557 episodes

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.

Elder Law Report Greg McIntyre, J.D., M.B.A.

    • News
    • 4.5 • 10 Ratings

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.

    Navigating Medicaid Asset Protection and Crisis Planning for Long-Term Care

    Navigating Medicaid Asset Protection and Crisis Planning for Long-Term Care

    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.

    • 6 min
    Securing Autonomy: Powers of Attorney vs. Guardianship

    Securing Autonomy: Powers of Attorney vs. Guardianship

    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.

    • 13 min
    Conflict Avoidance Through Thoughtful Estate Planning with Attorneys Greg McIntyre and Jordan Bentley

    Conflict Avoidance Through Thoughtful Estate Planning with Attorneys Greg McIntyre and Jordan Bentley

    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.

    • 10 min
    Navigating Estate Planning for Women at Every Life Stage

    Navigating Estate Planning for Women at Every Life Stage

    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.

    • 13 min
    How Life's Curveballs Impact Your Estate Plan

    How Life's Curveballs Impact Your Estate Plan

    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.

    • 5 min
    Navigating the Complexities of Revocable and Irrevocable Trusts

    Navigating the Complexities of Revocable and Irrevocable Trusts

    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.

    • 9 min

Customer Reviews

4.5 out of 5
10 Ratings

10 Ratings

Barney Bartholomew ,

Great Podcast!

Greg and Brenton did a wonderful job explaining complex matters. I love the fun relaxed atmosphere of these two.

wall_walker ,

Great podcast!

Greg McIntyre has created a resource that is a great starting place for anyone dealing with an aging family member or spouse. He explains why and how an elder law attorney can be useful. He also interviews guests who are experts in non-legal areas that can help the elderly like hospice, home health care, preventing falls and the inportance of staying active. It is a great all around podcast on the topic of elder law and aging.

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