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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.
582 Episodes
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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...
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...
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...
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...
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...
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...
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 re...
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 t...
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 innovati...
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 invaluabl...
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 experi...
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, thi...
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, ...
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 barrie...
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. B...
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 relativ...
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 unexpecte...
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 i...
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 t...
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 th...
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