Elder Law Report

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.

Crafting a Personalized Estate Plan for 2025: Insights from Attorney Samantha Gordon

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 c...

01-15
04:49

Estate Planning to Kickstart Your New Year

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 ...

12-17
12:32

Estate Planning During the Holidays: Ensuring Peace of Mind for Your Family's Future

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 plannin...

12-10
05:18

Estate Planning Naughty and Nice List: Safeguard Your Legacy with Essential Strategies

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...

12-04
20:10

Unlocking Asset Protection and Long-Term Care Strategies in North Carolina

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...

11-27
10:37

Ensuring Your Health Wishes Are Respected

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 de...

11-20
11:58

Safeguarding Your Business Legacy: Essential Estate Planning and Probate Strategies for Business Owners

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...

11-13
11:35

Navigating Estate Planning: The Essential Role of Adoption and Estate Planning

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 ...

11-06
09:48

Avoiding Probate Pitfalls: Why You Need an Estate Plan Now

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 multi...

11-06
08:31

Mentorship and Milestones in a Legal Career

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. Hi...

10-23
05:14

A Guide to Spousal Allowance Benefits in NC

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 pre...

10-16
04:00

Navigating Probate: Ensuring Fair Heir Representation with Greg McIntyre

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 ep...

10-08
07:22

Securing Your Legacy with Electronic Estate Planning

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 techn...

10-02
24:36

Protecting Your Legacy: Smart Strategies for Underage Beneficiaries

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 ...

09-25
08:50

Preparing for Alzheimer's: Essential Estate Planning Insights on World Alzheimer's Awareness Day

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...

09-17
02:15

Avoid Probate Nightmares with Expert Tips

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...

09-11
15:51

Estate Planning Essentials: Safeguarding Your Home and Building a Legacy with Realtor Alisha Askew

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 ho...

09-04
08:31

Why Have a Will? The Hidden Pitfalls of Intestate Succession

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 legis...

08-27
08:12

Planning Ahead: Understanding Medicaid Asset Recovery and Estate Planning in North Carolina

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...

08-19
14:01

Protecting Your Wealth: Navigating Medicaid Crisis and Long-Term Care Planning

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 yours...

08-13
18:47

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