『Elder Law Report』のカバーアート

Elder Law Report

Elder Law Report

著者: Greg McIntyre J.D. M.B.A.
無料で聴く

このコンテンツについて

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.© 2025 Elder Law Report 個人的成功 政治・政府 政治学 自己啓発
エピソード
  • Planning for Aging Parents: Legal Essentials for Aging Well
    2025/07/09

    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


    続きを読む 一部表示
    6 分
  • Crisis Planning: Before It's Too Late
    2025/07/03

    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.

    続きを読む 一部表示
    6 分
  • Navigating Long-Term Care Benefits While Safeguarding Your Assets
    2025/06/25

    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.

    続きを読む 一部表示
    9 分

Elder Law Reportに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。