially poignant for those with aging relatives or loved ones with special needs, this episode sheds light on the delicate balance between providing financial support and preserving eligibility for government benefits through the strategic use of special or supplemental needs trusts.
In our discussion, we underscore the significance of astute estate planning in protecting not just your future but that of your children and grandchildren from the snarls of guardianship and probate. If you're seeking guidance on crafting an estate plan that stands as a bulwark for mental health care, our episode extends beyond mere legal advice. We offer a compassionate invitation for a free consultation to tailor your estate planning to your unique circumstances, ensuring that you and your family can face the future with confidence and tranquility. Join us, and equip yourself with the knowledge and resources to craft an estate plan that truly caters to the full spectrum of healthcare needs.
Could your home be vulnerable to Medicaid recovery after you're gone? Join me, Greg McIntyre of McIntyre Elder Law, as I reveal the crucial measures necessary to shield your most valuable asset from being claimed to repay Medicaid expenses. In this eye-opening episode, we dissect the complexities of Medicaid estate recovery and highlight strategies like the Lady Bird Deed—an ingenious solution available in North Carolina that allows homeowners to retain control of their property while securing its direct transfer to heirs, bypassing Medicaid's grasp entirely. Prepare to be enlightened on how to navigate the treacherous waters of asset protection during life's later stages, and the pitfalls to avoid during the critical five-year look-back period.
Embarking on this journey, we unravel the often-misunderstood realm of Medicaid eligibility and the dire consequences of improper estate transfers. With the right legal guidance, you can confidently plan for the future, ensuring that your home remains a legacy for your loved ones rather than a reimbursement for long-term care costs. Throughout the episode, we delve into the nuanced approaches of trust planning and other deed options that fortify your estate against claims, while maintaining your qualification for vital Medicaid benefits. Tune in for an empowering session on safeguarding your hard-earned assets, complemented by an open invitation to connect for a personalized discussion on securing your retirement sanctuary.
Unlock the synergy of diverse legal expertise as attorneys Jordan Bentley and Jane Dearwester join our McIntyre Elder Law team, bringing a unique blend of knowledge to the table. Prepare to be enlightened by Jordan's family law finesse and Jane's real estate acumen, as they reveal how these skills fortify our elder law services. In this episode, you'll discover just how our newest additions leverage their litigation experience to navigate the nuanced landscape of estate planning, asset protection, and property deeds with a deft hand.
Engage with a conversation that's as educational as it is riveting; Jane, heading our litigation division, demystifies the complex interplay between real estate law and elder care, while Jordan sheds light on the surprising ways family law informs estate matters. Together, they examine real-world scenarios—from will contests to marital interests in asset transfer—providing a panoramic view of the challenges our clients face and the innovative strategies we employ. This episode is not just a meet-and-greet; it's an invitation to peer behind the curtain of McIntyre Elder Law's expanding litigation capabilities and a testament to the power of collective experience in serving our clients' best interests.
Ever found yourself pondering the fairness of a will? Wonder no more, as Jane Dearwester, a fierce litigation attorney, joins me, Greg McIntyre, to unravel the complexities of elective share in estate planning. Imagine the shock of being left out of your spouse's will, or receiving a mere dollar—this discussion is all about how NC General Statute 30-3.1 swings open the doors for a surviving spouse to claim a piece of the pie, regardless of what the will says. We're peeling back the layers on an often misunderstood part of estate law, discussing how the length of a marriage can influence the cut you're entitled to, with a full half up for grabs for those in it for the long haul. And for a little extra spice, we're distinguishing the elective share from something called the spousal allowance—because who wouldn't want the first dibs on $60,000 of personal property?
Pull up a chair and join the conversation that's part heart, part humor, and entirely essential for safeguarding your tomorrow. Jane's anecdotes and my own take on the emotional rollercoaster of estate planning will not only enlighten but also entertain. It's a candid look at why a well-thought-out estate plan isn't just about the end—it's about fairness and protection when life throws its curveballs. So, for those curious about their rights, or eager to secure their legacy with a sprinkle of levity, this is the episode you won't want to miss. Grab a notepad, and let's ensure your estate planning is as airtight as the stories we share.
Navigating the treacherous waters of property transfer and long-term care planning can be daunting, but fear not—Jordan Bentley and I, Brenton Begley, are here to steer you clear of the pitfalls. Prepare to uncover the truth behind the common belief that simply gifting your family home to your children is the best legacy move. Throughout our discussion, we reveal how such a straightforward gesture can actually strip you of control and expose your cherished home to your child's unforeseen life events, such as divorce or financial strife. Moreover, we delve into the lesser-known consequences that could affect your eligibility for Medicaid and VA benefits, and offer potent alternatives like life estate deeds and ladybird deeds that keep you firmly in the driver's seat of your estate.
This episode also shatters the illusions of invulnerability that many have when it comes to probate and creditor claims. With insights from real-world scenarios, we illuminate the irrevocable nature of certain property transfers and how they can become ensnared in the complexities of marriage and end-of-life debt. I highlight the Lady Bird deed—a savvy tool unique to North Carolina residents—that promises control over your property until your final days, without the dread of probate lurking in the shadows. For those who want to keep their assets within reach and out of the court's hands, we talk about the strategic use of trusts, keeping your legacy intact for generations to come. Join us as we equip you with the knowledge to fortify your future, and remember, if you need guidance on these critical matters, we're just a call or click away.
Unlock the secrets to securing your financial future even when long-term care is on the horizon. In our latest chat, I, Greg McIntyre, join forces with the astute attorney Samantha Gordon from our Charlotte office to navigate the confusing waters of Medicaid Asset Protection Trusts and Medicaid Crisis Planning. We peel back the layers of these complex legal strategies, revealing how you can shield your assets and ensure your loved ones receive the care they need without draining your bank account. Samantha brings a wealth of knowledge, making this conversation a treasure trove of insights for anyone facing the intimidating prospect of long-term care.
This episode is not just a talk; it's a deep dive into actionable solutions, tailored for those who haven't had the foresight to plan ahead as well as for planners who want to stay one step ahead of the game. We explore the nuances of repositioning assets to meet Medicaid eligibility requirements with the urgency that crisis demands. Our benefits department's expertise in crafting Medicaid-compliant strategies comes to light, offering a beacon of hope in what can often be a stressful time for families. From understanding the intricacies of ladybird deeds to utilizing annuities and real property investments, we leave no stone unturned. Join us as we provide a guide through the labyrinth of Medicaid and asset protection, arming you with the knowledge to make empowered decisions for your future.
Embark on a journey to secure your future as my colleague, Samantha Gordon, and I dissect the often-overlooked perils of guardianship and champion the empowering capabilities of powers of attorney. With Samantha's deep well of experience in guardianship cases, we peel back the layers of court interventions that could entangle your personal and financial autonomy. Discover how to steer clear of the possibility of an imposed guardian and the intricate web of restrictions that come with court supervision. This episode is an essential masterclass for those who prioritize maintaining control over their life decisions, even in the face of incapacity.
Navigating the unpredictable tides of life requires a trusted helmsman, and we emphasize the vital role that powers of attorney play in ensuring your vessel remains on course. Samantha and I illuminate the flexible nature of these legal instruments, crafting a compelling case for their use in safeguarding your future, particularly within the context of elder law. We cater solutions to real-world scenarios, providing you with the strategic foresight needed to protect your autonomy with confidence. For anyone seeking to minimize legal entanglements and secure a trustworthy advocate for their personal affairs, this conversation is your guiding beacon.
Discover the strategies to protect your family's future and maintain harmony through expert estate planning with me, Greg McIntyre, and my esteemed colleague, Jordan Bentley. Together, we navigate the complexities of securing your legacy and resolving familial disputes with finesse. Our engaging conversation brings Jordan's extensive family law expertise to the forefront, sharing invaluable insights for anyone looking to safeguard their assets from potential marital splits and ensuring their wishes are honored.
In a world where money can stir up unexpected conflicts, we lay out an "instruction manual" for heirs, guiding asset distribution and fostering responsible stewardship. From crafting legally sound estate plans to tackling trust disputes and will caveats, we cover all bases. As litigation specialists, we're well-versed in confronting issues like insurance beneficiary fraud with determination. Tune in to equip yourself with the knowledge to not only preserve your estate but also fortify the bonds that matter most. Join us for enlightening perspectives on how to keep peace within your family, both in life and beyond.
Embark on a journey through the nuances of estate planning, especially tailored for women, with your hosts Samantha Gordon and Jane Dearwester from McIntyre Elder Law. This month, as we honor the achievements and strides made by women throughout history, we delve into the critical importance of taking control of one's financial and healthcare decisions. Our conversation cuts through the complexity of powers of attorney and underscores the essential nature of estate planning for individuals at every stage of life, from the young adult just starting out to those in the prime of their duty as caretakers for both children and parents. We share empowering stories and insights on why securing your family's future is an act of self-care, and how women can support each other in these efforts, further solidifying our roles as financial stewards.
We understand that initiating a dialogue around aging and future planning can be daunting, which is why we tackle the tough conversations head-on. In our episode, we explore the sometimes-overwhelming responsibilities that fall upon the 'sandwich generation,' amplifying the urgency to act sooner rather than later. From the care of beloved pets to the intricacies of life insurance and the navigation of business succession, we encompass all facets of estate planning. Furthermore, we signal upcoming events and resources specifically designed to address women's estate planning needs. This is more than just a call to action; it's an invitation to safeguard your legacy and an affirmation of the vital role women play in family affairs and beyond.
Have you ever considered how life's pivotal moments could alter your carefully laid plans? Join me, Greg McIntyre, and the astute attorney Samantha Gordon as we navigate the complexities of updating your estate plan following life's inevitable changes, such as births, deaths, and divorces. Together, we dissect how each of these events can significantly reshape your intentions for your legacy, stressing the critical nature of ensuring your documents reflect your current circumstances.
In this thought-provoking conversation, we delve into the roles of executors and trustees, scrutinize the nuances of per stirpes versus per capita asset distribution, and underscore the importance of guardianship provisions for minor children. Samantha provides invaluable insights into the intricacies of beneficiary designations post-divorce, and we both emphasize the unpredictability of life's journey as a compelling reason to periodically review your legal affairs. If you're seeking clarity on maintaining an estate plan that aligns with your evolving life story, this dialogue offers the crucial guidance you need.
Unlock the secrets to safeguarding your financial future with the expert guidance of Greg McIntyre from McIntyre Elder Law. This episode is a deep dive into the world of revocable and irrevocable trusts, where Greg, with the help of his trusty coffee cup analogy, explains how a revocable living trust offers you control and flexibility over your assets. Whether you're looking to understand the ease of asset management or the nuances of trust succession, this discussion leaves no stone unturned. But it's not all about control; we also unveil the limitations when it comes to asset protection, especially in the realm of long-term care benefit planning.
The conversation takes a compelling turn as Greg's son, Tucker, steps in to role-play as a trustee, bringing the theoretical to life. They explore the sturdier, more impenetrable structure of an irrevocable trust, particularly the Medicaid Asset Protection Trust. Discover how this type of trust can protect your estate from long-term care costs without causing you headaches come tax time. By the end of our chat, you'll have a clear understanding of how these powerful legal instruments can be tailored to secure your legacy and ensure your loved ones are taken care of. Don't miss this episode packed with strategic insights for anyone interested in asset protection and estate planning.
From the sunny shores of Punta Gorda, Florida, we're thrilled to announce the newest attorney to join the McIntyre Elder Law team, Attorney Jordan Bentley.
This episode, Attorney Samantha Gordan sits down with Jordan to share his heartfelt journey and professional evolution. Jordan opens up about navigating family law with compassion and how he seamlessly ties his experience into his new role in estate planning and elder law. His story is not just about legal strategies; it's a story of dedication, human connection, and the shared mission that aligns him with the values of McIntyre Elder Law. Join us for an insightful discussion that promises to leave you inspired and informed about the profound impact of thoughtful legal preparation.
Join me, Greg McIntyre, attorney Samantha Gordon, and her new puppy Winchester, as we tackle the heartwarming task of setting up a Pet Trust. It's more than just a legal safeguard—it's a pledge to ensure your pet thrives even in your absence. Together, we unravel the process of appointing a caregiver, earmarking funds, and detailing care instructions, so your pets maintain the lifestyle they adore. This is your chance to discover how to make your pet's well-being an intrinsic part of your estate plan, with wisdom sprinkled in from our own beloved pets and professional insights.
Ever wonder if pets know they're a fundamental part of the family? Samantha, a devoted pet parent, blends her personal experiences with expert knowledge to emphasize just how vital these companions are to our lives. As elder law attorneys, we're passionate about integrating your furry family members' needs seamlessly into your estate plans. And there's a bonus: meet Winchester, the four-legged legal helper! You'll leave this episode not only with your heart warmed but also equipped with practical steps to secure your pet's future. Discover how easy it is to reach out for a free Pet Trust consultation, because as every pet-lover knows, it's never too early to plan for your pet's lifelong happiness.
Discover how to navigate the tricky waters of updating your estate planning documents when life takes you across state lines. Join me, Greg McIntyre, and the astute Attorney Jane Dearwester, as we dissect the complexities that come with interstate moves and the impact on your estate plans. We strip down the legal jargon to offer you a clear understanding of how varying state laws can affect trusts, real estate, and the essential documents that safeguard your legacy. Whether you're facing the practical challenges of dealing with local institutions or the daunting potential legal battles, this episode is your compass to ensure that your estate is managed without a hitch in your new home state.
Wrapping up the episode, feel the anticipation bubble as we share our excitement for tomorrow's engagement in Hendersonville. Reminiscent of old friends catching up, we bid our listeners adieu with a heartfelt thanks and an invitation to join us in the continuation of building strong professional relationships. It's not just about the paperwork; it's about the people we serve and the bonds we forge. So, tune in, and let's embark on this journey together, ensuring that your estate planning is as robust and resilient as the relationships we cherish.
Ever find yourself tangled in the web of property ownership disputes? Greg McIntyre of McIntyre Elderdoll is our guiding light in the murky waters of quiet title actions. This episode is an eye-opener into the world of real estate law, where Greg unravels the complexities of 'cloud on title' issues, and uncovers the reasons why someone might need a court's help to affirm their property rights. It's a treasure trove of knowledge for property owners, potential buyers, or anyone with a zest for understanding the legal details of property disputes.
Listen closely as Greg illustrates common problems leading to quiet title actions, including deeds signed under duress or with questionable legality. We're talking real-life scenarios that could happen to anyone—a mix-up in property descriptions or a deed signed without the proper mental capacity. This conversation is not just about the dry aspects of law; it's about protecting what's yours and ensuring that your property rights are crystal clear. Whether you're knee-deep in a property quagmire or just want to ward off future disputes, this episode is a must. Join us for a session that promises to clarify the often-overlooked but critical part of owning real estate: the title.
When the validity of a will comes into question, emotions and stakes run high - it's a scenario that could affect any one of us. Our premiere litigation series episode unpacks the concept of will caveats, diving into the roles of the 'caveator', who raises the challenge, and the 'propounder', who must defend the will's honor. We navigate the murky waters of undue influence and capacity issues that often trigger these disputes, providing you with the insight needed to understand what's at stake when a family legacy is on the line.
As we traverse real-life anecdotes and the potential outcomes of caveat actions, our discussion illuminates the complexities families face when a will is contested. Whether it leads to a previous will taking precedence or an entirely different succession plan, the implications are profound. With our seasoned experience in representing both caveators and propounders, this episode offers an expert's perspective on the intricacies of will challenges. Tune in for an invaluable guide to the legal labyrinth that is will caveats, and arm yourself with knowledge that could one day safeguard your familial bonds and inheritance rights.
Discover the crucial insights attorney Samantha Gordon and I, host Greg McIntyre, unearth as we delve into why estate planning isn't just a necessity—it's a power move for women, particularly as they approach their late 50s. With a focus on the unique challenges and roles women face, from outliving spouses to spearheading family care, we lay out the pressing reasons for women to take charge of their financial futures. Samantha shares real-life stories from her practice, highlighting the chaos that can ensue without a solid plan, and together, we champion the need for both partners to be actively involved in these critical conversations.
Get ready to raise your glasses and your estate planning IQ with a sneak peek at our innovative Sip and Plan seminar, designed specifically for women who want to blend relaxation with the vital task of securing their legacies. In this gathering of minds, we toast to proactive steps and informed decisions, ensuring women are empowered and equipped with the knowledge to protect their assets. Samantha's expert guidance, encapsulated in our compelling Elder Law Report, leaves our listeners with gratitude and an invitation to explore more at our website, where resources abound for those ready to take control of their estate planning journey.
What if one document could prevent your assets from freezing, provide another person the power to manage your financial affairs, or negate the need for a court-initiated guardianship in the event of incapacity? Brace yourselves as we dissect the fundamental aspects of estate planning, focusing on the General Durable Power of Attorney, a crucial document that holds the power to do just that! We'll also guide you through the importance of including a HIPAA authorization in a Healthcare Power of Attorney, and the necessity of appointing an agent for mental health care. With these in place, you can be assured that not only your wishes will be carried out, but your rights will also be protected.
Did you know that a will doesn't automatically avoid the probate process? Join us as we debunk this common myth, and delve into the differences between a living will and a last will. Learn how including religious concerns in a living will can substantiate your testament. As we traverse through the realm of estate planning, we'll discuss the potential burden of long-term care in old age and how it can affect your estate. We cannot stress enough the seriousness of the probate process and the repercussions mistakes made by the executor can have. So, buckle up and let's gear up for a proactive estate planning journey!
Ever wondered how a legal challenge to the validity of a will unfolds? Wesley White of McIntyre Elder Law is here to unravel the intricacies of will caveats and shine a light on the often-misunderstood process. We journey into the fascinating world of will validation, exploring common grounds for a challenge like the testator's lack of capacity or undue influence during the signing. Wesley speaks to the heart of these issues, providing important lessons for anyone grappling with estate planning or an impending will caveat.
Our discussion takes a riveting turn as we delve into real-life scenarios that might lead to a caveat. Imagine a situation where an elderly individual under the influence of a manipulative caretaker signs off their property. Or what if a will was forged, bearing signatures that the deceased never signed? Wesley breaks these down in plain language, giving you a whole new perspective on the significance of last wills and testaments. Get ready for an episode that’s not only informative but also a legal roller coaster that will undoubtedly expand your understanding of will caveats.
Ever wondered about the most effective ways to protect your home deed and navigate the often complex world of estate planning? Prepare to pull back the curtain on the realities of transferring property into your child's name, as we analyze the potential pitfalls of such a decision and the significant capital gains tax bill it could generate for your loved ones.
In this engaging dialogue, we unpack the magic of a tool known as a Ladybird deed, or an enhanced life estate deed, that allows you to maintain control of your property and seamlessly transition it to a loved one upon passing, all while sidestepping the probate process. We also take an intriguing look at the look-back period for long-term care Medicaid, offering invaluable insights to guide your decision-making process. So, buckle up, and get ready for an enlightening journey through deed protection and estate planning.
Ever feel tangled in the complex web of trusts and estate planning? Fear not, we've got your back! In this enlightening episode, we layer back the mystique of trust drafting, diving straight into the heart of revocable living trusts, irrevocable trusts, and the stealthy convertible trust. We take a magnifying glass to the unique features nestled within each type, demonstrating how you can harness them to serve your specific needs. You'll see how an irrevocable trust, despite its sturdy exterior, can protect your assets while still allowing you to draw an income, all under the watchful eye of a trusted fiduciary.
Turning the page to estate planning, we illustrate the sheer power of a trust in your estate plan. Want to talk to an estate planning and elder law attorney for free? We share the golden path to free legal advice and set the stage for what to expect during a no-strings-attached consultation with an attorney about your estate plan. We also dispel common concerns about irrevocable trusts, bringing to light the concept of a convertible trust - the Swiss army knife of trusts, boasting the adaptability of a revocable living trust with the protective armor of an irrevocable trust. Get ready to conquer the world of trusts and estate planning! Tune in, sit back, and enrich your knowledge.
Ever thought about what happens when you're no longer competent to make decisions or handle your financial affairs? Join us as Estate Planning and Elder Law Attorneys Greg McIntyre and Brenton Begley unravel the complexities of estate and elder law planning, highlighting the importance of legal documents like general durable power of attorney, healthcare power of attorney, living will, and will. We shed light on the high stakes of not having these documents in place, such as the complications and restrictions of guardianship proceedings.
Navigating the intricate world of wills and deed protection can be a daunting task, but we've got you covered. Learn more about how an executor plays a critical role in the probate process and what pitfalls they may face. Greg and Brenton help us consider the potential financial risks, especially those related to long-term care costs and the possible claim of creditors on your assets. Moreover, we discuss the protective role a will plays in this context and the serious consequences of mistakes during the probate process.
And what about trusts? We conclude by focusing on the role of trusts and their potential for asset protection. Discover how trusts can serve as a secure repository for your assets, bypassing the probate process and ensuring a smoother transition for your loved ones. We compare revocable and irrevocable trusts, and how they can affect your long-term care benefits. And finally, let's explore how a trust can facilitate tax planning, long-term care planning, and leaving a legacy for generations to come. Don't miss this insightful episode, packed with practical knowledge to navigate the intricate world of estate and elder law planning.
Ever wondered how a trust can serve as more than just a vessel for your assets? Ever pondered, how it can protect your wealth that isn't even there yet? My law partner, Britton Begley, an estate planning expert with an LLM in taxation, and I, Greg McIntyre, bring you a lively discussion unraveling these intricate concepts. We shine a light on the trust, not just as a holder, but as a receiver of assets, exploring its role in safeguarding your wealth and shielding your spouse from potential liabilities.
We’re talking about everything from IRAs to life insurance, and how you can use a trust to ensure they serve your best interests. Beyond just a holder and receiver, we delve into how a trust can also act as a 'conduit', aligning with the IRS code and effectively controlling the distribution of pre-taxed money to your beneficiaries. Discover how the trust can protect special needs individuals, help manage potential liabilities, and even influence how a young, inexperienced beneficiary spends their inheritance. So tune in today, and let us help you understand how you can maximize your estate, minimize taxation, and use trusts to your advantage.
Ever wondered what happens when you pass away without a will? We had an illuminating conversation with Attorney Wesley White, who sheds light on this topic and explains why it's critical to have a will in place. Wesley, with his legal expertise, took us through the maze of intestate succession laws - the rules that come into play when someone dies 'intestate' or without a will. He painted different scenarios to help us understand how property division occurs if the deceased has a spouse, children, or parents.
Wesley underscored the importance of a will as it serves as a roadmap to the division and distribution of your property. He highlighted how to circumnavigate the intestate laws and ensure your loved ones get their fair share. No matter where you're located, Wesley is ready to offer a helping hand to guide you through estate planning. So, if you are interested in understanding how your property will be distributed after your demise, this episode is a must-listen! Enjoy a sense of clarity and peace by tuning in to our enlightening discussion with Wesley.
Ready to conquer the complexities of probate? Join us in a riveting dialogue with our esteemed colleague, Wesley White, as we unravel the labyrinth of probate and estate planning. We promise to offer you valuable insights into why avoiding probate can save you from the headaches associated with the court system and creditors. Listen in as we share strategic ways to maximize your estate, minimize taxes, and ensure a smoother transition for your heirs.
If you thought probate was a daunting task, prepare to transform your perspective! This episode is a treasure trove of guidance, shedding light on the critical role of seasoned attorneys in the probate process. We chat with experts like Wesley and others who help dispel the myths surrounding probate and make it more accessible. Beyond that, we reveal the importance of proactive planning to circumvent debt, creditor claims, and other potential hiccups that might put your estate's worth at risk. So, fasten your seatbelts as we embark on this enlightening journey into the world of probate and estate planning.
Are you worried about the skyrocketing costs of nursing home care eating into your savings? Fret not. We've got expert advice from attorneys Greg McIntyre and Brenton Begley, authorities in estate planning and elder law, that could help protect your hard-earned assets. Armed with insights that seven out of ten people will require long-term care, they draw on their extensive experience to guide you through this intricate process and help you steer clear of potential pitfalls.
This episode is a treasure trove of practical tips to safeguard your assets and secure government benefits. Greg and Brenton thoughtfully explain why you shouldn't give away your assets or your house, how to strategically apply at the right time, and why the devil is in the details in your application. They also emphasize the importance of early and regular planning with professional consultation. Remember, every month of delay might cost you a private pay month that could have had benefits covering your care. So, be proactive and take the first step to secure your future. Tune in, absorb the wisdom, and equip yourself with the knowledge to make informed decisions about your long-term care. Don't wait till it's too late, join us on this enlightening journey!
Ready to unlock the mysteries of high interest rates in the real estate market? Together with investment guru Britton Begley, we'll show you how these rates can impact your estate planning and investments. Buckle up as we dismantle the fear-based approach to investing, and discuss why, when rates surge, it can be smarter to go against the flow. We'll reveal how high interest rates can actually cause a dip in housing prices and how you can seize this opportunity. It's time to understand why the housing market value appreciates - it's not competition, but the devaluation of the dollar.
Switching gears, we'll venture into the intricate world of asset protection and estate planning. Listen closely as we examine the implications of increasing interest rates on your real property investments. Discover how a meticulously crafted, customized approach to estate planning can be your shield in these volatile times. We'll arm you with expert advice on the pros and cons of the market, potential pitfalls to avoid, and how to effectively use estate planning tools. If you're a real estate owner or investor eyeing the market, this episode is your roadmap to navigating the ever-changing economic landscape. Don't miss your chance to fortify your assets - tune in now!
Greg McIntyre and Brenton Begley emphasize the importance of proactive planning when it comes to safeguarding one's money and property. They discuss the challenges families face when they delay planning and the ease that comes with early action. Brenton highlights their offer of a free consultation to ensure there are no barriers to strategizing for the future. Greg concludes by urging listeners to seize the moment and schedule their consultation for a worry-free tomorrow.
Navigating the treacherous waters of Probate and Estate Administration can feel like a solo voyage in a storm. The intricate process can lead you off course, with potential pitfalls including court complications or even jail time if mishandled. Let us be your compass, guiding you safely through the intricacies of this legal labyrinth. We delve into the subtleties of what should and should not pass through probate, and expose the potential dangers of exposing assets to claims or seizures.
We don't stop at the shore; we also venture into the complex terrain of dealing with claims. Uncover the secrets of recognizing a valid claim, and learn when it's appropriate to reject one. We also chart the statutory periods for making a claim and share strategies for negotiating claims to preserve the assets for the heirs. For those needing a more personalized map, we offer a free consultation to discuss your journey through Probate or Estate Administration. Tune in and let us navigate you through this potentially perilous journey.
Join us in a crucial conversation with Greg McIntyre, the brain behind McIntyre Elder Law. Greg's life-changing mission to protect the hard-earned properties and retirement savings of families was fueled by his own grandfather's experience. He's spent years safeguarding thousands of assets and setting up estate plans, witnessing firsthand both the relief of those who plan ahead and the despair of those who don't.
In sharing his wisdom, Greg underscores the importance of maintaining dignity, and shielding oneself from any potential exploitation that comes with age. His tireless work is motivated by the desire to help individuals secure their earned wealth and property, creating a lasting legacy for their loved ones. If you're curious about fortifying your financial future, Greg is generously offering a free consultation. Tune in, schedule your consultation, and set out on your path towards a secure and serene tomorrow.
Have you ever found yourself worried about the high costs of long-term care and how it could impact your life savings? The challenge of qualifying for benefits while protecting your assets is a real one and that's what we tackle in this episode. Join us as we venture into the often daunting territory of Medicaid crisis planning. We touch on the importance of having a sturdy plan in place and delve into the valuable tools you can utilize for this, including powers of attorney, trust deeds, and living wills.
We also share insights into strategic asset protection, helping you understand how best to navigate the rules and work effectively with the Local Department of Social Services and the Department of Health and Human Services. More so, we urge you not to face the journey alone. With the help of a qualified elder law attorney, you can effectively protect your hard-earned assets and qualify for those all-important benefits. And don't forget - we offer a free consultation to help you discuss your needs and create a strategic plan. So, don't wait, tune in now for some peace of mind tomorrow.
Ready to challenge your understanding of elder law? Beyond the pages of estate planning and will signing, the courtroom battlefield awaits. This episode focuses on the less-explored facet of elder law, litigation - a crucial element often overlooked. As your host, I guarantee that by the end of this conversation, you'll see the value of a seasoned elder law attorney ready to assert your rights when they're infringed upon, and safeguard your hard-earned wealth, whether it's through estate, trust, or powers of attorney issues.
Let's strip away the confusion surrounding litigation in elder law. We'll tackle the necessary measures you can take today to fortify your tomorrow, ensuring a peaceful future for yourself and your loved ones. Be part of the crucial discussion where we debunk misconceptions and offer you a free consultation to address any litigation issues that you or your loved ones might be grappling with, related to your estates. Don't miss out on this enlightening conversation - it's time to protect, preserve, and plan.
Imagine setting the stage for your loved ones' financial future, ensuring they inherit your wealth seamlessly and without unnecessary hassles. Now imagine doing it with the guidance of an expert in estate planning, Britton. This episode offers a well-structured discussion on estate planning, starting with foundational documents, moving onto deed protection, and culminating in a detailed explanation of trusts. Britton takes us on a tour through the necessity of having a general durable power of attorney, the healthcare power of attorney, the living will, and the will itself.
And there's more! Have you ever considered how deed protection could be a game-changer for your real estate assets? Our conversation with Britton delves into this concept, revealing how tools like ladybird deeds can secure your property and ensure a smooth transition to your children. Furthermore, find out how trusts, both revocable and irrevocable, can serve as shields to protect your assets from potential risks such as long-term care, creditors, and probate. Each step towards secure estate planning is crucial. To make this journey less daunting, Britton generously offers a free consultation to help you kickstart your peace of mind today and secure a better tomorrow for your loved ones. Tune in now!
Imagine losing your home or assets to probate, the court process that reassigns assets after death. It’s a risky area where creditor claims can attach, and our expert guests Britton Begley and Greg McIntyre from McIntyre Oda Law are here to shed light on how to avoid this. We kick off the conversation with a clear explanation of probate and its potential risks, including the significant cost and time implications.
But it's not all doom and gloom, as Britton and Greg also share three practical strategies to circumvent probate. We unpack the concept of a living trust and discover the protection a ladybird deed can offer your home. Additionally, we learn the importance of designating a beneficiary for assets such as bank accounts and life insurance. Be warned though; certain accounts can still be sucked into probate to satisfy claims. For a candid and insightful conversation, join us and learn how to protect your assets and secure your family's future.
What if we told you there's a vast and misunderstood aspect of estate planning that often leads to the loss of assets due to high long-term care costs? And that, contrary to popular notions, you might not necessarily have to pay hefty taxes upon death? In our warm and enlightening chat with Greg McIntyre and Attorney Britton Begley, we unmask the myths and complexities of elder law and estate planning.
From the moment you set foot in McIntyre Elder Law office, you're made to feel right at home - greeted with homemade cookies and a friendly smile. Greg places immense importance on creating a comfortable environment for his clients before diving into the intricacies of their legal issues. We delve deep into the scary scenario of long-term care costs siphoning off an individual's assets, and Greg provides valuable insight on how to evade and manage such situations. Switching gears to taxes, Britton simplifies the often convoluted topic of estate tax, assuring most listeners that it won't be a factor for them, and divulges the secret weapon trusts can be to avoid federal estate tax. The episode rounds off with a touching concern for maintaining control and independence of elders, while also having a secure plan for future protection. So, tune in for an episode teeming with indispensable advice to help you negotiate the winding roads of elder law and estate planning.
Are you prepared for the shocking escalation of long-term care costs, now soaring to over $17,000 a month? Has the increasing cost of elder care and its potential impact on your financial health kept you awake at night? In this critical episode, I, Greg McIntyre of McIntyre Elder Law, walk you through this escalating concern and how best to safeguard your assets and those of your loved ones. I provide a comprehensive guide on foundational planning tools such as general durable powers of attorney, healthcare powers of attorney, wills, and trusts - all designed to protect your assets from the high costs of long-term care.
I delve into the significance of proactive planning and the criticality of appointing a trusted person to manage your financial and legal affairs, should you become incompetent or incapacitated. We explore the nuts and bolts of practical tools like ladybird deeds that can protect your home and control until you pass, allowing assets to be transferred to loved ones without a claim for recovery from a benefits program. Remember, the key lies in planning ahead, and I offer a free consultation to discuss strategies to preserve your assets, control, and how to offset the high cost of long-term care. Tune in to equip yourself with the knowledge and tools to face the financial challenges of elder care.
What if you could protect your assets and ensure your family's security with a flexible estate plan? Our special guest, attorney Brenton Begley from McIntyre Elder Law, provides essential insights on estate planning and how it can prepare you for the future. In our discussion, Brenton highlights the two main risks people face with their money and property: the cost of long-term care and probate. He breaks down the probate process and explains why it's crucial to have a plan in place to protect your assets from government control.
Don't be part of the 70% of individuals over the age of 65 who need long-term care and are unprepared. Britton shares valuable information on how to plan ahead, creating a flexible estate plan that safeguards your family and property in case of life-changing situations. Plus, learn how you can schedule a free consultation with Brenton and his team at mclderlaw.com for personalized advice and guidance on your estate planning needs. Tune in to this crucial conversation and take control of your financial future today!
This week, I celebrated 24 incredible years of marriage with my incredible wife, Stephanie, and I couldn't help but reflect on our journey together - raising our beautiful children, pursuing our passions, and expanding our law firm. In this episode, I share some of those cherished memories, as well as the importance of fostering individuality in our children, embracing the adventure of marriage, and learning from the lessons life throws our way.
As our firm continues to grow, with offices in Shelby, Charlotte, and Hendersonville, I'm incredibly proud to have one of my sons working alongside me in his own pursuit of a law career. Listen in as I discuss the value of planning, striving for excellence, and finding balance in our hectic lives. I also share my secret for de-stressing through exercise. So, join me for this heartwarming and inspiring episode, and remember that nobody's life or decisions are perfect, but we can always do our best to manage our situations and make the most of them.
Why a WILL could mean the difference between controlling assets or having zero control. Get Peace of Mind today with a FREE consult with McIntyre Elder Law today.
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Attention all business owners! Are you aware of the unique challenges your business can face when it comes to estate planning? Estate Planning Attorneys Brenton Begley and Greg McIntyre have got you covered! Check out their informative video now to learn more about the special considerations and planning strategies to protect your business and preserve your legacy.
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Attention business owners! Estate planning is especially important for those with businesses, and we've got you covered. Check out our latest edition of the Elder Law Report on "Business Ownership & Estate Planning" featuring Estate Planning Attorney Greg McIntyre discussing special concerns for business owners. Watch the video now and learn how to protect your business and plan for the future. And if you have questions or need guidance, reach out to us for a FREE consultation at 1-888-999-6600 or visit our website at mcelderlaw.com. Let's work together to secure your legacy.
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This morning in our Senior Spotlight, we focused on Why Estate Planning is Right for You and Your Family. We were joined by Greg McIntyre & Brenton Begley from McIntyre Elder Law, and began our conversation with the basics of estate planning.
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On the Charlotte Today show we’re talking about Estate Planning and the important role it plays in so many people's lives, here to walk us through our Attorneys, Greg McIntyre and Brenton Begley from Mcintyre Elder Law. Before we start talking about estate planning. Let's talk about a typical day and what that looks like.
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Check out this informative video where estate planning and elder law attorneys Brenton Begley and Greg McIntyre discuss the importance of probate and explain the process in North Carolina! As they point out, understanding probate is crucial to ensure your loved ones are taken care of and your wishes are carried out after you pass away. Don't miss out on this valuable information!
Schedule your FREE consult today!
1-888-999-6600
mcelderlaw.com/scheduling
EstatePlanning #ElderLaw #ProbateProcess #NorthCarolinaLaw #ProtectYourLegacy #LeaveALastingLegacy #BegleyMcIntyre #LegalAdvice #EstatePlanningAttorney #ElderLawAttorney #LawyersOfInstagram
3 MUSTS when applying for Long Term Care benefits:
Qualifying for long term care benefits doesn't have to mean sacrificing assets. Here are 3 things to do to protect your hard-earned savings.
1 Avoid Probate.
2 Protect assets under the benefit rules.
3 Have the Elder Law Attorney/Firm submit the application and explain the planning.
Schedule your FREE consult today! Call: 1-888-999-6600 Online: mcelderlaw.com
LongTermCare #AssetProtection #elderlaw #estateplanning #medicaid #nursinghome #assistedliving #trusts #irrevocabletrust #ladybirddeed #probate #attorney #lawyer
Eugene, Brenton, & Greg sit down to discuss how trusts work and why they may be a great addition to your estate plan.
Schedule your FREE consult today!
1-888-999-6600
mcelderlaw.com
charlottenc #hendersonvillenc #shelbync #lawyer #elderlaw #protection #guardianship #powerofattorney #wills #trusts #assetprotection #medicaid #longtermcare #retirementplanning #retirement #nursinghomecare #assistedlivingcare #charlottetodayshow
Greg and Taylor explore the many types of trusts. Which one is right for you?
**Schedule your FREE consult today by calling: 1-888-999-6600 or online at: mcelderlaw.com
estateplanning #elderlaw #trusts #assetprotection**
What is your estate? What is the best way to set up your estate? How could the way you set up your estate impact your ability to pass assets and be eligible for long-term care benefits? All this and more in this episode of the Elder Law Report.
estateplanning #elderlaw #wills #trusts #elderlaw #estate #probate #longtermcare
Elder Law Report - Facing The Fact!
Facing the fact we may have health problems and that we are all going to die is hard and many people neglect this. The best way to gain peace of mind is to face your fears... to face difficult situations and overcome them. We can help you and your family do this and create a plan that provides peace of mind.
Schedule your FREE consult today by calling: 1-888-999-6600 or online at: mcelderlaw.com.
death #healthproblems #seniors #estateplanning #elderlaw #attorney #peace #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #medicaid
Are you worried about the legal side of estate planning? Don't let fear hold you back! Watch our latest video, "Litigation, Estate Planning, and Facing Your Fears," to learn how to navigate the legal system and create a plan that will protect your assets and loved ones.
EstatePlanning #Litigation #FacingFears
Schedule a free consultation: 888-999-6600
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Greg & Brenton discuss dealing with the inevitable and planning ahead in this week’s edition of the Charlotte Today Show.
Schedule your FREE consult today
📞 1-888-999-6600
💻 mcelderlaw.com
CharlotteToday #CharlotteNC #ShelbyNC #HendersonvilleNC #elderlaw #estateplanning #probate
Navigating the process of researching and applying for assisted living and nursing home care Medicaid benefits in North Carolina can be overwhelming, but don't let that discourage you! With a little bit of research and understanding of the process, you can ensure that your loved one receives the care they need. Start by looking into the North Carolina Division of Health Benefits, and be sure to utilize helpful resources such as the North Carolina Medicaid Managed Care program. Remember to keep important documents and information handy, and don't be afraid to reach out to a professional for assistance. #assistedliving #nursinghomecare #medicaid #northcarolina
Schedule your FREE consult today,
📞 1-888-999-6600
💻 mcelderlaw.com
On today's episode Attorney McIntyre and Attorney Brenton Begley discuss the Top 3 Planning Mistakes.
- Failing to Plan Ahead. Ignoring a problem doesn’t mean it isn’t there and leads to anxiety.
- Not reviewing Your Estate Plan Regularly. Change is constant and your estate plan should change with your life and circumstances.
- Not Seeking Professional Help. DIY estate planning comes with many perils.
EstatePlanning #Wills #FinancialPlanning #LegalMistakes #EstatePlanningMistakes #AvoidMistakes #PlanningForIncapacity #PowerOfAttorney #HealthcareProxy #AssetProtection
On this episode of the Elder Law Report, Brenton & Greg discuss in detail the pitfalls of Guardianships and how to avoid them.
guardianship #guardianships #estateplanning #elderlaw #attorney #lawyer #wills #trusts #estates #probate #retirement #retirementplanning #realestate #medicaid #medicare #poa #poas #powerofattorney
In this episode Elder Law attorneys Greg McIntyre and Brenton Begley, sit down and discuss how to pay for long-term care.
Today's topic on the Elder Law Report is how a law firm is different and how running a law firm is different from running any other business!
SCHEDULE YOUR FREE CONSULT! Call 888-999-6600 or go to mcelderlaw.com/scheduling/
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer
$200 off EP Coupon: mcelderlaw.com/Christmas
Tis' the Season for Estate Planning. Mia and Greg talk about the importance of estate planning. Our FREE gift to you is a $200 off coupon off estate planning services. Give the gift that keeps on giving. Give the gift of estate planning today.
$200 off EP Coupon: mcelderlaw.com/Christmas
estateplanning #elderlaw #christmas #coupon #gifts #lawyer #attorney #wills #trusts #estates #realestate #retirement
What are annuities and how can they be a great tool to protect your assets and legacies? Annuities can be a great tool to make sure you have that steady stream of income for a number of years after you retire. Elder Law Attorney Baker sits down with Ryan Begley, Benefits Specialist to give us the details.
annuities #retirement #retirementplanning #assetprotection #assets #wealth #wealthmanagement #assetproection #assets #longtermcareplanning #realestate #estateplanning #elderlaw #elderattorney #attorney #lawyergreg
Ryan Begley, Benefits Specialist sits down with Eric Baker, elder law attorney to discuss Long-term care Insurance and how it is beneficial to you when you are putting together your financial documents or when you're older and need some form of care! Learn how Long-term Care Insurance can protect your assets.
financialplanning #assetprotection #assets #longtermcare #longtermcareplanning #theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
How to Avoid Probate! Greg, Eric and Eugene discuss the dangers of probate and how to avoid it in this edition of the Charlotte Today Show.
probate #estateplanning #elderlaw #attorney #lawyer #charlottetoday #todayshow #sharlottetodayshow #will #wills #trust #trusts #longtermcare #retirement #retirementplanning #realestate #medicare #medicaid
Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.
beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning
Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.
beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning
What is a trust and what can it do for you? There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy.
Want to set up a trust? Give us a call today at 888-999-6600 to schedule your free consultation!
When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney?
Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why. Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of situation if something should go wrong.
Stay tuned for more!
What is a revocable trust and what is an irrevocable trust and what does that mean for you? In this episode, Attorney Eric Baker sits down with Benefits Specialist, Ryan Begley to discuss the different types of trusts, what they can be used for, and how annuities can be placed into them. You don't want to miss this one!
estateplanning, #trusts, #financialplanning, #annuities, #longtermcare, #assetprotection, #realestate, #insurance, #insurancepolicies,
What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?!
In this episode of the McIntyre Financial Report, Ryan Begley, Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.
Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.
elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement
Today on the Elder Law Report, we have the VP, Sales & Marketing Maria Hagadorn from CRSL Management. She is going to be talking about one of their new facilities Ambriant at Austin Village. It is a new boutique rental retirement community for independent 55+ seniors.
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #retirementcommunity #retirementgoals
How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens!
How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens!
Why would you need term insurance? Join Ryan Begley, Benefits Specialist with McIntyre Financial on an episode where he interviews a client to share her experience with getting term insurance and how it could be beneficial for you.
Want to know more? Visit our website at MyMcFi.com to read our blog and subscribe to our E-newsletter.
CALL 888-999-6600 for your free consultation
How illegal bank policies hurt the elderly. Client discussion about how his mother is being hurt by U.S. Bank in Charlotte. This is not isolated, however to U.S. Bank. We witness big bank policies hurting the elderly everyday.
Schedule your FREE consult today: 1-888-999-6600
Online at: mcelderlaw.com/scheduling
estateplanning #realestate #banks #banking #guardianship #guardianships #elderlaw #attorney #lawyer
Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!
An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!
Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!
An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!
Our special guest today on the Elder Law Report is Dr. Buffy Lloyd-Krejci. She is one of the foremost authorities on infection prevention and control in nursing homes and long-term care facilities! She also talks about her book, Broken, which is a #1 Amazon Best Seller!
SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #nursinghome #longtermcare #education
Our special guest today on the Elder Law Report is Dr. Buffy Lloyd-Krejci. She is one of the foremost authorities on infection prevention and control in nursing homes and long-term care facilities! She also talks about her book, Broken, which is a #1 Amazon Best Seller!
SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #nursinghome #longtermcare #education
Are your stocks losing money? What does this mean for you and your investments and how can you prevent losing money? Because of the current bear market, many people are wondering how to prevent losing even more money and how to protect their assets that they have worked their whole lives for. Ryan Begley, the Benefits Specialist with McIntyre Elder Law, sits down with Brenton Begley, Elder Law Attorney, to discuss some of the AMAZING insurance products that have the potential for you to make money, without losing money!You don't want to miss this episode!
#theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
What is Guardianship and how to avoid them. Check out the latest episode of the Charlotte Today Show with attorneys Greg McIntyre and Therron Causey.
estateplanning #elderlaw #realestate #guardianship #guardianships #conservator #attorney #lawyer #poa #powerofattorney #will #trust #fyp #viral #foryoupage
Our special guest today on the Elder Law Report is Daniel Dedmon from the Leona Neal Senior Center! The senior center provides a place Monday through Thursday from 8 AM-5 PM and Friday 8 AM-1PM for adults age 55 and older to easily access information and services as well as to meet to socialize and enjoy participating in programs and special seasonal events.
SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #realestate #trusts #medicaidcrisisplanning #community #seniorcenter #senior activities #seniorgames
Cooking can be a problem for seniors. Getting the right nutrition. Feeling good enough to cook. Being lonely. Depression. Loss of appetite. Ability to actually cook.
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #realestate #trusts #medicaidcrisisplanning
In this episode, we will be discussing Burial Policies, and how you can use them to become Medicaid compliant in the state of North Carolina. A Burial Trust is a great tool to make sure that your assets are protected and that your loved ones aren't left with the burden of providing a funeral and burial for you. Burial policies are a fairly easy process, stay tuned for more.
#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
Did you know that if you have large medical bills your whole estate could be wiped out? It's horrifying to think that this could happen to anyone. Thankfully there is some good news to help you avoid this situation. Learn how you can avoid the probate process and learn more about life insurance policies and trusts, and how this brilliant strategy may have the potential to create generational wealth for you and your family while not wiping out your estate. Trust us, you don't want to miss this episode!
#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
Today on the Elder Law Report, we have special guest, Emily Colson, director of the Union County’s Senior Nutrition Program. This program provides meals to individuals 60 and over throughout Union County. Call 704-292-2567 or go to unioncountync.gov/seniormeals
elderlaw #seniors #volunteers #community #estateplanning #nutrition #healthylifestyle
Today we sit down with Mr. David Lamoureaux, author, teacher, life coach, and motivational speaker to hear about his life experiences and what lessons life can teach us. Trust us you don't want to miss this one!
If you're interested in learning more about estate planning and our other services, give us a call today at 888-999-6600.
How can the ladybird deed protect your home? Did you know that North Carolina has a special deed called a Ladybird Deed that allows you to name someone to receive your property automatically upon your passing? The Ladybird Deed also passes outside of probate and you remain one hundred percent in control of the property, meaning you can sell the property, mortgage the property, and more. Ryan Begley, Benefit's Specialist sits down with attorney Eric Baker to discuss the benefits of a ladybird deed and how you can use it to protect your home.
#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
Never transfer assets into your kids names.
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com/scheduling.
estateplanning #elderlaw #trusts #livingtrust #home #realestate
A common question that many people have is will my life insurance be taxed? In this episode Elder Law Attorney Ryan Begley talks with Financial Benefits Specialist Ryan Begley to discuss Taxes and Long-Term Care insurance and what best steps you can take to protect your assets and preserve your legacy.
financialplanning #medicaid #estateplanning #longtermcare #insurance #stocks #bonds #annuities #retirement #assetprotection #assetplanning #longtermcareinsurance #mcintyrefinancial
Reverse Mortgage. Need an extra stream of income, pay off existing mortgage, and/or private pay for long-term care? A reverse mortgage may be a good option for you. Gina, and Greg discuss the benefits of reverse mortgage in this week's edition of the Elder Law Report.
reversemortgage #mortgage #retirement #longtermcare #medicaid #nursinghomecare #trusts #trust #estateplanning #medicare #elderlaw #attorney #lawyer #retirementincome #retirementplanning
Our benefits Specialist, Ryan Begley, makes it easy for you to talk about getting your financial affairs in order. The process can take as little as 15 minutes or as long as you need. Schedule your FREE consult today!
Call: 704-218-9223
Email: ryan@mymcfi.com
Online at: mymcfi.com
estateplanning #elderlaw #lawyer #attorney #realestate #longtermcare #financialplanning #financialplanner #insurance #lifeinsurance #longtermcareinsurance #jigglejiggle #fyp
Hunter & Ryan talk through sone personal and medical issues that people may think will prevent them from obtaining benefits like insurance. At McIntyre Financial, we are used to uncomfortable conversations. Schedule your free consultation today at 704-218-9223. #Diabetes #life #insurance #lifeinsurance #money #attorney #agent
**McIntyre Elder Law and McIntyre Financial collaborate together to be able to provide clients with a well-rounded experience. McIntyre Financial has access to Medicaid Compliant Annuities that be used to transfer funds out of the individual's name who needs the long-term care. This can be used to allow the person to qualify for Medicaid and get the care they need while preserving a large amount of their assets.
Call us today for a FREE consultation at 888-999-6600
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities**
Approximately 1/2 the work force has no protection against becoming temporarily or worse, permanently disabled. Learn how disability insurance should be a vital part of your financial plan.
estateplanning #insurance #financialplanning #financialplan #disability #disabiityinsurance #realestate #longtermcareinsurance #annuities #retirement #ira #401k #assetprotection
Our MEL Signature Services focuses on high wealth estate and tax planning. We understand how hard you and your family work for your money. We understand how hard it is intodays complex system of taxation to hold on to it, maximize it and create a comprehensive plan to pass it to your loved ones in a meaningful way. That's what MEL Signature Services is all about. Let us help you and your family.
Give us a call today at: 1-888-999-6600 or schedule your FREE consultation online at: mcelderlaw.com/scheduling.
highwealth #legacy #legacyplanning #estateplanning #tax #taxplanning #insurance #elderlaw #realestate #attorney #lawyer
Is your financial planner working with your attorney? If not, you may want to investigate the benefits. Greg & Ryan discuss the benefits of harmony in this relationship.
attorney #financialplanner #insurance #assetprotection #estateplanning #elderlaw #annuities #wills #trusts #probate #estates #lawyer #taxplanning #longtermcare
Today on the Elder Law Report we have special guest, Robin Elbertson, from We Care For Seniors! We Care For Seniors is a concierge & companion service here in Charlotte, NC! Robin started We Care For Seniors out of a deep love for her own parents and the many ways she has been able to help them as they age.
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Got holes? Today on the McIntyre Financial Report, Attorney Greg McIntyre, discuss the importance of Estate Planning & Financial Planning. SOME MANY PEOPLE DO NOT KNOW THIS! CHECK IT OUT!
Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
“I have a will that was drafted for me out of state. Is it valid in North Carolina?” The answer? It depends. Even if you had your will drafted by an attorney, different states have different laws. On the Elder Law Report today, attorney Greg McIntyre & attorney Therron Causey discuss this in detail.
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
How to choose a Medicare Supplement Plan:
Ryan & Greg talk about the following 4 keys to knowing and choosing the right plan and company for you:
- Standardized Plans.
- No Networks.
- Most Popular Plans.
- Choose the right Insurance Company.
Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com.
medicare #medigap #coverage #retirement #medicaid #health #wellness #insurance #insuranceplan #mcfi #mcintyrefinancial #benefits #hositpal #doctor #attorney #lawyer #estateplanning
Will you get hit with excessive taxation when you die? Mia, Greg & Brenton discuss how to avoid excessive taxation with proper Estate Planning.
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Guardianship defined. Attorneys Greg McIntyre & Therron Causey discuss what YOU need to know about guardianships in North Carolina. How to avoid them, when they are necessary, and important factors to consider. Tune in to this week's episode of the Elder Law Report!
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Can Annuities Protect My Retirement? Ryan and Greg discuss the 4 types of annuities in this short video.
Schedule your FREE consult today. Call: 704-218-9223 or email ryan@mymcfi.com.
annuities #retirement #assetprotection #assetplanning #financialplan #retirementplan #estateplanning #estate #fixedannuities #mcfi #mymcfi
Life Insurance..How am I going to replace my income for my family? How will the kids go to college? How will I leave a legacy? The answer to these and many other questions is life insurance. Schedule your FREE consultation today! Call 704-218-9223 and email info@mcelderlaw.com
insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
Joining Attorney Brenton Begley today is his brother, Ryan Begley! Ryan is a benefits specialist with our sister company, McIntyre Financial. Today they are discussing the dreaded Look Back Period! Tune in to learn more, and if you have any questions, Just Ask.
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Burial Policies can be an important part of your plan.
In this short video you will learn:
-
What happens if you don’t have a burial policy?
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What happens if you do have a burial policy?
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How you can easily obtain a burial policy.
Schedule your FREE consult today. Call 704-218-9223 or email info@mcelderlaw.com.
burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer
Attorney Greg McIntyre sits down with Mia from The Charlotte Today show and goes through the most common estate planning tools and discusses the privacy implications of each document..
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Life Insurance: Term vs. Whole Life
Which one is best for you and when? Ryan and Greg dig in and discuss the details and differences between term and whole life insurance in this episode of the McIntyre Financial Report.
realestate #lifeinsurance #wholelifeinsurance #termlifeinsurance #wholelife #term #estateplanning #financialplanning #elderlaw #attorney #advisor #assetprotection #investment #investments #assetplanning #assetpan #lawyer
"Plan, protect, and preserve a legacy. Two elder law attorneys discuss the importance of implementing foundational documents, protecting assets, and more..."
SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
SUPPLEMENTAL INSURANCE..
Watch now as Attorney Brenton Begley interviews Darius Ramsey from Globe Life Insurance, a leader in supplemental health and life insurance policies that provide financial security and peace of mind. Globe Life empowers their customers to Make Tomorrow Better by offering products that help secure their financial future and protect them when tragedy strikes! Globe Life is passionate about their mission to protect, serve, and give back to our neighbors. Watch now to see how Globe Life can help you!
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Charlotte: 704-749-9244
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Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
3 Things You NEED to Know About Long Term Care Insurance
Greg & Ryan reveal the 3 things you need to know about along Term Care Insurance:
1. Dispelling the Myths about Long Term Care Insurance.
2. How to easily incorporate long term care insurance into your financial plan.
3. A Hidden Gem of the industry. How to use a small portion of your retirement to pay for long term care.
Schedule your FREE consult today @MyMcFi.com.
Call: 704-218-9223
Email: ryan@mymcfi.com
financialplanning #assetprotection #fyp #longtermcare #nursinghome #assistedliving #insurance #retirement #realestate #assetplanning #estateplanning #elderlaw
In this edition of the McIntyre Financial Report, Greg and Ryan discuss how Medicaid Compliant Annuities are utilized when a family is facing losing retirement and other monies due to an assisted living or nursing home stay.
realestate #estateplanning #assetprotection #annuities #financialplanning #elderlaw #estateplanning #attorney #insurance #lawyer #financialplanner
Allergies are something we all suffer from but we don't have to! Kelly Jan with Carolina Allergy Solutions talks about non invasive methods to deal with allergies on this edition of the Elder Law Report.
allergies #elderlaw #estateplanning #holistic #holisticmedicine #health #wellness #aging #retirement #assetprotection #assetplanning
Introducing Ryan Begley. Ryan, a former Asheville police officer, is absolutely excited about working with McIntyre Financial and bringing Insurance solutions to clients. Life Insurance can multiply your retirement and pay for long term care. Here about some really cool tools Ryan has in his tool bag.
insurance #longtermcare #retirement #planning #financialplanning #assetprotection #attorney #lawyer #elderlaw #estateplanning #mcintyrefinancial #realestate
Greg and the team have a great time presenting about different aspects of estate planning. Great questions were asked during this event. Do you have a question?
To learn more and schedule a free consult, go to mcelderlaw.com/lbd
ladybirddeed #lbd #savingthefarm #realestate #estateplanning #elderlaw #attorney #lawyer #assetplanning #assetprotection #retirementplanning #medicaid #longtermcare #nursinghome #assistedliving
Greg and Eugene talk about discussing planning with your family and the importance of planning on the Charlotte Today Show.
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Charlotte: 704-749-9244
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Online at: http://mcelderlaw.com/scheduling.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
Can inflation help me in some way? How? How do I protect my assets that have increased in value? Could inflation put me at risk of increased taxation? Are there ways to deal with or maximize my taxable exemptions?
realestate #inflation #hardassets #estateplanning #elderlaw #deeds #assetprotection #trust #trusts #revcablelivingtrust #benefits #longtermcare #irrevocabletrust
I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to actually take the step to get organized and get your affairs in order. That’s a decision I can’t make for you. You can lead a horse to water and all that.
I struggle with planning. I have really been suffering with a stomach issue for the last six months. Here was my plan to beat it and to get back in the gym every day. What’s this have to do with the estate planning? Find out in this short video.
120 Hour Rule: A little known NC rule that can change the course of property when you die.
The 120 Hour Rule should be talked about more often. If someone in your will or a beneficiary deceases within 120 hours after your death then it will change the course of distribution of your assets. Here is how it works.
Schedule your FREE consult today: mcelderlaw.com/scheduling.
Automobile Trusts. What are they and are they for you? It is a smart idea to separate your assets from your vehicles due to liability. Learn about how this works with an Auto-Trust.
realestate #estateplanning #elderlaw #lawyers #attorney #retirement #savings #nursinghome #assistedliving #SeniorLiving #automobile #car #truck #vehicle
LIVE!!! BREAKFAST SEMINAR!!! Are You Ready Estate Planning Seminar! Join us this morning for a packed house, eggs, and education! Signup for a FREE consult today: mcelderlaw.com/scheduling.
#realestate #estateplanning #elderlaw #lawyers #attorney #retirement #savings #nursinghome #assistedliving #SeniorLiving
Should you use tax value or appraisal value for real estate in a probate estate? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.
realestate #probate #deed #estateplanning #will #attorney #elderlaw #lawyer #car #automobile #probate #will #estate #avoidingprobate #avoidprobate
Should you open a probate estate or use a Spousal Allowance? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.
Should you use tax value or appraisal value for real estate in a probate estate? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.
realestate #probate #deed #estateplanning #will #attorney #elderlaw #lawyer
Greg talks with Mark about what resolutions you should be making in 2022 and how to stop making excuses.
realestate #estateplanning #elderlaw #attorney #lawyer
Are you wondering What is Crypto? No worries. Crypto currency is an incredibly valuable asset. Attorney, Brenton Begley, recorded a 2 minute video discuss this topic!
Schedule FREE CONSULT!
Online at: http://mcelderlaw.com/scheduling.
bitcoin #ethereum #coinbase
How do I pass on my cryptocurrency? Plus the Digital Blockchain Trust (DBT) explained.
Schedule your FREE CONSULT today!
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💻Online at: mcelderlaw.com/scheduling.
cryptocurrency #shibainu #shib #ShibArmy #shibaswap #ShibaSwap #defi #bitcoin #ethereum #blockfi #BlockFi #CryptoLaw #cryptolaw #cryptolawyer #cryptolawyers #shibainucoin #shiba #shibacoin #ShibaCoin
It has been a wild 1 & 1/2 years. Here is what you need to do to be prepared.
Greg McIntyre
Estate Planning &
Elder Law Attorney
Is my retirement account protected? Find out in this short video from firm partner, Brenton Begley.
Schedule your FREE CONSULT today!
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- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com/scheduling.
📈We all have been affected by the pandemic. Here are 3 things you can do to be prepared no matter what may come.
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com/scheduling.
$1M in 1 Year - Episode 16: Breaking Down the Numbers.
I leased the condo project!!! I go through the numbers for the condo, Digital currency holdings and stock holdings to detail where I am in the $1M in 1 Year project. Enjoy the show!
⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
What are some of the most common issues that arise when you need to qualify for Medicaid to pay for long term care? Attorney Therron Causey discuss those common issues in this quick 3 minute video! CHECK IT OUT!
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
The tool that could save your home and money and qualify you for long term care benefits. Watch this short video on the Medicaid Asset Protection Trust.
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
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Brenton and Therron discuss how technological advancement is exponential and whether the law should attempt to change along with it. Brenton and Therron discuss the historical approach to this issue through the lens of Utilitarianism, Deontology, and religion.
The 4 Steps to FINALLY getting your Estate Plan in place. Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
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🏌🏽♂️🏊♀️Do you want to stay active and healthy well into old age? LISTEN UP!!! Part one of our longevity series we call the Prometheus Project.
Schedule your FREE CONSULT today!
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- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
Brenton and Therron discuss the right to die and whether physician assisted suicide should be a fundamental right.
HOW TO AVOID LAZY GRANDKIDS!!! Is there anything worse than entitled people??? Not many things. We all work hard for what we have. It made us who we are. How can you leave a legacy for your family without spoiling or creating entitled grandkids or heirs? Find out in this episode of the Elder Law Report.
Schedule your FREE CONSULT today!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
❤️ 🏠 Love REAL ESTATE??? We do too! What are you doing to protect and manage yours? Find out in this episode of the Elder Law Report.
Schedule your FREE CONSULT today!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
What TO DO if a bank says NO… to a financial Power of Attorney (POA). I need to tell you this…
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
Conquering Your Fears. Why do we not take action to grow? Why do we put off tough decisions? Find out in this episode of the Elder Law Report.
Schedule your FREE CONSULT today!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
$1M in 1 Year: Episode 15: Condo Project Update. I just finished 3 big projects!!! Ready to move to the lease.
Happy 4th from The McIntyres! We are so committed to your independence that we are offering a FREE CONSULT for you and your family(a $300 value).
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com.
Avoiding the Truth & Reality produces warped outcomes. Hear how in this edition of the Elder Law Report.
Schedule your FREE CONSULT today!
Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
DANGER!!! Stop taking legal advice from non-lawyers. From funeral homes to financial planners there are lots of non-attorneys doling out legal advice these days. Brenton and Greg explore the dangers of listening to non-attorneys in this Elder Law Report.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
TRUSTS! In depth trust workshop with attorney Brenton Begley in this week’s Elder Law Report. Revocable, Irrevocable, Convertible? What do they do and which one might be the right tool to save your home and retirement?
Schedule your FREE CONSULT today!
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- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
Trusts explained in 2 minutes. Is a trust right for you? Find out in this short video.
Schedule your FREE CONSULT today!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
$1M in 1 Year: Episode 14: I’m Done Gambling!!!
After a month of up and down markets and crazy meme stocks I have learned some extremely valuable lessons and headed in a new direction with new wisdom. Enjoy the show!
⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
From the Charlotte Uptown Desk of Attorney Therron Causey: How to protect your hard earned money and property.
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
Charlotte Uptown Attorney, Therron Causey, works on lots of Adult Guardianship cases for our firm. He was kind enough to record a 3 minute video on Guardianships for us. Enjoy!
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Shelby: 704-259-7040
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
How to Protect Your Home!!! First you have to know the several risks… Watch this short, informative video from Attorney Brenton Begley.
Schedule your FREE CONSULT today!
Call for Free Consult:
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Charlotte: 704-749-9244
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Shelby: 704-259-7040
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
The Many Ways You Own Real Estate . Elder Law Report . How can the way you own real estate help or hurt you as you age? Find out in this week’s episode. Schedule your free consult today at: mcelderlaw.com.
🏠 The Many Ways You Own Real Estate . Elder Law Report . How can the way you own real estate help or hurt you as you age? Find out in this week’s episode.
Our Probate Case Manager, Tiffany Blackburn, breaks down the "Publication Period" that takes place during a Probate process.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
My oldest son, Jordan, graduates from UNC in the morning. Up late, in a hotel, reminiscing over a little baby boy who we raised into a man and is now graduating from college. How time flies.
Schedule your FREE CONSULT today!
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Charlotte: 704-749-9244
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Hendersonville: 828-233-5991
Online at: mcelderlaw.com.
❌ Elimination of Step-Up-In-Basis? High taxation and what that might mean for you and more in this Elder Law Report. Stay tuned!!! Schedule your FREE CONSULT today!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
$1 M in 1 Year: Episode 13: Problems ARE Opportunities.
Really struggling the last few weeks with down markets and digital currency. What opportunity is there in this crisis?
*I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril.
✅ 3 Commonly Held Misbeliefs about Money, Aging & Estate Planning.
⚜️Medicare will pay for long-term care.
⚜️I have a spouse so who needs an estate plan.
⚜️I have money. Why plan?
These questions and more answered in this Elder Law Report.
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
✅SPECIAL TRUST EPISODE!!! Everything you need to know about trusts in this Elder Law Report!
⚜️Avoiding Probate.
⚜️Maximizing Estate Tax Exemptions.
⚜️...and much, much more!
📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com.
Elder Law Attorney Brenton Begley talks about the system the people face as they age. From long term care costs 💰 to Guardianship and how you can ACT to PROTECT yourself, home and retirement. Enjoy this special episode. For a free consult call: 704-749-9244 or schedule online at mcelderlaw.com.
$1M in 1 Year: Episode 12: Working the System.
I have really worked on perfecting my system. I have decided I want to creat my own trading algorithm. More to come in how to do that as I go through the process.
This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
In today's Latte with a Lawyer episode, Attorney Brenton S. Begley explores the ease by which your rights could be taken away in a Guardianship court proceeding.
Estate planning and elder law attorneys Greg McIntyre and Brenton Begley explore the ins and outs of estate planning from Foundations to Trusts.
Part 3: How to ACTUALLY qualify for Long-Term Care Medicaid.
Part 3 of a 3 part series on: How to qualify for Long Term Care Medicaid?
That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
Sometimes you have to go back to your roots to move forward. We stand on the shoulders of our parents, our grandparents. Soon, we will be the roots. Let us help you build a firm foundation and plan at McIntyre Elder Law. Visit us today: mcelderlaw.com.
Anyone can afford estate planning. We have clients from all walks of like and we have trained checkout personnel that will work with you to help you achieve your goals and plan.
How to plan like them... Give and get the gift of peace of mind this Christmas. Get you affairs in order with a $200 off Coupon for estate planning services: mcelderlaw.com/holidays.
Knowledge is power in a legal maze of changing rules and laws. From taxes to changes in the law regarding long term care benefits. Stay INFORMED! Learn what you NEED TO KNOW to protect your children and grandchildren. Leave a legacy of life long learning. Signup for the FREE Elder Law Report eNewsletter TODAY! SIGN UP NOW!: http://mcelderlaw.com/signup-newsletter/
Every year I engage in in-depth planning with my team and with a professional business coach, Bob DeMers. This planning has been invaluable to the development of our business.
I may fail as a father sometimes... as a husband... But I will abs have planned a legacy to take care of my children and grandchildren. If we can help you... I offer a FREE consult: 704-749-9244 or online at mcelderlaw.com.
WE’RE STUCK!!!! HELP!!! So we are stuck in a freight elevator this morning. Stay cool knowing your affairs are in order. Contact us for your free consult: mcelderlaw.com.
Why People Don’t Plan? NEW ARTICLE! Doing some writing today and wanted to pop on and talk about the #1 psychological reasons why people don’t plan. Schedule today: mcelderlaw.com/freeconsult.
An eerily quiet day at the firm. Working on 2020 client work and planning for 2021. Are you planning? Take advantage before year’s end: mcelderlaw.com/holidays.
Why I wake up at 4:30am. Why planning ahead is best. Setting yourself up for success! Learn More at mcelderlaw.com.
I have saved HUNDREDS OF MILLIONS $$$ for clients and their families!!! Who I am and how I can help you. Schedule your FREE consult today: mcelderlaw.com.
Morning Drive with the Elder Law Guy. Lady Bird Deeds. Save the home! TAKE ACTION BEFORE ITS TOO LATE!!! This is an issue I see repeatedly. Schedule your FREE consult today: 704-749-9244, or online at: mcelderlaw.com.
What’s the Legality of a Lady Bird Deed in NC? That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
1M in 1 Year Episode 7: Bitcoin is Digital Gold!!! Made a bigger investment in Bitcoin this week and watched it climb to nearly $57k per coin. Invested in an uptown, high-rise condo and made steady stock gains playing the volatility of TSLA. I am now 1/4 of my way to $1M in mid February. Pretty happy with that. 😃
$1M in 1 Year Episode 4: Hold the Line. A bloody week on the street and Greg learns a new strategy to protect losses and experiments with buying on margin. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
Episode 3: Margin Call? Greg experiments with buying on margin in an effort to learn and reach his goal. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
$1M in 1 Year Episode 5: Always listen to your gut! Continuing to learn and coming off a bad week, Greg dusts himself off and gets back in the trading game. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
$1M in 1 Year Episode 6: Patient Pig. I’m continuing to learn and one of the big lessons is patience. Patience to learn my base portfolio stocks. Patience to know that everyday is a new day. Making steady gains. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year ⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
$1M in 1 Year. New show featuring Greg’s journey from a starting point to $1M invested in 1 Year. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
Side effects of a Reverse Mortgage. What are they? That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com
$1M in 1 Year: Episode 2: Where do I get the right information? Is there enough information available for the common person to have a fair shot at making a profit in capital markets?
Get your copy of the Elder Law Handbook! Author and Attorney, Brenton S. Begley, talks about his new and important book.
How to Write a Will: Short eCourse on how to write a will. If we can help call us at 704-749-9244 and online at mcederlaw.com.
Join our Shelby attorney, Brenton Begley, as he sits down and talks about an Irrevocable Trust! Call our office if we can help you or your family: 704-749-9244 or at mcelderlaw.com.
Are you an imposter? You are enough. Attorney Brenton Begley discusses the fears he’s overcome and how he helps clients overcome theirs to help them plan.
DIVORCE & WILLS: If I get divorced should I change my will? Find out in today’s episode of Latte with a Lawyer!
A revocable living trust or RLT may be a great way for you to: 1. Stay in control of assets. 2. Avoid Probate. 3. Maximize your taxable exemptions. Contact our firm for your FREE consult today: 704-749-9244 or online at: mcelderlaw.com/freeconsult
Episode 9: What goes down MUST come up! This week was tough! Market down as a whole and got locked into a margin but on Apple (AAPL) and just watched it sink. Still alive, though, as it rose Friday and I expect it to keep rising. Still putting money into Bitcoin. Enjoy this episode! 😎
Testamentary Trusts: These can be a straightforward way to utilize your will to create trusts for your property lasting well into the future. Schedule your FREE consult today: 704-749-9244, or schedule online at: mcelderlaw.com.
$1M in 1 Year: Episode 10: Breaking Down the Strategy. Documentation. The last 2 weeks I first, sat down and wrote out my strategy into a system whereby I evaluate my picks for the week. Second, implemented that system and methodically made up my losses, Third, set a “LOCKOUT” limit. And, fourth, followed my written plan to be up $20k at the end of week 2. Still putting money into Bitcoin. Enjoy this episode! 😎 This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year ⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
🤷♀️ Now What? I’ve Been Appointed as Agent under a Power of Attorney.
So, you’ve been named as somebody’s agent under power of attorney. That person (the “Principal”) is beginning to need your help making financial and healthcare decisions. What are you next steps?
✅ Schedule your FREE consult today! Call: 704-749-9244, or online at: mcelderlaw.com
Education Spotlight. Home Protection with Deeds.
Estate Planning & Elder Law Attorney, Brenton Begley gives a great education moment to our team and you on how to protect your home with deeds. Schedule your FREE consult today: 704-749-9244, or online at: mcelderlaw.com/freeconsult.
https://youtu.be/tXb4E3ByjRk
Trust and Taxation: That’s the topic of the new Elder Law Report! What are pending changes in tax law that could hit you the hardest and what can you do to protect yourself and family? Schedule your FREE consult today: 704-749-9244 or online at: mcelderlaw.com.
https://youtu.be/QA54WS2nT8U
Knowledge is power in a legal maze of changing rules and laws. From taxes to changes in the law regarding long term care benefits. Stay INFORMED! Learn what you NEED TO KNOW to protect your children and grandchildren. Leave a legacy of life long learning. Signup for the FREE Elder Law Report eNewsletter TODAY! SIGN UP NOW!: http://mcelderlaw.com/signup-newsletter/
We know you were going to love staying up-to-date with legal ways to save your hard-earned money and property. Sign up today! Go to: https://mcelderlaw.com/signup-newsletter/
SHOWCASE: PROBATE. See what really happens when a will is probated from the inside of our firm’s probate department. Also so tips and tricks to avoid probate. Schedule your FREE consult today: 704-749-9244 or online at: mcelderlaw.com.
With rumors of eliminating the step-up in basis on property you should be concerned. We certainly are and have a solution that we would like to share with you. Should you wish to schedule a FREE consult please call: 704-749-9244 or online at: mcelderlaw.com.
Ever have that nagging feeling that you forgot something and it nags at you all day until you take care of whatever it is? Me, too! Greg & Brenton talk about doing the things you forgot to do and gaining clarity and peace of mind in this week's episode of the Elder Law Report.
Greg is really struggling with some tough decisions with growing the firm and his role. All of life’s best decisions are the toughest and that includes estate planning. In this Elder Law Report we examine the value of not holding on too tight. If we can help with your tough decisions let us know: mcelderlaw.com.
Let’s dispel the myth that a trust when drafted automatically controls or holds property. It must be funded. Brenton and Greg talk about how to fund a trust with many types of property and assets.
A rough & tumble format between 2 cantankerous candidates, Rex Rational and Erny Irrational. These 2 face off for your vote of planning versus spontaneity. Which one wins? You decided. For your Free Consult call: 704-749-9244 or at mcelderlaw.com. And remember... This vote is all about you and your future!
- One or more pieces of real estate. Substantial retirement assets.
- Aging & Health Problems.
- No Long Term Care Insurance.
- Blended Family.
Maybe, but you need to be aware of the dangers of doing so and a disturbing trend within the industry. Watch this informative Elder Law Report.
👨👩👧👦Stef and Greg discuss how they built the firm and their family in this episode. Many families work hard to grow, do the right thing and build their careers, businesses and families. You won’t want to miss this NEW short Charlotte Today Show episode!
How will the election effect your estate plan? Brenton & Greg discuss in this week’s Elder Law Report. Schedule your FREE CONSULT today to get your affairs in order. Call: 704-749-9244 or online at mcelderlaw.com/bookfreeconsult.
The biggest irony in life is the fact that it is human nature to avoid hard things. Are you avoiding estate planning even though you know you need to do it? Brenton and Greg talk about overcoming this fear and planning made easy. Schedule your Free Consult today. Call: 704-749-9244 or online at: mcelderlaw.com/bookfreeconsult.
Hayden sent me this poem this morning and I wanted to share it with everyone. Let’s treat everyone with the respect they deserve. A long life well lived is full of ups and downs and love and loss. If we can help you are your family please give us a call at: 704-749-9244 or book your FREE Consult online at: mcelderlaw.com/bookfreeconsult.
Brenton and Greg talk about this hot topic in this week's episode of the Elder Law Report. Schedule your Free Consultation today by calling 704-749-9244 or online at mcelderlaw.com/bookfreeconsult.
I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust like an irrevocable or convertible trust. Many Americans have much of their savings tied up in traditional Individual Retirement Accounts (IRAs) or 401ks painting an asset picture that is “Qualified Fund Heavy”. That means their funds are locked in tax qualified funds like traditional IRAs or 401ks. These retirement savings products seem like a great idea at first. They allow you to set aside money each paycheck, pre-income tax, and allows that money to grow. You are not taxed on the gains or in other words, there are no capital gains taxes on the growth of the investments inside of the IRA package. However, you are penalized 10% for any withdrawals you make prior to age 59 and you must start taking distributions from the IRA at the age of 72. The distributions from your qualified retirement assets can provide much needed income well into your retirement. However, these types of assets (401ks and IRAs) cannot be legally protected with estate planning tools like trusts. Simply put, your traditional IRA or 401k cannot be moved into a trust to be protected; not in their current form, at least. To be placed into a trust they would need to be liquidated first...
Why use a trust to protect assets like retirement funds?
✅Pros & Cons of Estate Planning: 🤷♀️Why haven't I protected my hard earned money and property with an estate plan? Eugene and Greg explore that question as they go step-by-step over the pros and cons of estate planning.
In this episode learn:
⚜️The high costs of waiting.
⚜️How planning can be very affordable.
Schedule your FREE CONSULT today! Call: 704-749-9244 or online at: mcelderlaw.com/bookfreeconsult.
I wanted to RAVE about our services for a minute if you will allow:
3 Departments:
- Estate Planning (Pre-Planning)
- Benefits Planning (Medicaid and VA)
- Probate
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POWER TO THE CLIENT!!! Cool technology here that is EASY to use. We think you will love being able to book your own FREE conversations with our offices and attorneys right from your phone or computer. Try it out!
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We look forward to serving you!
$$$ Is price your concern? We are flexible. Taylor explains our pricing plans and the cool 😎 services our clients enjoy for FREE. Speaking of FREE. Schedule your FREE consult today: mcelderlaw.com/freeconsult.
⏱Estate Planning Seminar in 10 Minutes.
What you will learn:
✅ Why Start with Foundational Planning?
✅ Can Protective Deeds Save My Home?
✅ Are Trusts Right For Me?
❗️FREE OFFER: FREE CONSULT FOR YOU❗️
‼️SCHEDULE TODAY‼️
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📞 704-749-9244
Happy Anniversary to my wife of 21 years, Stefanie! I love this evening. Perfect! Good weather, good food and great company. Our lives have changed over the years. Yours will too. Let us know if we can help you and your family. Schedule your FREE CONSULT today. mcelderlaw.com/freeconsult.
🍿 WE DID IT!!! We just finished our 📽 DRIVE-IN SEMINAR‼️ and we RECORDED IT just for you and your family. I am extremely excited to bring you our FREE, recorded ESTATE PLANNING & ELDER LAW seminar. Just for watching you will receive this 🔥🔥🔥SPECIAL OFFER: FREE CONSULT: mcelderlaw.com/freeconsult
✅ In this FREE VIDEO you will learn:
🔅 How to protect your money and property.
🔅 How to avoid a Medicaid Spend Down.
🔅 How to get your affairs in order.
👨👩👦👦 We hope you and your family enjoy watching as much as we enjoyed presenting.
🔥🔥SPECIAL OFFER: FREE CONSULT: mcelderlaw.com/freeconsult
SPECIAL OFFER: FREE CONSULT: Have you gotten your affairs in order? Is your family taken care of during this time? We are offering FREE CONSULTS for estate planning and elder law legal issues to individuals and families during this time. We are here for you. To take advantage of this SPECIAL OFFER call: 704-749-9244 or go to mcelderlaw.com/freeconsult.
CHARLOTTE TODAY SHOW! Greg & Eugene discuss estate planning and make available a FREE digital version of the Magazine, the Elder Law Report . 2020 . Digital Edition. Get the magazine now at mcelderlaw.com/magazine.
ARE YOU READY? ARE YOUR AFFAIRS IN ORDER? Find out in this LIVE Estate Planning Seminar where Greg, Brenton and Hayden discuss all your FOUNDATIONAL DOCS that you need as well as Trusts and Lady Bird Deeds. Great FREE CONSULT offer within this seminar. Take advantage by calling: 704-749-9244 or online at mcelderlaw.com/estateplanning.
Elder Law Attorneys, Greg and Brenton, lay out how you can get your affairs in order and save your hard earned money and property.
Americans have fought for our rights for centuries. Now they are suspended. How could this shutdown affect your estate and your rights? Brenton and Greg discuss.
SPECIAL Elder Law Report. Health Update from DeShay Oliver, the Interim Healthcare Director of Cleveland County, NC and then Greg, Brenton and Hayden talk about the Question: Can we reopen our society in a thoughtful way?
Greg, Hayden and Brenton discuss ways to avoid Cabin Fever and also speak to Sheriff Alan Norman ways to avoid SCAMS. Lots of information covered in this episode of the Elder Law Report.
Stef shares a little about the peace that comes with having your Estate Plan in place, and having all your “docs” in a row. We are offering In Person, Telephone and Video Consults FREE OF CHARGE during this crisis. Call us: 704-749-9244 or online at mcelderlaw.com.
Brenton, Greg & Hayden LIVE on the radio Elder Law Report about the Getting Peace if Mind in Trying Times Times. SPECIAL OFFER: FREE Consults during this crisis. Call: 704-749-9244 or online at mcelderlaw.com.
What do you need to do in these trying times to be prepared? Find out in this eSeminar. We discuss Foundational planning, Trusts and Deed Planning. Watch for the SPECIAL OFFER at the end. Call: 704-749-9244 or online at mcelderlaw.com.
SPECIAL!!! Elder Law Report: Coronavirus. Greg & Hayden hash out the issues of the day with this State of Emergency. Hayden has some tips for seniors to stay safe and they discuss estate plans and quarantines. Learn more: 704-749-9244 or online at mcelderlaw.com.
Elder Law Attorney Greg McIntyre puts on a FULL FREE LIVE SEMINAR entitled “Plan While You Can”. In these uncertain times it is important to ensure your estate plan can withstand any emergency. You need to know your rights and know the pitfalls. Enjoy! For any questions or to schedule a consultation call: 704-749-9244. Thank You and Happy Planning!
Important Firm Updates! Lots of things are going on right now. The governor of North Carolina just announced that all public schools will be closing for two weeks. Also, all communal living healthcare facilities (nursing homes and assisted living facilities) have been closed to visitors which means family members, attorneys, notaries, and witnesses. What do we do and how do we deal with and cope with this situation? I am not one to sit back and simply do nothing. You shouldn’t either...
In a world of chaos and corona virus and the 24 hour news cycle we are on a Merry-Go-Round of fear and anxiety. When we stay that way we are being controlled. How do we take control and not be controlled? How do we find peace of mind in trying times? Pause, get off the merry-go-round, look around you. What do you have to be thankful for? Start by taking inventory, setting goals and making a plan. Important information out out on this Today Show appearance. Learn more: 704-749-9244 or online at mcelderlaw.com.
ALERT!!! Nursing Homes and Hospitals are starting to lock their doors! They are starting to confine people and deny access to family and professionals. What this means for your estate plan and options RIGHT NOW! Learn more: 704-749-9244 or online at mcelderlaw.com.
Brenton and Greg “DO NOT” want to talk about the Corona Virus or contribute to fears. In this episode of the Elder Law Report they take on this important topic in a practical way.
The Ferris Wheel of Life. The important thing is leaving a legacy. I am drafting a family letter about my life and what my legacy is to my family. Let’s go to the top, swing a little and look over the landscape of your life. Get on the Ferris Wheel with me! Learn More: mcelderlaw.com.
House Rules! If you don’t know the house rules then you are gambling with your families future. Know the House Rules! Learn more in the Elder Law Report.
What is an Estate? Learn more as Colleen and Eugene uncover misconceptions about estates.
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The Elder Law Guy walks you through the key aspects of the Secure Act and breaks down what you need to know in this short, informative podcast. Related Article: https://mcelderlaw.com/the-secure-act
What is an Estate? The RETURN of Hayden Soloway to the Elder Law Report is EPIC as the team discusses what an estate is. Do You Have An Estate?
2020 Vision in 2020:
I think planning gives you clarity… In that respect, Elder Law is Clarity. It helps families plan, think about the future, protect assets and gain peace of mind. As we head into the new year, everyone is making and breaking resolutions. I love this time of year because of the planning aspect. I have been planning for our firm, my wife and I have been planning our goals for our family this year. This is a perfect time of year for people, families to get their affairs in order, make plans like Estate Planning and gain the clarity and peace of mind that comes along with that.
Review What You Have.
Talk about past documents that may be out of date. For example, 25 year old Wills. In Probate, we see it daily, invalid Wills, Named executors who have passed on, etc. Revamp documents. Know what you want to leave to your loved ones that is existing now. Sometimes people will name specific things in Wills, that no longer exist..Then it's a hassle when it comes time to probate the Will.
Take Inventory.
Define Your Goals.
What are your plans?… to take a cruise for 10 years? To spend all money down? To preserve money for the children and/or grandchildren? To send them to college? To protect assets in the event of long term care? The retirement… The house?
Meet & Discuss.
Meet with your spouse… Family if need be… Communication is great here!
Meet with a professional to discuss how to accomplish your goals and make a plan.
Now you practice Estate Planning & Elder Law…. That is what your firm does… You can help?
Absolutely…. I would be glad to help.
Q. What is a planning session like with you?
Very easy… We sit down with the client or family and walk through the assets, define goals… flush out what is most important? Control of assets for example or protection of assets. Then we use our legal knowledge, tools and experience to help the client plan for the future. It’s really that simple. AND… Once their planning is done you can see the peace of mind it gives people. That’s what I love.
Q. So how might people get in touch with you and your firm, Greg?
Call us at: 704-259-7040 or online at mcelderlaw.com/estateplanning… That’s mcelderlaw.com/estateplanning.
We would love to help people kick off 2020 with peace of mind and estate planning in place. It is a perfect time of year to get this done!
Get 2020 Vision in 2020! Greg lays out a 4 step plan to FINALLY get that much needed plan in place that brings with it the peace of mind and clarity you so justly deserve. Learn More: mcelderlaw.com/estateplanning
Happy New Year to everyone out there from me and the McIntyre elder law team! Exclusive right here 2020 we will be working extremely hard for clients and adding nursing home litigation to our areas of practice. We will always fight for you! Happy New Year!!!
A power of attorney document should be straight-forward, right? You just name a person or two in a cookie cutter document and they act as your agent . . . easy peasey. As you probably guessed, since I’m writing a whole article on it, a power of attorney document must be tailored specifically for you.
Let’s Define Let’s begin by defining a power of attorney. It’s a document where in which you name a person to act on your behalf, as if they were you, for legal, financial, or healthcare purposes. The person who gives the power is the “Principal” and the person who receives the power is the “Agent”. The “legal and financial” power of attorney is known as the General Durable Power of Attorney; this is separate from the “Healthcare” power of attorney. General means that it covers, generally, all legal and financial matters. Durable means that the power survives incompetency, incapacity, or lapse of time.
Does it Look Legit? Okay, so this doesn’t sound like it should matter, but it does. Your power of attorney document, by its nature, is a document that is shown to a third party—that is, a person other than the principal or agent. The agent using the power of attorney needs to be able to use it and if a third party e.g. bank questions its legitimacy, it could delay very important tasks the agent needs to fulfill.
Does it give the requisite Authority? Just because a power of attorney is general, does not mean it gives your agent the necessary powers to meaningfully act on your behalf. Some powers of attorney fail give certain powers that your agent would need to protect you in a variety of situations. But, just as important, some powers of attorney do not make it clear what power is being given.
Let me explain by way of example: you are named as agent and in the power of attorney document it says that you have the authority to engage in banking transactions. You go to the bank, and for a good reason, you ask to close out the principal’s bank account and have a check made out for the funds in the account. The bank asks to see the power of attorney document and you point to the provision that says you have the authority to do “banking transactions”. But what does that mean? Surely “banking transactions” doesn’t include everything that can be done with regard to a bank account. The bank wants to err on the side of caution, so they refuse to do what you ask even though you have power of attorney. Your stuck and all because the document isn’t specific.
When is it Effective? You should ask when the power of attorney actually becomes effective. Some people have what’s called a springing power of attorney. A springing power of attorney means that the power only “springs” forth when the principal becomes incompetent, incapacitated, or otherwise unable to act for themselves. If the power of attorney is not springing, then it becomes effective immediately upon signing.
So, which one should you have? Well, the springing power of attorney makes some people, whom may be hesitant to give away power, more comfortable. But, its inefficient. For example, how do you prove someone is incompetent? Maybe you need to get their primary physician to write a letter. This can take days or even weeks to accomplish.
You name and agent so that they can act on your behalf, they step in and make day-to-day decisions as well as big decisions, and you want them to be able to make these decisions immediately when they’re needed. Delay can cost money, assets, and inheritances. It can also subject the principal to healthcare scenarios that they specifically want to avoid.
Does my Power of Attorney Work for Me? Lastly, you need to ask: does my power of attorney work for me? If you want a review of your power of attorney documents or if you have questions about your estate plan, let the experienced attorneys at McIntyre Elder Law assist you. Call us at (704) 259-7040.
Over the holidays everyone is getting together and catching up. This can provide a prime opportunity to have those tough conversations about protecting assets and making sure we have the right people in place to handle our affairs if we can't.
It’s that time of year again. Time for our family of clients to schedule their free annual reviews. If there has been a change in your family, and your life during the past year it is a great time to schedule your free annual review to ensure you were state plan still meet your needs. Call our office today to schedule: 704-749-9244 or online at: mcelderlaw.com.
IF YOU ARE A CLIENT:
I hope that this letter finds you well, and I want to tell you how much I value the trust you have placed in me as your attorney. As a service to you and my other valued clients, I offer a free review annually, not only to have the chance to visit and catch up with how you are doing, but also to review your estate plan and other documents in light of any possible changes. Such changes can occur because of a change in your situation or at the whim of a well-intended legislator, but with just a few minutes in my office, we can insure that everything is in place in accordance with your needs and wishes. Below is a short list of some such occurrences which may create a need for minor – and, infrequently, major – changes to protect your home, other property and assets, and your hard-earned money:
· Marriage | · Birth of Child
· Divorce | · Birth of a Grandchild
· Death of a Spouse or Family Member | · Child Becoming 21
· Purchase or Sale of a Home | · Change in Resources/Inheritance
· Purchase of Rental or Vacation Home | · Special Needs Child or Spouse
· Declining Health | · Aging
Please call at your convenience, and we will set up a few minutes for you to either come to my office or, if you would prefer, meet in your home – or in a restaurant over a cup of coffee (I’ll buy). As always, whether or not you have any changes which affect your situation, there is no obligation for this meeting; it is totally free of charge to you, a valued client, and I look forward to hearing from you soon. You may reach me at my office at 704.749.9244.
Very Truly Yours,
Gregory S. McIntyre, JD, MBA
Attorney at Law
On this day I am thankful for everything in my life. For the people whom I love. For my work. For my team. For my family. I am even thankful for the bad times because they taught me lessons and helped me appreciate the good times even more. Happy Thanksgiving to you and your family. - Greg McIntyre
Elder Law Report: How to Protect the Things You are Thankful For: ALSO... Join us for our office Thanksgiving party!!!
How to Protect the Things You are Thankful For
Why Brenton Practices Elder Law: Brenton talks about his career, tells us a little bit about himself, and why he practices elder law.
Why Brenton Practices Elder Law
Elder Law Attorney, Greg McIntyre, explains why he practices Elder Law and founded McIntyre Elder Law, a Firm with a focus on estate planning and elder law. Learn more at mcelderlaw.com or call: 704-749-9244.
Wow! great show today on the Charlotte Today Show! Greg, Colleen and Eugene talk about Lady Bird Deed's and how they can SAVE YOUR HOME. Get the LBD Map here: mcelderlaw.com/lbd or call: 704-749-9244 to learn more.
Lady Bird Deed Map!!! Wow! great show today on the Charlotte Today Show! Here is the In Depth After Party where Greg explains a Lady Bird Deed and how it can protect your house. Get the LBD Map here: mcelderlaw.com/lbd or call: 704-749-9244 to learn more.
Financial Planner, Robin Woodell, with Emerald Financial talks about the importance of financial planning, how it differs from legal planning and how important it is for professionals to work together on behalf of the client.
Geriatric Social Worker:
How can a Geriatric Social Worker help you and your family? Find out from special guest and Geriatric Social Worker, Valerie Juleson. Ms. Juleson has a Masters in Social Work from Columbia University and educates us on the different types of social work and how she helps families cope with aging issues.
See the newest innovations we are bringing to estate planning, elder law and the legal industry. We are always striving to bring clients great service in new and innovative ways.
Can a trust help you avoid probate, taxes and protect your assets? Brenton and Greg discuss different types of trust and their uses and benefits. Learn more at mcelderlaw.com/trustmap or call: 704-749-9244.
Sometimes when a loved one passes personal items need to be inventoried, evaluated and sold. Sometimes cleanup is required to ready a property for sale. In some circumstances cleanup is required prior to a loved ones passing. Our guest, Colette Ross with Timeless Collage and Estate Services joins us today to talk about Estate Sales and Property Cleanup.
Greg McIntyre: Greg McIntyre with McIntyre Elder Law helping seniors protect their assets and legacies. And I'm here today with an interview. Okay. I love interviewing people who have services that are valuable to seniors and their families. So I'm here today with Colette Ross. Thank you for being here today.
Colette Ross: Thanks for having me.
Greg McIntyre: Yes, and she's with Timeless Collage & Estate Services LLC. And guess what that is? I don't know. You tell us what is Timeless Collage & Estates Services LLC?
Colette Ross: Timeless Collage & Estate Services LLC is an estate liquidation and estate services company. We serve clients in Charlotte and surrounding areas like you mentioned. In order to assist them with the organization and preparation for moving out, selling, or cleaning out their personal property.
Greg McIntyre: Understood. Okay. That was very good. You've said that a couple of times.
Colette Ross: Just a couple.
Greg McIntyre: Yes. So all right, so moving out selling. So it could be helping people move out before someone passed away. Is that right?
Colette Ross: Sometimes that does occur if indeed...and a family is in need of downsizing services and assistance with that process. For example, if somebody latter in life is moving into assisted living, we help with resolving the personal property within the home prior to their move to assisted living to allow to alleviate the burden labor.
Greg McIntyre: Does that include auction services, things like that?
Colette Ross: We do not auction, although we do have associates that do if indeed the estate warrants are auctioning. But we perform onsite tax sales.
Greg McIntyre: Onsite sales.
Colette Ross: That's right.
Greg McIntyre: So estate sales.
Colette Ross: That's right.
Greg McIntyre: Right, right. And you're serving Charlotte and the surrounding areas. Correct?
Colette Ross: Yes.
Greg McIntyre: So I see situations or hear of situations all the time and I think it's sad and I'm not sure why it occurs, hoarding. Have you run across things like that?
Colette Ross: Well, the generation that is in the latter part of their life today is result of the depression era. And those folks tended to have not thrown anything away. So hoarding in itself, [inaudible 00:02:23]. Low and behold is actually a psychological illness that people suffer and yeah, it does happen. And there are folks who have an overabundance of items. Sometimes they don't even know what they have, and the families are so overw
Greg, Colleen and Eugene talk about protecting assets with Trusts. Also get the FREE Trust Planning Map! mcelderlaw.com/trustmap
PostShow: TRUSTS!!! We are taking trust today fresh off the Charlotte today experience. Get the Trust Planning Map FREE at: mcelderlaw.com/trustmap.
Whether you are John D. Rockefeller, Sr. or not. I would argue that the smaller the estate sometimes the more it matters. That home can really be valuable to the family. The retirement savings needs to be protected and needs to last.
The children and grandchildren are watching whether you realize it or not. Set a precedent of planning.
Elder Law Report: Today our guest is Mike Mannion, a Certified Senior Advisor with Senior Care Authority. Mike talks to us about how to find the right care facility for your loved one. Learn More: 704-259-7040 or mcelderlaw.com.
Greg, Colleen and Eugene talk about the importance of Wills and Avoiding Probate. Learn more: Call: 704-749-9244 or online at: mcelderlaw.com.
Greg sat down with Frank Samson for the Boomers Today podcast today. A great interview with Frank who is himself a Senior Care Advisor and founder of Senior Care Authority.
Greg McIntyre is VA Certified and an Elder Law Attorney based in North Carolina. He became a lawyer to fight courtroom battles which he did for years. However, after working in an environment where the focus was always on the next billable hour, he started McIntyre Elder Law practice because he was interested in being more than just a lawyer. Greg was interested in making a difference in his clients’ lives. Sponsor: www.SeniorCareAuthority.com
Greg & Brenton have made it their cause to work hard to effect change in the Guardianship laws in North Carolina. Here they engage in a great discussion and debate over the current Guardianship laws and how they affect families.
A serious look at problematic Guardianships involving elderly adults in North Carolina. Are they constitutional? Fair? Make up your own mind after reading this article.
Special Needs Trusts. What are they and how they can help. From planning for a special Needs grandchild or child to planning for a long Term Care Medicaid emergency. Special Needs Trusts are a great tool. Learn more at: mcelderlaw.com or CALL: 704-749-9244.
Avoiding GUARDIANSHIPS: Special guest appearance from Larry Sprinkle! Post Show Recap!!! Let’s dig into Guardianships a bit more. There are so many aspects you need to know. I am sooo passionate about this. Call: 704-749-9244 or online at: mcelderlaw.com
Charlotte Today Show appearance about how basic estate planning can help you avoid the expense and court proceedings that are Guardianship Proceedings.
As promised!!! LIVE FULL Asset Protection seminar FOR FREE right on Social Media... All for you today. ANY QUESTIONS? Go to: mcelderlaw.com or call: 704-749-9244.
Had a great time with Coleen Odegaard today from the Charlotte Today show on WCNC/NBC. Great discussion about estate planning. It is my hope to be their trusted advisor for estate planning and elder law issues.
My beautiful wife, Stef and I sat around a conference table today and signed our Estate Plan. Stef brought 3 of the kids with her... Little girls... I really enjoyed the signing and enjoyed the process. It was really great to go through the estate planning process with our office and be done with it! Talk about peace of mind. Feels so good. Are you ready? Learn more: mcelderlaw.com/estateplanning or call: 704-749-9244.
Greg and Brenton have a little fun on a Saturday and spell out a quick and easy blueprint for how to address your estate planning. What should you do when Crazy & Unexpected events happen? The foundational playbook right here.
Greg was on NBC's Charlotte Today Show this past week and recapped the appearance and talks about the book Saving the Farm and Saving your assets and legacies in this post TV appearance show recap.
Feeling beat up... Just finished a long day of work and workout. On because I need to be not because I want to be. Probably not much different from most folks. Did I set aside time for me today? Learn More: mcelderlaw.com/estateplanning or call: 704-749-9244.
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July 4th thoughts. Being an American is all about action. Taking actions to secure our freedoms… Taking actions to prosper and take care of our family… Taking actions to protect our hard-earned money and property and our loved ones.
Think your home and money are protected because you are married? Think again. Here I illustrate how you are vulnerable and how to protect assets. Thanks to my wonderful wife and kids for the assist! Learn More: mcelderlaw.com/estateplanning or call 704-749-9244.
$21k+ in Back Pay for Veterans Aid & Attendance Pension Benefits is a life changer... So glad we could help!
Avoiding Elder Abuse. Have you taken the right steps to protect you or a loved one from elder abuse? Greg and Brenton talk about the problem and some legal steps you can take to protect yourself or the Senior in your life.
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The different types of trusts. Are they for you? Do you want to have control of your assets even after you die? Call: 704-749-9244 or online at mcelderlaw.com/estateplanning
20th Anniversary Special: Stef and I think communication is key in our marriage. We think it is also key in making plans and protecting assets and the family. Watch this special 20th Anniversary Edition of the Elder Law Report. Call: 704-259-7040 or online at: mcelderlaw.com
Let’s talk about what it is and is it for you? Learn more. Call 704-259-7040 or online at mcelderlaw.com/estateplanning
70% of Seniors are going to need some type of long term care. Let’s talk about Estate Planning and getting your affairs in order. Call 704-259-7040 or online at mcelderlaw.com/estateplanning
Brenton and Greg have a great discussion about how to use assets to provide long term care insurance as a protection for the rest of your assets.
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Guardianships: How easy is it to take away your freedom? Find out in this recent Greg Rant after a long hard day at the office...
Walk through the eDocs Access system provided by our firm as a value for the client at no extra charge. Cutting edge technology allows the client to access all important legal docs 24 hours a day, 7 days-a-week.
Probate Process. What is it? Why and what you need to know. Learn More: Call: 704-259-7040 or online at: mcelderlaw.com/probate
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theelderlawguy
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Change is constant. I’m going through all kind of changes right now. Are you? Contact us: https://www.mcelderlaw.com/contacts/
- What is Long Term Care Crisis Planning?
- What are the commonly held misconceptions versus the reality of what can be saved and how it works?
- What is the asset protection and application process?
These questions discussed and more in this episode of the Elder Law Report.
Greg McIntyre, JD, MBA
Elder Law Attorney
Brenton did an amazing job at Monday’s seminar at the Levine’s Cancer Center. Really incredible watching him grow and develop. We have a great work family. Love all of them. Very grateful. Learn More: mcelderlaw.com
blessed
Check out my Podcast on Estate Planning & Elder Law Issues. The Elder Law Report. Search on iTunes, Stitcher, Google Play Store or your podcast app. Thanks for listening!
The SECRET to getting the most out of your visit to an attorney.
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Mother’s Day is coming up! Buy Saving the Farm for the wife, Mother, Grandmother in your life today. Top ranked 4 Star guide to saving your hard earned money and property. Click Here: https://www.amazon.com/Saving-Farm-practical-guide-America/dp/1533642702
I can’t overstate why Estate Planning is so important. If the timing is wrong or if you wait too late it could mean everything. Literally everything. Don’t wait! If the timing is right or even if it isn’t... call us. We can help: 704-259-7040. Or online at mcelderlaw.com.
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Let’s talk about the costs difference between long term care insurance now and later.
elderlaw #attorney #lawyerlife #lawyer #lawfirm #lawyers #attorneys #firm #estateplanning #assetprotection #networking #professionals #education #training #insurance #ltcinsurance #longtermcareinsurance
Are you eating well? How does nutritional intake decline as you age? What can you do about it? All this and more in this episode of the Elder Law Report.
Working on language for the mymcfi.com website... Coming Soon - McIntyre Financial.
KNOW THE FACTS
Medicare WILL NOT PAY for Long Term Care. Many people are under this mistaken assumption. Medicare will pay for healthcare items like emergency visits to the hospital or checkups but not for long term care such as in home, assisted living or nursing home care.
70% of seniors will need some type of long term care: In Home, Assisted Living or Nursing Home Care.1 Those are huge numbers/odds. Do you want to play those odds? Knowing is half the battle and allows you to plan ahead. Long Term Care insurance can take a fraction of total income or assets to help protect the remaining money and property and give more access to in home, assisted living and nursing home case.
Effectively Eliminate the "Look-Back Period". Many seniors are worried about a Medicaid Look-Back Period to protect assets and pay for long term care. With the right Long Term Care insurance option you can effectively eliminate a look-0back period for a long term Medicaid benefit giving you an insurance option to help pay for any long term care need while acting to protect assets during that time period. This can be a tremendous help to a family and can be the difference between protecting their hard earned money and property and losing everything.
1 2017 US Department of Health and Human Services (www.longtermcare.gov)
I’m starting an open door policy! Anyone who is an attorney, in law school or thinking about going to law school and has any questions... Contact me. I’ll meet in person or by video chat to answer them. #giversgain
Greg & Stef sit down to discuss the state of the firm, life and relationships of busy professionals, a growing family and firm. Everything in life involves change and growth. There are costs ad pains associated with growing. We are experiencing those in a big way but refuse to be deterred. If there is anything I love it is a challenge!
Greg McIntyre
a/k/a The Elder Law Guy
a/k/a LawyerGreg
#growingpains #smallbizlife #marriage #professionals #elderlaw #attorney #lawyer #learning #training #firm #lawfirm #estateplanning #medicaidplanning #overcomingproblems
Does property pass to your husband/wife/kids? Find out in this episode of the Elder Law Report.
Can I use my Power of Attorney outside of the United States? Find out in this short ELR.
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“Firm Family Matters”: This week’s episode: Family Biz. Greg & Stefanie give a tour of the new Charlotte office and talk about the family biz. Stay tuned every week for a new “Firm Family Matters” episode where we will talk about law, biz and family and not necessarily in that order.
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Searching for the right info can feel like this. We can help! Learn more: mcelderlaw.com/store
I am so through the roof excited to bring you the eStore! McIntyre Education meets you where you are right now. Purchase eCourses to learn about Estate Planning, Elder Law, Long Term Care Medicaid Planning, Veterans Pension & Disability and more. Purchase Podcast Bundles, Books, enroll in Elder Law University for access to all premium education videos, podcasts and eCourse content. You can even purchase MEL Swag. Explore the store and find something that helps you right now.
#elderlaw #estateplanning #learning #education #theelderlawguy #training #ecourse #ecourses
Talking today about the different rules for Long Term Care and Special Assistance Medicaid in North Carolina. There are subtle differences and you must plan differently under each one. Enjoy!
Medicaid #longtermcare #nursinghome #medicaid #attorney #assetprotection
This is a SPECIAL EPISODE straight from Miami Beach... I take on the 3 Commonly Held Beliefs of most seniors and why these beliefs can be dangerous:
- Medicare pays for long term care.
- I'm married so I don't need a will or estate planning because my spouse will get everything anyway.
- I have plenty of money. Why should I worry about the costs of long term care?
theelderlawguy #medicaid #estateplanning #elderlaw #medicare #longtermcare #nursinghomecare #assistedliving #inhomecare #seniors #senior #payingforltc #payingforlongtermcare
I wanted to pop on and do a quick video summarizing deed planning and how to avoid Medicaid liens and probate. Deed planning can save a home and other real estate. Enjoy!
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GUARDIANSHIPS: Can they rip your family apart? What are they? How to avoid them? Should you avoid them?
TIME! It’s all about time. Our oldest son is 19 today. Yesterday it seams like he was 2 and I was holding him in my arms. Only so much time. I am structuring my whole practice around time... mine and yours.
Elder Law Report: CAREGIVER AGREEMENTS! we have been getting a lot of questions on these lately. Families can use caregiver agreements and not just with professional agencies to care for loved ones. Listen for more details.
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Home? Retirement? Worried about Long Term Care? We have a special event and offer for you. Check out these special upcoming events and this special offer.
Charlotte Call: 704-998-5800
Shelby Call: 704-259-7040
PLAN OR NO PLAN - LIFE IS COMING IN 2019: Are you and your family prepared? Are your retirement and home safe? You should be armed with a plan. Your retirement and home should be protected. I wrote a book that will help you answer those questions...
Order your copy today: mcelderlaw.com/savingthefarm
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2018: Success & Failure . This year was packed with both success and failure. Spending time one place takes away from another. I’m constantly juggling and struggling. Reviewing failures and successes of 2018 and looking forward to 2019!
IT WAS A RAINY, DREARY DAY... BUT... WE GOT THIS FILMED AND IT WAS FUN!
ON A MORE SERIOUS NOTE, I REALLY GOT DOWN AND DIRTY IN THIS VIDEO REHASHING THE FAILURES AND SUCCESSES OF 2018. I HOPE YOU CAN IDENTIFY.
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hometownheroes #family #trust #veterans #lawyer #disability #va #medicaid #disabilities #longtermcare #trusts #assetprotection #probate
Elder Law Report: Groundhog Day! Ok. So it’s not Groundhog Day but we “Are” watching it as a firm during lunch and it does apply so much to estate planning. Brenton joins the ELR team to talk about planning differently. Don’t get stuck living the same mistakes as others.
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Our Story will never be finished. We are continually growing. Check out our website: www.mcelderlaw.com/ to see where we've been, where we are and where we are going. Thank you for taking this journey with us. Stay tuned to this series to meet our staff and our family. #elderlawguy #lawyergreg #estateplanning #probate #assetprotection #elr #vabenefits #vadisability
Loved the recent interview with Jacki Sibley of Experience Cleveland County. What a great show. We talked a ton about books, Elder Law and life.
Greg & Stefanie built this firm from “The Ground Up.” This is a love story. A working love story. Through good times and bad, kids raised in offices and more, we have built something we are very proud of. Learn more about our story and the journey we have taken to arrive at this temporary destination. The story is to be continued...
Learn more about how we can help you and yours at: mcelderlaw.com
lawyergreg #assetprotection #savingthefarm #fromthegroundup#ourstory
So I thought I would hsave the 12 Days of Elder Law professionally recorded. I love it! 'tis the season!!! Enjoy.
Lawyer Greg
a/k/a The Elder Law Guy
12 Days of Elder Law! Love this little diddy from Hit Elder Law Recording Artist, The Elder Law Guy! So I really wanted to write this... It was lots of fun to film and fun time with the kids.
blessed #trust #veterans #planning #estateplanning #lawyer #estate #disability #va #medicaid #disabilities #longtermcare #trusts #wills #assetprotection #elderlaw #respite #veteransbenefits #lookbackperiod #veteranspension #livingwill #medicaidcrisisplanning #vapension #vabenefits #pension #lifeestatedeed #deed #serviceconnected #deeds #powerofattorney #healthcaredirectives #vetbens #declaration #declarations
Nikki Haley - Keynote Speaker at the Charlotte Chamber’s Annual Meeting. What a cool meeting and speaker!
Elder Law Report: Black Friday Thanksgiving Special!!!
Stay tuned until the end for a special offer from The Elder Law Guy. The Holidays are a great time for families to talk about protecting the things and loved ones they are thankful for!
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What are you thankful for? Let us protect your assets and legacies. Learn more at https://www.mcelderlaw.com/mcp/ or give us a call at (704) 259-7040. #elderlaw #lawyergreg #mapt #medicaid #planning
Happy Veterans Day! Thank you to all those men and women who served. "The land of the free because of the brave." This ELR gives details on veterans benefits and will guide you through the new rules for getting the benefits you deserve. #veterans #vabenefits #elderlaw #lawyergreg #vapensionandbenefits #veteransdisability
I wanted to speak out before now but it isn’t PC at all. Why in the world would you trust your life to a fill in the blank Living Will document??? Why?
This is something I see ALL THE TIME. You must stop using a POA once someone passes away. Listen here and Learn More there: mcelderlaw.com.
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Join us as Greg explains Look-Back Periods and how they work in Long-Term Care Medicaid Planning and Veterans Pension Planning. To learn more go to www.mcelderlaw.com/mcp or give us a call! #theelderlawguy#lawyergreg #medicaid #vetbens #elderlaw #elderlawreport
...with Sarah Dixon from Helping Hands. Learn more and how to pay for it. Stay tuned for bloopers at the end. To reach Helping Hands call: 704-874-1804.
Elder Law Report: Spend Downs:
This is one of the questions I get the most. 1. What is a Spend Down? 2. How do you do a Spend Down? Revealed today! 8 Spend Down methods written right in the Long Term Care Medicaid Rules. Learn More: mcelderlaw.com or give us a call: Charlotte: (704) 998-5800. Shelby: (704) 259-7040.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes
vetbens #medicaidcrisisplanning #assetprotection
Let's talk about the importance of decision making and how the X factor can help you and your family! Learn more at our website www.mcelderlaw.com or give our office a call:
Charlotte Office: (704) 998-5800.
Shelby Office: (704) 259-7040.
theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning #assetprotection
Meet the Teague's: This family wanted to give a testimony of their experience with McIntyre Elder Law in saving Money and Property and activating benefits. This is why I do this work!
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Plan: Caring: Why travel to Creedmore, NC, over 3 hours away on Monday to give a seminar? Because it’s the right thing to do. It’s fun. It’s caring. I’m in this for the marathon, not the sprint. #theelderlawguy #lawyergreg
Elder Law Report: Law & Technology.
Greg & Sonja go to the Clio Cloud Conference in New Orleans, Louisiana to meet with lawyers and tech gurus from around the country and beyond to explore how to better bring legal services to clients, be more efficient and work smarter!
theelderlawguy #lawyergreg #estateplanning #hometownheroes #savingthefarm #medicaidcrisisplanning #vetbens #assetprotection
⚠️ RANT WARNING ⚠️ Are VA Pension Rules Encouraging Divorce? Under the old and new rules, spouses aren’t allowed to be paid caregivers to qualify veterans for pension benefits. Anyone else can. Son, daughter, stranger. If that same couple got divorced, the ex-spouse could get paid. Wrong on so many levels.LEARN MORE: mcelderlaw.com/vetbensCALL: 704-259-7040
Elder Law Report: Should your Real Estate Agent be Senior Certified?Today we speak with Senior Real Estate Specialist (SRES), Dave Edwards with Keller Williams in Huntersville, NC. Dave tells us the many benefits for seniors and their families of consulting a senior real estate specialist when buying or selling a home.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #vetbens #assetprotection
Elder Law Report: The Perfect Storm!NEW CHANGES TO VA PENSION BENEFITS (and opportunities).Today on the Elder Law Report, I am going to talk about the new changes happening with VA Pension Benefits. 3 year look back, community spousal resource allowance ($123,600), and more!Also wanted to let everyone know that we are now hadnling VA Service Connected Disability cases! Call us today.704-259-7040 SHELBY704-998-5800 CHARLOTTE#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #assetprotection
Check out our Charlotte Office located on thr corner of W. 7th St. and N. Tryong St. 10th Floor! There are plenty of afforable on street parking. We are super excited to reach out to the Charlotte community. #theelderlawguy #lawyergreg #estateplanning #savingthefarm #vetbens #hometownheroes #assetprotection #planning #protection #living #healthy #howto #pay #pay #retirementsavings #reach #medicaid #longtermcare #birthdays #parks #episode #nursinghomes
Wow!!! What a nice place. At the Warlick Family YMCA this morning for a “Wills” seminar. Going LIVE!!! Check out this place... and the seminar.
Elder Law Report: What Makes us Different?: How do we cover a region from Charlotte to Asheville? Meet the team that makes it all possible. It’s also the little things. From storyboards to TVs. Check out what makes us special!
A little melancholy today but not too much... Kids are back to school and Hayden joins me again today to discuss... Hayden is determined to help her grandchildren go to college... I am too. How can a little planning help your family? Find out in this episode.
So... I sat down on Sunday afternoon and wrote a jingle for our firm. I miss the old style long form jingles of the 50’s and 60’s. Those were so cool. Even when I was a child every cereal and toy had a jingle. Well... Now, McIntyre Elder Law has a jingle! I’ll keep you posted on versions and updates. This is a pretty good start.
Elder Law Report: Paying for Nursing Home or Assisted Living Care... While not losing your Home and Retirement Savings! I am so pumped to bring you next level strategies to help you pay for care and protect your families assets in the process.#savingthefarm#longtermcare#ladybirddeed#theelderlawguy
LEARN MORE: http://mcelderlaw.com/estateplanning/Elder Law Report Unplugged - What is the most important document you can have?What is a Durable Power of Attorney? A Durable Power of Attorney is a power of attorney that allows the agenet to make financial decisions on behalf of the individual who creates the POA. The term "durable" means that the POA remains in effect event if the principal becomes incapacitated on behalf of him or herself. LEARN MORE: http://mcelderlaw.com/estateplanning/#theelderlawguy #lawyergreg #estateplanning #hometownheroes #savingthefarm #vetbens #medicaidcrisisplanning #assetprotection
LEARN MORE: http://www.taccshelbync.com/Elder Law Report Unplugged - TACC: TACC provides transportation services to all citizens of Cleveland County per space available. TACC is a non-profit agency that coordinates and provides rural and general public transportation for Cleveland County. To schedule your ride with TACC, please call at least 48 hours in advance.#theelderlawguy #lawyergreg #savingthefarm #hometownheroes #estateplanning #vetbens #medicaidcrisisplanning #assetprotection
Elder Law Report: Veterans Aid & Attendance Pension Benefits: Audio Book Chapter from Hometown Heroes. V.A. Certified Attorney, Greg McIntyre, personally narrates this important chapter of his book, Hometown Heroes. Hear the details about the little known pension benefit which can be a huge help to veterans, spouses of veterans or spouses of deceased veterans in need.
Elder Law Report Unplugged -Today we did a tour at the VFW Post 4066 in Shelby, NC with Commander Gene Ramsey. Their mission is to promote community involvement, communication and financial support to qualified military service members and others in the community. WHAT A GREAT ORGANIZATION TO BE APART OF! If you'd like to donate to some of these great causes please write a check a out to VFW Post 4066 and send it to 855 W Sumter StShelby, North Carolina.#theelderlawguy #lawyergreg #savingthefarm #hometownheroes #estateplanning #vetbens #medicaidcrisisplanning #assetprotection
LEARN MORE: www.mcelderlaw.com/estateplanning/Elder Law Report Unplugged: The Elephant in the room. Vast majority of families do not discuss their estate plans with one another. Here’s how to broach the subject. LEARN MORE: www.mcelderlaw.com/estateplanning/#theelderlawguy #lawyergreg #savingthefarm #assetprotection #estateplanning #hometownheroes #vetbens #medicaidcrisisplanning
Stoked! We have 40+k listeners on our podcast. Thank you to everyone out there listening.
Elder Law Report Unplugged - We had special guest, Kenny Rogers a.k.a Tim Sells, this morning on the Elder Law Report Unplugged. Tim talks about how he became Kenny Rogers and all of adventures and travel that becoming Nearly Kenny has provided for Mr. Sells. What an awesome show! #theelderlawguy #lawyergreg #savingthefarm #hometownheroes #estateplanning #vetbens #medicaidcrisisplanning #assetprotection
I’ve had a really big “Life Event” happen. Did I plan for it? How can I plan better in the future? My oldest son graduated yesterday and it got me thinking...Learn more here: mcelderlaw.com/estateplanning
LEARN MORE: http://www.mcelderlaw.com/vetbens/Veterans Aid & Attendance Pension Benefit : Elder Law Report Unplugged – BONUS episode of the 6 part educational series. Little known program with a huge pension benefit. Maximum benefit up to $34,000. LEARN MORE: http://www.mcelderlaw.com/vetbens/#theelderlawguy #lawyergreg #savingthefarm #hometownheroes#estateplanning #vetbens #medicaidcrisisplanning #assetprotection
LEARN MORE: mcelderlaw.com/estateplanning TRUST PLANNING PART 2: Elder Law Report Unplugged - Trusts can be a great tool to avoid probate and protect assets. Trust are not for everyone, however. Is a trust right for you? Learn a bit about Trusts in this episode.LEARN MORE: mcelderlaw.com/estateplanningThe 6th Episode of a 6 part educational series. #lawyergreg #theelderlawguy #estateplanning #medicaidcrisisplanning #vetbens #savingthefarm #hometownheroes #assetprotection
LEARN MORE: http://www.mcelderlaw.com/mcp/Long Term Care Medicaid Crisis Planning: Elder Law Report Unplugged - The 5th episode of a 6 part educational series. You don’t need to lose your house and retirement to afford care for yourself or a loved one. You can afford to live comfortably while your spouse is in care. LEARN MORE: http://www.mcelderlaw.com/mcp/#theelderlawguy #lawyergreg #savingthefarm #hometownheroes #estateplanning #vetbens #medicaidcrisisplanning #assetprotection
Learn more:http://www.mcelderlaw.com/estateplanni…/Lady Bird Deed: Elder Law Report Unplugged - Today, we’re going to look at Lady Bird Deeds, including what they are, what they do, and how they differ from traditional deeds, like regular general warranty deeds or life estates deeds. We’ll also look at how they fit into your estate planning, especially when considering the option of possible Medicaid or protecting against that. Learn more:http://www.mcelderlaw.com/estateplanni…/The 4th episode of a 6 part educational series.
TRUST PLANNING: Elder Law Report Unplugged - Trusts can’t be a great tool to avoid probate and protect assets. Trust are not for everyone, however. Is a trust right for you? Learn a bit about trust in this episode. Click here to learn more: mcelderlaw.com/estateplanning
AVOIDING PROBATE: Elder Law Report Unplugged - The 2nd Episode of a 6 part educational series. Greg explains many different ways to avoid probate with your assets and protect them.*Greg McIntyre is a licensed attorney in North Carolina only.
First Episode of a 6 part educational series. Tune in every Friday at 10am on FB and Insta.
Alzheimer’s & Dementia... When is enough, enough? A tough question I and clients have struggled with lately. No easy answer here. Healthcare POAs and Living Wills don’t function the same in this situation. Should they?
Making the Most of The Time You Have: Hayden Soloway talks candidly about making the most of the time you have with the ones you love. Hayden shares personal stories from her experience with her father and how they made the most of the time they had together. Hayden offers ideas on how you can do the same. #ElderLawReport...#estateplanning#planningahead#nursinghomecare#hospice
GAME SHOW EPISODE: Learn about Estate Planning, Elder Law and the firm in today’s game show episode of the MEL Feud. So much fun today!
ALEXA HELPING SENIORS? That’s exactly what we explore in this Elder Law Report. Amazing some of the ways this little device can help with reminders, locking the house and turning on and off the lights (among many other things)....#seniors#care#qualityoflife#elderlaw#estateplanning
IDENTITY THEFT! It is a reality we live with today. Seniors are especially susceptible. In this Elder Law Report, Greg & Hayden call an identity theft provider and ask questions. We plan to bring our clients a discount to these services....#ElderLawReport#assistedliving#independentliving#longtermcare#activities#estateplanning#assetprotection#assetpreservation#elderlaw#savingthefarm#hometownheroes#identitytheft
TAKE THE TOUR: Summit Place of Kings Mountain: Assisted Living with a Smile! Just a wonderful time and a wonderful place. Sarah Dixon was kind enough to give us a tour of this amazing living space where assisted living is more like an apartment with a nurse around the corner. From assisted living to memory care, Summit Place gives top tier service to its residents....#ElderLawReport#assistedliving#independentliving#longtermcare#activities#estateplanning#assetprotection#assetpreservation#elderlaw#savingthefarm#hometownheroes
New 2018 Tax Law: What are the changes in the new tax law this year? How do they and your family? Accountant Robby Reynolds is here with us today to discuss some of the changes....#ElderLawReport#estateplanning#assetprotection#assetpreservation#elderlaw#savingthefarm#hometownheroes
Elder Law Report: LOVE, LIFE, LEGACY... In the spirit of Valentine’s Day and Love, let’s talk about what really matters. The many ways to show love and leave a legacy!...#longtermcare#estateplanning#elderlaw#vetbens#planning#assetprotection#assetpreservation#savingthefarm#hometownheroes
So honored to speak at the Shelby Rotary Lunch Club today! Great food and such a distinguished group. Many thanks!
Elder Law Report: SCAMS Episode: Hayden and Greg discuss The many scams out there for seniors and how to avoid them....#scams#theelderlawguy
Elder Law Report | 2018 State of the Firm Address: from the flood to the new office we have had an amazing year. In this episode we recap the year and talk about upcoming services we will be implementing in 2018... Loved doing this “themed” episode....#savingthefarm#hometownheroes#assetprotection#assetpreservation#estateplanning#elderlaw#attorney
Elder Law Report: DON’T GAMBLE WITH YOUR FUTURE. VEGAS EDITION. Viva Las Hayden this week as Ms. Hayden goes to Sin City with her husband and joins us for this episode. Looks like she is having lots of fun!...#estateplanning#elderlaw#assetprotection
Elder Law Report: Talking Facilities with Peak Resources, Cherryville. Cheryl Mikell, Administrator, gives us the grand tour of the new facility and discusses levels of care and many other interesting and important details of long term care....Peak Resources (Cherryville, NC)#PeakResources#longtermcare#estateplanninghttps://youtu.be/DEvt--0aJ_o
Planning Ahead. Ms. Yelton came to us to assist in planning ahead for her mother. We are always humbled by a client gives us a testimonial. Thanks so much, Ms. Yelton, for the kind words about our Estate Planning services.
Thanks to Kevin for reading my book and leaving this review. Always grateful for kind words.https://www.amazon.com/Saving-Farm-practical-guide-America/dp/1533642702Too many aging Americans and their families are scared by the prospect of a healthcare event requiring long-term care. How do they pay for it? Will they lose their retirement savings, their home? Where do they turn for answers? Here! This comprehensive guide will help you navigate the legal maze of aging in America and also serve as a reference on many different aspects of senior care. Featuring: - Alzheimer's expert: Teepa Snow. - Adult Daycare Expert: Suzi Kennedy. - In Home Care Expert: Joe Seidel with Bayada Home Healthcare - Assisted Living Care with Kellee Agee, VP, Brookdale Senior Living - …and many, many more!
Elder Law Report: Best Laid College Planning... Hayden’s in Shelby while Greg is in Alabama with his son, Jordan, who is visiting for possible college next year. Greg stresses over the prospect. Have you planned for kids, grandkids to go to college? How will they pay for it? Can your legacy help? Greg talks Trust Planning and more in this interstate episode....#theelderlawguy#trustplanning#assetprotection#estateplanning#savingthefarm
Foundational Estate Planning Appointment. Dianne and I were practicing for a presentation and it turned out to be a great example of a foundational planning appointment....#bnishelby#estateplanning#savingthefarm
Elder Law Report: Hometown Heroes... So proud of our new book about Veteran Heroes next door! Due out this month. Also discussing Veterans Pension Benefits!...#hometownheroes#vetbens#elderlawreport#theelderlawguy
Last ELR of 2017! “Packing Away 2017”. Greg & Hayden review an amazing year and plans for 2018 while putting away the Christmas decorations.....#elderlawreport#veteransbenefits#vetbens#planahead#assetprotectioj#savingthefarm
Christmas Special: Join us for our Christmas Party, Funny Wills and bit of serious planning discussion on this Christmas Edition of the Elder Law Report....#estateplanning#savingthefarm#theelderlawguy#hometoenheroes
Christmas Special: Elder Law Report: Foundational Planning and Lady Bird Deeds. Hayden talk about the importance of foundations and Greg draws out how a Lady Bird Deed works. Take advantage of our Special Christmas Pricing!...#theelderlawguy#christmasspecial#savingthefarm#hometownheroes#estateplanning#elderlaw#medicaidplanning
Elder Law Report: Do’s & Don’ts: How to talk to family about Estate Planning. What better time than the holiday season when families come together? We hope you enjoy this humorous look into family and the sometimes uncomfortable subject of sorting out the family affairs. Some may find it easy but for others it can be very challenging. Enjoy!...#SavingTheFarm#TheElderLawGuy#HometownHeroes#VetBens#HappyHolidays
Elder Law Report: Karen Creech speaks about “The Center” Daycare Services For Adults. Low Cost. Many advantages for seniors and caregivers who need a day out!We Explore:1. What is Adult Daycare?2. Many Benefits?3. How Do I Pay For It?....and much more....#theelderlawguy#vetbens#savingthefrm#caregivers#hometownheroesEast Gaston Adult Day CenterGastonia Adult Day Center
Pre-Order by calling our office today! 704-259-7040 Working hard on my new book, “Hometown Heroes.” This book will feature 20+ interviews with veterans who are the heroes next-door. These are interviews that veterans will relate to. Doing these interviews reminded me so much of my military service. It made me proud. I also showcase and break down veterans aid and attendance pension benefits. I can’t waitTo bring this book to you. Pre-Order by calling our office today! 704-259-7040...#hometownheroes#theelderlawguy#vetbens
LIVE Elder Law Report - UNPLUGGED: From RollOver Pets with Jennipher Hammerstein Harrill and Fred Harrill! Let’s talk pets and seniors... Why this is such an important topic. Want to live longer? Get a pet. Cat or dog? Doesn’t matter. ...#rolloverpets#theelderlawguy#savingthefarm#vetbens#hometownheroesBlue Eyes Social Media Connections
Our Flag Raising Event...Happy Veterans Day! We Salute You! Evan Thompson, Commander of American Legion Post 82 does an amazing Flag Raising Event... I wanted to wait until Veterans Day to raise the flag at our new office. This was the way to do it!...#vetbens#theelderlawguy.com#savingthefarm#hometownheroes
Elder Law Report - Unplugged: Medicaid Crisis Planning. Planning and protecting assets when a family member needs long term care. Hayden Soloway and Lawyer Greg discuss.......#theelderlawguy#caregivers#savingthefarm#medicaidcrisisplanning#vetbens
Unplugged - Elder Law Report: 4th Annual Car Show & Flea Market. Come out today and tomorrow morning. Why senior centers play such an important role in the lives of our seniors......#elderlawreport#theelderlawguy#savingthefarmhttps://youtu.be/FkBHscZ_j38
Full Seminar: What is Veteran’s Aid & Attendance Pension Benefits? Find out in this informative LIVE seminar from VA Certified Attorney, Greg McIntyre.....#vetbens#aidandattendance#savingthefarm#theelderlawguy
Elder Law Report - Unplugged: New conference room at our new office on 233 East Graham Street talking about our upcoming events at the end of October and the month of November! We will also be talking about VA Aid and Attendance since the month of November we will be celebrating Veteran’s Day! Please plug in and join us! #theelderlawguy #newoffice #vetbens #upcomingevents #savingthefarm
Top 3 Things You Need To Do In A Medicaid / Long-Term Care Crisis:I have been working on something brand new for us on Medicaid / Long-Term Care Crisis Planning. It is “GREAT” information so I compiled a series of short videos together for this one piece. mcelderlaw.com....#theelderlawguy#savingthefarm#vetbens
mcelderlaw.com/savingthefarmChapter 9: Choose Wisely, Grasshopper: Selecting the Right Attorney and Firm... in the Saving the Farm Book Review Series... Greg & Hayden discuss just how much training and education attorneys may get in order to focus on different areas of law.mcelderlaw.com/savingthefarm....#SavingTheFarm#VetBens#TheElderLawGuy
You bet. See how technology plays a role in bringing great services to clients.mcelderlaw.com/savingthefarm....#savingthefarm#vetbens#theelderlawguy
Answering the Long Term Care Piece. Protect what you have. Insurance and Legal in one place. I take the legal questions and Phil Champion with State Farm insurance takes the insurance and acid investment questions. mcelderlaw.com....#SavingTheFarm#theelderlawguy#vetbens
NAMI Medicaid Crisis Planning Conference: What a great audience for this topic! How to save your property and qualify for Long Term Care Benefits. mcelderlaw.com#theelderlawguy #savingthefarm
Unplugged! Annual Health Fair with Bayada Home Healthcare. Joe Seidel, Bayada Director has planned an amazing event. Learn about financial planning, legal planning, home healthcare. Have you planned for the future? http://hs.bayada.com/annual-health-fair-2017...#theelderlawguy#SavingTheFarm#vetbens
Protect Yourself - Your Attorney and Financial Planner right here, LIVE! Tune in for education and fun now. #theelderlawguy
Why are you here tonight??? Snack & Yack!!! What happens to your $$$ if you have a healthcare crises? Tune in and Find Out! #theelderlawguy #savingthefarm #vetbensmcelderlaw.com
FREE FULL VIDEO After much debate we have decided to publish the full Medicaid Crisis Planning Seminar for your viewing, free of charge. Do you have a loved one in or that may need nursing home or assisted living care? Are you or your loved one concerned about how to pay for that care? How to protect assets? The Elder Law Guy explains in depth the many ways to have great care options and keep your families hard earned money and property. mcelderlaw.com.......#theelderlawguy#savingthefarm#vetbens
Elder Law Report: Avila Matthews from Cleveland House is discussing affinity and the different communities that offer all-inclusive care. Comment and Share the info!mcelderlaw.com....#TheElderLawGuy #LawyerGreg #TheElderLawReport#VeteransAidAndAttendance #MedicaidCrisisPlanning #EstatePlanning #LongTermCare #VetBens
mcelderlaw.comWhat steps do you take when the Storm's coming? 70% chance of Hurricane Long-Term Care blowing down your house, looting your money. How do you prepare for the coming storm? Tune in live at 10am for the answers from Elder Law Attorney, Greg McIntyre. #savingthefarm #elderlawreport #theelderlawguymcelderlaw.com
mcelderlaw.com/savingthefarmGreg talks about whether you should plan your state with an eye on the state and gift taxation. This is a great question because estate and gift tax rates fluctuate overtime. Tune in for this informative short episode.mcelderlaw.com/savingthefarm...#theelderlawguy#vetbens#savingthefarm
mcelderlaw.com/vetbensAsk me anything! As a certified attorney with the U.S Department of Veterans Affairs, we help veterans and their spouses qualify for this much needed Pension Benefit.mcelderlaw.com/vetbens...#theelderlawguy#vetbens#savingthefarm
LIVE RADIO :Today's Guest! Dick Baker with Healthcare Foundation of Cleveland County. Dick, Greg & Hayden discuss the state of healthcare in Cleveland County and what we are doing about it as a community.
The McIntyre Elder Law team chats around the table this morning and discusses how to talk to your mom or dad about the state planning and protecting their hard earned money and property.
All that and more explained. Lori Livingston & Daniel Dedmon with the Neal Senior Center are here with us this morning to talk about the amazing social, educational, fitness and nutritional services and opportunities offered by this great organization. #theelderlawguy #savingthefarm #vetbens
Straight from our in-office studio, Greg brings in the “Big Guns” from the benefits department with guests Lindsey Spangler and Taylor Shelton. Lindsey is a benefits case worker who assists veterans and their families with processing Veterans Aid & Attendance Applications. Taylor is our firm communications director who assists veterans and their families in setting up appoitnments and other important needs. Greg goes in-depth on the 3 prongs of qualification: Serive, Health and Wealth in this very informative episode.#vetbens#LawyerGreg#theelderlawguy#savingthefarm
Broadcasting "LIVE" from the American Legion World Series. What a perfect setting to talk about Veterans Benefits.mcelderlaw.com/vetbensmcelderlaw.com/savingthefarm.#vetbens #savingthefarm #theelderlawguy
Elder Law Report: Greg, Hayden and guest, Jack Weller from the Boys & Girls Club talks about great causes and charitable Giving! #theelderlawguy #savingthefarm #elderlawreport
Hayden & Greg talk about this important subject where many seniors and their families lose money and property. How could you save it and still qualify for a Medicaid Benefit to pay for long Term Care? #SavingTheFarm #TheElderLawGuy
Hit a homerun with this weekends upcoming seventh-inning stretch festival. Shelby is home to the American Legion World Series and we have a key organizer of this weekends events, Kim Davis, as our guest this morning. Let's talk about fun, family, baseball and maybe a little estate planning and benefits mixed in there too. #savingthefarm #theelderlawguy
Greg & Hayden review this important. It often neglected part of aging in America. Dental healthcare is poorly funded yet so important to self esteem, socialization and nutrition. All these things contribute to longevity. #savingthefarm #theelderlawguy
Penny, Greg & Hayden discuss many offerings of Hospice Care including the need to get to Hospice early. This and many other interesting topics in this great episode. #savingthefarm #theelderlawguy #theelderlawreport
mcelderlaw.com/savingthefarmChapter 4 in the Saving The Farm Series: A Special Word On Dementia Alzheimer's. Greg & Hayden talk about a very tough subject and the interview of anlitetime with Alzheimer's and Dementia expert, Teepa Snow. #SavingTheFarm #TheElderLawGuymcelderlaw.com/savingthefarm
All Your Long Term Care Needs in One Place? Cheryl Mikell, Director of Peak Resources, Cherryville, NC. We talk about levelas of care. Paying for care. Great discussion on LongbTerm Care! #theelderlawguy #savingthefarm
Greg & Hayden review Chapter 3 and discuss the different types of long Term Care and some options to pay for long term care. #theelderlawguy #savingthefarm
Greg & Hayden discuss and summaraize Chapter 2 of Greg's book which helps seniors navigate the legal maze of aging in America. #theelderlawguy #lawyergreg #savingthefarm
Greg and Hayden discuss and summarize Chapter 1 of Greg's book, Saving the Farm. Stay tuned each week for a chapter-by-chapter review, Friday's at Noon. #SavingtheFarm #theelderlawguy
Signs, Signs, everywhere the signs... What are the signs you need to plan and what do you do? Greg, Hayden & Taylor discuss these and other great topics in this information packed show! You can join us live at 10:00 a.m. on WCSL 1590 AM.#TheElderLawGuy #LawyerGreg #liveradio #EstatePlanning #MedicaidCrisisPlanning #VeteransAidAndAttendance #HickoryLawyer #AshevilleLawyer #HendersonvilleLawyer #ShelbyLawyer #CLTLawyer
Charitable Giving! Jack Weller, President of the Board of Directors of the Cleveland County Boys & Girls Club and the Elder Law Team talk about the joys and benefits of charitable giving. Tune in for this great show. #theelderlawguy
Can You Hear Me Now? Better hearing through technology and service with Dr. Kay B. Young, Director of Audiology, Shelby Haearing Center. We are talking hearing aids, options and amazing technology on this show. LISTEN UP! #theelderlawguy
Coming off a week which included our office flooding, we were inspired to discuss how we could have prevented out disaster and how you can prevent yours. At the heart of what we do is disaster prevention. We help families have healthcare options and protect their hard earned money and property. Greg is in Orlando and Taylor and Hayden are in the studio. Watch this fun and informative show!#theelderlawguy
Council on Aging - Buncombe County. The Ins and Outs of Medicare and other Senior Services. Great Show Today!!! #theelderlawguy
What is Probate??? How to avoid it. Greg speaks with Dianne Thackerson about her probate experience and exactly what to do! #theelderlawguy
LIVE! Elder Law Report: Today our special guest is Billy Peeler from Lighthouse Senior Consulting Services. Billy helps seniors navigate the tough waters of finding the right fit for their care needs. #theelderlawguy
ELR: Lose Everything? Winning the Game with Long Term Care! What is it? What is it? Why you need it? With Jason Winn of Winn Insurance. #theelderlawguy
13k Elder Law Report Podcast listens and counting. #humbled #persistence#theelderlawguy
The Job No one Wants to Do! Keith Hawkins of Caring Transitions of Western NC. Keith relieved he stress out of being trapped by your home for seniors & their families. They move you, de-clutter. Clean. When a senior has to move or sell the property. #theelderlawguy
You may be surprised how many seniors are working after retirement. Tune in to hear about retirement job opportunities.I was so amped up after speaking to Debra Blanton. She is so good at so many things and takes on life with only a positive attitude. I could stand to be much more like her. Greg McIntyre#theelderlawreport
LWV: LIVE: Vietnam Veteran Ray Kale tells his story along with his wife, Connie.what a story about the "Real" Vietnam War and the grueling day to day of the soldiers. #theelderlawguyhttps://youtu.be/faBa16XDgwA
LWAV: JD & Virginia Thomas - Married in Military: Could you still fit in your uniform as a senior? I can't still fit in mine. Great love story, here. #theelderlawguy
WTZQ - Hendersonville - With Andrew recording The Elder Law Report! Is it Neesh or Nich? Niche? Who knows. #theelderlawguy
Elder Law Report: WHAT WE FORGOT!!! Don't let the things you forgot jeapordize your hard earned money and property! #theelderlawguy
LIVE: Elder Law Report: Getting & Staying Fit at YMCA with Jessica Bridges - Senior Director of Healthy Living! #theelderlawguy
Dr. Frank Sincox. US Navy Flight Surgeon and Veteran. Great story of becoming a doctor with assistance of the military. #theelderlawguy
Say goodbye to Hayden Soloway as our regular cohost of the radio show. Great info for seniors & their families as well to help you save your hard earned money & property. #theelderlawguy
LWAV: Roger Wuest - Field Artillery Officer. Vietnam Veteran. Special guest. #theelderlawguy
Lunch With a Veteran: Ludy Wilkie - Veteran, Journalist and The World's Greatest Undiscovered Playwright. #theelderlawguy
Military Extravaganza - What one committed high schooler can do for a community. How one special young man has organized a community around a great cause and celebration of our veterans. #theelderlawguy
Jim Quinlan. Marine and Former National Director of American Legion Baseball. Tune in for this Homerun! #theelderlawguy
Should I improve my home for aging or go to a new senior community? Expert, Charles Tarlton Tells Us! #theelderlawguy
Get It Together Seminar!!! Watch this fun and cool event for seniors. I love my job! #theelderlawguy
Lawyer Greg, Hayden and Angela answer your Elder Law Questions! What is Medicaid? What is Medicare? What is the difference in a will and trust? What is a Lady Bird Deed? These and other elder law and estate planning questions answered in this exciting episode! #theelderlawguy
SCAMS! Matt Melvin with the Police Department tells seniors and their families how to avoid scams. #theelderlawguy
The basics every senior and heir family should know. This was a great event and we had a great time. #theelderlawguy
American Legion - Happy 98th Birthday... Learn about Legion Programs for you with District Commander, Evan Thompson! #theelderlawguy
Greg, Hayden, Joe Seidel with Bayada Home Healthcare and Rebecca Higgins of the Daughters of the American Revolution discuss the importance of educating seniors and their families how to stay healthy and protect their hard earned money and property. #theelderlawguy
Do you have all your bases covered? Are you ready for the season of life? Hayden and Lawyer Greg discuss your foundations and how they are important to you. #theelderlawguy #ladybirddeeds #lawyergreg
The Flying Beavers! Veteran David Rose take about his time in the Air Force as a tech inspector and his fun life since.#theelderlawguy#veteransbenefits#vabenefits#veteransrock
Elder Law Presser. First "Official" Press Conference of The Elder Law Guy!!! Hear Lawyer Greg shut down the "Lyin" press. #theelderlawguy
Elder Law Foundations - Valentines Day Presentation at Hospice Cleveland County. Take Care of your Loved Ones!!! #theelderlawguy
The Elder Law Report is now regional!!! We will be covering from Charlotte to Asheville on WOHS and Hendersonville, WTZQ. Very excited to be back, bigger and better than ever. #theelderlawguy
Earl Mace is an Air Force Veteran. Earl's story sounds pretty ordinary until you get to the part about working for the Kennedys. #theelderlawguy
Sergeant First Class Bridges spent 22 years in the Army Reserves including active duty time. She entered the military when it was not common for women to do so. Great story about a strong young woman! #theelderlawguy
Nursing Home Crises Planning!!! Aggghhh. They want all my money!!!! What do I do? Don't do a "hang your head spend down." #theelderlawguy
Tune in to this awesome episode as Hayden and Greg pull from the past to talk about how to plan and how to offer better services to seniors. #theelderlawguy #McIntyreElderLaw
NEW YEARs SPECIAL!!! Resolutions That Matter. We all make plans. Convert those plans into actions. Greg and Hayden talk about their resolutions going into the new year and how to help others protect their hard earned money and property. #theelderlawguy
UPDATES!!! Christmas Special packed with key updates going into the new year. More money for Veterans Benefits! New rules Drastically impacting Special Needs Trusts. The importance of meeting with the family and planning over the Christmas Holiday! Don't miss this special episode. #theelderlawguy
"Marines taught me 3 things that helped me my whole life:1. Discipline2. Teamwork3. People SkillsMarine Veteran, Bob Hayes talks about his experience in the Marines. Great lessons to be learned by all from this short sit down. #theelderlawguy
From Highschool to Vietnam. From enemies to friends. These two have a wonderful story to tell. #theelderlawguy
Gene has been in fire fights and wow the stories of heroism. Gene is a true American Hero. Gene received the bronze star for saving fellow brothers and camelback to the States from the jungles of Vietnam to get his college degree go on to have a stellar career and family #theelderlawguyAs a certified attorney by the U.S. Department of Veteran Affairs, we handle Veterans Aid & Attendance and Disability cases. We are proud to serve our veterans and their families. You may contact our firm by calling: 704-259-7040. Visit us online at: mcelderlaw.com. #theelderlawguy
New! Rain or Fire??? Live At The Conference Table with Hayden & Greg: When will disaster strike? Be prepared and here's how. #theelderlawguy
Lunch with Veteran: Jim Hardin, WWII & Korean War - Fighter Pilot - What Stories. Listen along with us! #theelderlawguyIf you love aviation you will love this!
Gene has been in fire fights and wow the stories of heroism. Gene is a true American Hero. Gene received the bronze star for saving fellow brothers and camelback to the States from the jungles of Vietnam to get his college degree go on to have a stellar career and family #theelderlawguyAs a certified attorney by the U.S. Department of Veteran Affairs, we handle Veterans Aid & Attendance and Disability cases. We are proud to serve our veterans and their families. You may contact our firm by calling: 704-259-7040. Visit us online at: mcelderlaw.com. #theelderlawguy
Evan Thompson has made the military a career and continues to serve with his extensive involvement in the American Legion. Evan is the Commander of Post 82 and the District Commander. Evan obtained advanced degrees while in the military and credits the military for his educational opportunities. Lots to be learned by young and old from this Veteran's stories.As a certified attorney by the U.S. Department of Veteran Affairs, we handle Veterans Aid & Attendance and Disability cases. We are proud to serve our veterans and their families. #theelderlawguy
Predicting the Future! Should you be worried? How will the current change in administrations on the State and Federal level effect passing your hard earned money and property. #theelderlawguy
Turkey Talk: Getting down to business and talking turkey with our families over the Thanksgiving Holidays! #theelderlawguyHow to do it? Why you should do it?You may contact our firm by calling: 704-259-7040. Visit us online at: mcelderlaw.com. #theelderlawguy
Greg & Hayden tell scary tales of Halloween's of old and of Estate Planning Nightmares. Don't have a Nightmare on Probate Street! #theelderlawguy
Greg and Hayden discuss the reasons for estate planning, protecting and passing assets to loved ones. Greg reveals his visual guide to asset protection. Check out that doc in comments or get the printable version by signing up for our eNewsletter at mcelderlaw.com. #theelderlawguy
Special Guest: Tucker. Usually the things that matter the most to us are not the noise and the money. They are items we gather along the way that hold so many of our memories. Greg and Hayden discuss some mementos and memories and how to pass those on to your loved ones. #theelderlawguy
At The Conference Table with Greg and Hayden - Every Friday at Noon. Tune in to this fun and informative show about elder law issues. Find out about current events. Have some fun with Hayden & Greg. Ask your questions during the show in comments and Greg & Hayden will answer them live. #theelderlawguy
Another LIVE At The Conference Table with Greg & Hayden. Today we are live from Deer Brook Golf Club where we helped sponsor a golf tournament for the Make a Wish Foundation. Greg explains Medicaid Asset Protection Trusts and has some fun shooting an AR15 that shoots golf balls. #theelderlawguy
Look Back??? What is That? At the Conference Table with Hayden & Greg. At the Conference Table with Hayden & Greg. Every Friday at Noon, Greg and Hayden come to you with a new Senior and Elder Law topic. This week, Long Term Care Medicaid Benefit Look Back Periods. #theelderlawguy
Find out lots about estate planning and why this seminar is called "So's Your Mother." Lots of fun at the Country Club tonight. #theelderlawguy #savingthefirm
Recorded Live from the 94th floor of The Hancock Center on the heels of the Elder Law Masters Class in Chicago, Il.Trusts are great planning tools to plan for your family's future. They can be as simple or as complicated as we want to draft them but they all still have the same basic foundations. #theelderlawguy
Listen to the Foreword for the book Saving the Farm. We are very proud to have actor and voice artist, Curtis Rosser perform Greg's Book, Saving the Farm. Look for the book on iTunes and Audible coming next week, August 8th!#theelderlawguy
Listen to this excerpt of the audio version of my book Saving the Farm. We are very proud to have actor and voice artist, Curtis Rosser perform Greg's Book, Saving the Farm. Look for the book on iTunes and Audible coming next week, August 8th! #theelderlawguy
LIVE SPECIAL EDITION: The Elder Law Report!!! Join us Right Now!!! Greg talks about the Writing and Protection Seniors! #theelderlawguy
Can a Lady Bird Deed be entered AFTER Medicaid starts??? Lawyer Greg discusses in this quick segment.#theelderlawguy
Do you have your foundations in place? What are foundations. Don't build your house on sand! Find out about foundations in this quick 30 second legal.#theelderlawguy
Greg explains the basics of the lady bird deed in 30 seconds. Check out this short video clip! #theelderlawguy
I have been going down memory lane today. Remembering my grandparents. Thinking about the good times. Watching Disney. Eating pancakes. Don't lament your lack of planning. Remember the good times and avoid the bad. I'll tell you how and what to plan for in this one.#theederlawguy
Guardianship NiGHTMARES!!! Greg takes you through the nightmare that guardianships can be and tells you and your family how to avoid them as you age. #theelderlawguy
Listen to Reverend Doctor Terry Floyd, Hospice Veteran’s Coordinator and Chaplain at Hospice Cleveland County has taken on a new role implementing the ‘We Honor Veteran’s Program’. This is a touching a moving show that showcases how Hospice caters to the needs of veterans and truly honors them. #theelderlawguy
Sybil Huggins, manager of discharge planning for Carolina's Healthcare Systems, Cleveland and Kings Mountain Hospitals, talks about how patients are billed for Medicare and how they are transitioned to either home, in-home care, skilled nursing care or assisted living care after a hospital stay. #theelderlawguy
Dr. Ric Vandett with the Foothills Veterans Stand Down talks about how you can help vets in need... That and you get to see/hear Greg sing cadence just like he did in boot camp. #LawyerGreg #theelderlawguy
Director, Melinda Houser, and Valorie Spearman, counselor for the Lincoln County Extension service explain how the NC SHIIP program helos saves thounsands per year in prescription drug costs for seniors.#theelderlawguy
Expert on Living Wills and Healthcare Powers of Attorney, Len Byers, talks about the history behind these documents and why they are a crucial part of your plan. This is a great show and I learned lots. I hope you will, too.#theelderlawguy
Hayden, Greg and Duncan Blount with Nabu Scholar go deep about the value of passing on your life story to your family and future generations. Sometimes the toughest times in our life are the ones we learn the most from. Instead of just letting the next generation of kids or grand-kids start over from square one you can pass down your life's lessons and leave a legacy of wisdom to your family. Really interesting business and episode. Enjoy!#theelderlawguy#writeurlife
Active Series: This week Angela Padgett from the Leona Neal Senior Center tells us about the Senior Olympics. Stay active with the Elder Law Report. #theelderlawguy
John, Greg and Hayden tell you how to avoid falls as you age and what to look for as a senior or family member of a senior. Staying active is essential as you age.#theelderlawguy
Imagine a no-step community that is for seniors who want to be social and active. That is exactly what our guest, Don Peeler has created in Crystal Springs. A no-step community that is located directly across from a Senior Center full of social activities and friends. The no-step part is so important. The longer you can stay active and prevent falls the more you can extend healthy longevity.#theelderlawguy
Don't Fall! Great show featuring John Jurchack, PT with Healthy at Home and Carolinas Healthcare System.The longer seniors can stay active and mobile the better. John is an expert on falls and how to avoid them. John has been doing physical therapy for seniors for many years and he brings his expertise to the Elder Law Report. #dontfall #theelderlawguy
Great Valentine's Day Show!!! Bayada Division Director, Joe Seidel, explains the advantages of home healthcare and how to pay for it.
Greg and Hayden get to it and talk about Medicaid Crises Planning. Call to reserve your spot at the upcoming seminar: 704-259-7040.#theelderlawguy#lawyergreg@lawyergreg
Hear from Hospice Super Star, Sharon Martin, who presents an in-depth look at Hospice. Sharon has been crucial in educating minority communities on the benefits of hospice and in dispelling myths about Hospice services. #LawyerGreg joins the show Live From New York City! This is a great, fun and informative show. Hang on and enjoy the ride.#theelderlawguy#lawyergreg@lawyergreg
Special guest and financial planner, Jamie Richard brave the Blizzard of 2016 along with Hayden and Greg to deliver this compelling tribute and content about planning and The Greatest Generation. The depression era and WWII generation were simply an amazing group. Jamie talks about Long-Term Care products and how they can protect the money and property of this generation. As an added bonus, Greg plays an interview with his grandfather, WWII Veteran, JC Horne.#theelderlawguy
Hayden and Greg talk about how to protect your money is disappearing because of long-term care calls right now! Also you get to hear a special story about Haydon's years on the water.#theelderlawguy
Greg wears his cowboy boots and gets to work on revealing Medicaid secrets and planning to save your hard earned money property. Tons of energy and excitement in this special show. Focus on Pre-Planning and Medicaid Asset Protection Trusts (MAPTs).#theelderlawguy
New Year's 2016 - Episode: Hayden and Greg discuss New Year's resolutions and how they should be unselfish and acted upon.Top 5 Most Commonly Broken Resolutions:•Lose Weight and Get Fit•Quit Smoking•Learn Something New•Eat Healthier and Diet•Get Out of Debt and Save MoneyWe wish you the best New Year and hope that you set resolutions and keep them but how many times do we fail to do so? Resolutions Mean Nothing Without Action… Actions Speak Louder than Words. Take Action!We at McIntyre Elder Law recommend making a resolution to gain #PeaceOfMind in the New Year by getting your "House" in order! Not following through with common resolutions is one thing but not following through with protecting your hard earned money and property is another. Too many times we put off this type of legal planning. Not following through with a resolution to put in place protective legal documents can result in not being able to pass money and your house to your loved ones. We can help!Worthwhile resolutions you may want to consider:•Protective Deed Planning.•Getting your foundational estate planning documents together.•Will•General Durable POA•Healthcare POA•Living Will•Setting up a Trust for your family.•Setting up a Trust for your church or favorite charity.•Protecting your money and property from a Medicaid Spend Down.Call us and state your New Year’s resolution to “get your legal documents and house in order” and we will provide a free legal consultation to review and discuss your current needs.
As a senior it is just as or more important for you to have proper dental care. Dental care has more to do with health and longevity than you might think. Learn about senior specific issues here...#theelderlawguy
Children get older and move away. It is a fact that many seniors get lonely around the holiday season. Beat the holiday blues! Listen to the show and find out how.#theelderlawguy
American Legion District Commander, Evan THOMPSON, is back to report on many other veteran's needs and Benefits as well as speak more about the American Legion.#theelderlawguy@lawyergreg#lawyergreg
Do you know how many seniors in your community are shut ins and can't cook for themselves? Greg, Heather and Angela discuss all the many services the Senior Center offers the community as well as the Meals on Wheels ministry, which is sure to touch your heart.#theelderlawguy
Brookdale Senior Living is a premier nationwide provider of senior living services and has nearly 80,000 associates. Regional Vice President of Operations for Brookdale’s Southeast Division, Kellee Agee, talks about assisted living, senior services, the future of the industry and more.#theelderlawguy
Very proud to be with District Deputy Commander, Evan Thompson, to learn more about the American Legion and other veteran's programs.#theelderlawguy#lawyergreg@lawyergreg
In this episode Greg and Hayden talk with Debbie Phifer of the YMCA about senior fitness and social programs. It is so healthy to stay active as you age.#theelderlawguy
This is a special episode where I am honored to be able to interview expert in Alzheimer's and Dementia, Teepa Snow. This is a great piece where Teepa and I talk about everything from care to causes and what needs to change in the systems to allow for more humane treatment of loved ones with Alzheimer's and Dementia.#theelderlawguy
Seniors have special dental needs, are often on fixed incomes and rarely have proper dental insurance. However, dental care is so important for quality of life, self confidence and even longevity to the individual. Dr. Lutz-Craver sets her practice apart in how she deals with senior patients and their issues.#theelderlawguy
How do you like your coffee? Where are your important legal documents? Financial documents? Why it is so important to take inventory of your assets, put your financial and legal documents in one organized space. Fill out how you want everything. Order an organizer from us! We will help get you organized. I always say that when you take the time to find all your stuff, to bring it together into one spot and take inventory of what you have then your goals become clear and you know how you want to protect and dispose of your hard-earned money or property. Great show!#theelderlawguy
Expert and director of Helping Hands, Ruth Huffstetler, clears up the differences between Home Care and Home Health Care. Do you know the difference? You should! It could directly affect you and your loved ones.#theelderlawguy
Cecil Burton talks to Greg and Hayden about pre-needs funeral planning and hwo it is a part of any estate plan and part of Medicaid planning.#theelderlawguy
Long time Hospice team member Patti McMurry talks about the many needed services provided by Hospice care. How to pay for it. The history... Check it out.#theelderlawguy
Seniors need to be prepared for the disasters ahead. Listen/Watch this fun episode as Milton, Greg and Hurricane Hayden talk hurricanes and asset protection.#theelderlawguy
Today we feature JOURNEY, a coallition of different professionals devoted to end of life issues experienced by seniors and others. We are honored to have with us the founder of the JOURNEY program, Len Byers and fellow board member, Nancy Abasiekong to speak with us about the JOURNEY program.#theelderlawguy
Special guest, Cecil Burton, talks about the importance of pre-need funeral planning and how it is an important part of an overall estate plan. Pre-Need Funeral Planning is an allowable expense under the NC State Long-Term Care Medicaid rules as it is in other states as well.#theelderlawguy
Learn how community support and professional interaction and cohesiveness can contribute to great solutions for the senior community. Special guest, Jane Wright, of care solutions talks about ACCES group and how to build that community of experts in your area and how it benefits seniors.
Greg sits down with nursing home expert, Kris Thompson, Executive Director at Peak Resources, to talk about what to look for in a nursing home and how to pay for care... and much, much more.#theelderlawguy
Amber Mitchell with Bayada Home Healthcare talks about how home healthcare is the wave of the future. Great info and interview.#theelderlawguy
Find out why adult daycare is the best bang for your buck when caring for a loved one.#theelderlawguy
This interview is packed with information about Adult Daycare. It was my honor to sit down recently with Suzi Kennedy with the Life Enrichment Center of Cleveland County, North Carolina. Suzi is a nationally recognized expert on adult daycare and has a lifetime of experience dealing with seniors with Alzheimer's and Dementia as well as special needs individuals.#theelderlawguy
Hayden & Greg discuss how to protect yourself from the unexpected and hold on to your hard earned money and property.#theelderlawguy
Seniors need to be educated on the laws that concern them in their senior years. Listen/Watch to find out what you need to know to protect your hard earned money and property! #theelderlawguy
I was asked this question at a recent seminar. Tune in to find the answer in this short segment.#theelderlawguy
Just like there are four bases in baseball. There are four basic foundations of elder law. Cover your bases!Today we focus on The Four Foundations of Elder Law and Why You Must Have Them. Do You Have Your Foundation in place?#AskTheElderLawGuy
Piggy backing off the recent political debates, Elder Law Attorney, Greg McIntyre, discusses the politics of benefits and how to protect your hard earned money and property. A must see episode of Elder Talk Radio.#theelderlawguy
Elder Law Attorney, Greg McIntyre, unravels the mystery of using VA Aid & Attendance benefits to help pay for long term care. #theelderlawguy
Summer of The Dream Team!!! Your financial planner and attorney working together in perfect harmony. Jamie Richard with Edward Jones Investments is our guest as we discuss how to manage you finances and protect them. #TheElderLawGuy
So many children end up taking care of their parents at some point in their lives. What do you need in place to handle the transition?
Greg discusses foundations, healthcare directives and vacations. How our eDocs Access system can be a life saver!#theelderlawguy
Avoid shark infested waters altogether and learn to protect your hard earned money and property with Elder Law Attorney, Greg McIntyre. #theelderlawguy
Avoid the Sharks in the water! Find out what sharks are lurking ahead for seniors and how to steer clear of those shark infested waters with Elder Law Attorney, Greg McIntyre... #theelderlawguy
Elder Law Attorney, Greg McIntyre, answers questions worldwide on elder law issues and how to protect independence for seniors through options and asset protection.#theelderlawguy
Elder Law Attorney, Greg McIntyre, answers community questions on Elder Law issues and discusses what Independence means to seniors.#theelderlawguy
Elder Law Attorney, Greg McIntyre, answers the top 3 questions about Elder Law in this short podcast.#theelderlawguy
Attorney, Greg McIntyre, had the privilege to be featured on WOHS's community profile this morning. In case you missed it you can hear the full interview here. The Elder Law Guy discusses why a Will may not be the best way to pass assets and how to protect your hard-earned money and property. #theelderlawguy
What is a father's legacy to his children and family? Elder Law Attorney, Greg McIntyre, discusses what a father's legacy is all about and how to protect your family as the Father's Day weekend fast approaches.
Attorney, Greg McIntyre, discusses some of the major ice bergs awaiting all of us but more especially seniors in staying in control of their assets and having the best healthcare options possible. #theelderlawguy
North Carolina generally follows the federal guidelines for long term care Medicaid. So, what do you do when a loved one needs long term care in a nursing home? Listen to Elder Law Attorney, Greg McIntyre, discuss some real options for you and your family. #theelderlawguy
Listen as Greg discusses the ins and outs of General Durable Powers of Attorney, Living Wills, Healthcare Powers of Attorney.
In this brief podcast Greg discusses some of the common pitfalls associated by relying on a will to pass property. Many people assume a will is the best way to pass property to a loved one simply because that's what they have always heard it have been told. Listen and find out some of the perils associated with passing property using a will.
In honor of Victory in Europe Day (V-E Day) we are celebrating 70 years of Victory with our fellow veterans with a special edition of the Elder Law Report. Here is an interview with my grandfather and WWII Veteran, JC Horne, about his experience in the war (conducted when I was 11 years old). Enjoy the interview and call me with questions. 704-259-7040
I am so proud to sit down with Jennifer Childers, co-owner of Felis Minor Productions to discuss "Legacy Videos". A legacy video can be a great memento to pass down to future generations and preserve your families long-held traditions and let the younger generation never forget the knowledge you have to pass down to them. A legacy video can be a great companion to a will and estate plan to be played for the family at the will reading and beyond. Contact our office if you would like to get started on your legacy video today! 704-259-7040.
Elder Law Attorney, Greg McIntyre, takes a personal look back at a personal loss and how a loved one avoided a crises planning situation. Learn tips to avoid a crises situation.
Listen to this full length seminar in which Elder Law Attorney, Greg McIntyre and Home Health Care expert, Joe Seidel, with Bayada home Health Care present on the topics of protecting your assets and planning for healthcare.
Listen to how easy it is to have your legal docs available anytime in a secure environment in this short podcast. We provide this service to all our clients...
Thinking differently is key to creating something new and special. It is key in working towards your goals. Planning is also a large part of what leads us every day one-step closer to our goals. Listen as we discuss the importance of thinking differently and planning and how it will help you protect your assets and legacy.
Coming to you from Tampa, Florida at a National Elder Law Boot Camp Seminar with Attorney Mario Correa from Chicago, Illinois. Mario and I discuss why it is extremely important for you to choose the correct attorney for your planning needs. Education and resources can make a huge difference. Don't dabble... Be "All In!"
In-Home Health Care industry expert, Joe Seidel, Division Director for Bayada Home Health Care, explains the differences in Medicare and Medicaid and how they can both pay for in-home care.
Industry expert and Division Director for Bayada Home Health Care, Joe Seidel, explains the many ways to pay for home health care.
Industry Expert and Division Director for Bayada Home Health Care, Joe Seidel, discusses the many services that can be provided in the home as well as the advanced technology available to care for people in their homes today.
One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood. It is an emotional and unpleasant topic to broach, but helping those we serve to plan ahead empowers them...
Listen to get the scoop on how the affordable care act will help seniors. Like it or not, we all need to know our options and be prepared.
Lady Bird Deeds can present an interesting option for preserving your home and property from a Medicaid lien and passing it to your children and grandchildren.
Should you plan for estate taxes? Will the Estate Tax ceiling stay the same? In this podcast we discuss the dangers of not planning for changes in estate tax laws.