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.
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Why Have a Will? The Hidden Pitfalls of Intestate Succession
8:12
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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 im…
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Planning Ahead: Understanding Medicaid Asset Recovery and Estate Planning in North Carolina
14:01
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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 est…
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Protecting Your Wealth: Navigating Medicaid Crisis and Long-Term Care Planning
18:47
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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 …
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Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents
19:21
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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 a…
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Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies
8:55
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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 need…
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Securing Your Family Business: Strategies for Succession and Legacy Planning
17:27
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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 …
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Elder Law Report LIVE!: Estate Planning Basics
15:06
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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 d…
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Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report
17:08
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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 un…
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Out With the Old, In With the New: Proper Document Disposal
7:32
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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, ensuri…
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Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets
19:49
19:49
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19:49
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 …
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Protecting Elderly Loved Ones from Financial Scams: Essential Tools and Strategies
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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 essentia…
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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 proact…
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Creating Inclusive Estate Plans for LGBTQ+ Families
13:07
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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 s…
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Estate Planning for LGBTQ+, Single Parents, and Non-Traditional Families
30:21
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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…
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Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice
10:18
10:18
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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 wi…
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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…
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Legacy Protection: How to Shield Your Business with Succession Planning
14:33
14:33
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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 …
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Estate Planning with a Focus on Mental Health Protection
15:18
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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 co…
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Preserving Your Home from Medicaid Recovery: Strategies for Asset Protection
9:16
9:16
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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…
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New Perspectives in Elder Law with Jordan and Jane
13:28
13:28
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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, yo…
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Understanding Elective Share: Rights and Fairness in Estates
12:21
12:21
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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 3…
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Complexities of Property Transfer and Estate Planning: Life Estate and Lady Bird Deeds
14:41
14:41
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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 discus…
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Navigating Medicaid Asset Protection and Crisis Planning for Long-Term Care
6:56
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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 comp…
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Securing Autonomy: Powers of Attorney vs. Guardianship
13:23
13:23
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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 fina…
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Conflict Avoidance Through Thoughtful Estate Planning with Attorneys Greg McIntyre and Jordan Bentley
10:40
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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 exp…
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Navigating Estate Planning for Women at Every Life Stage
13:53
13:53
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13:53
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 decis…
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How Life's Curveballs Impact Your Estate Plan
5:10
5:10
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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 significa…
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Navigating the Complexities of Revocable and Irrevocable Trusts
9:31
9:31
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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 ass…
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Introducing Our Newest Attorney: Jordan Bentley
5:32
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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 sea…
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Planning for Your Pet's Future: How to Create a Trust for Your Furry Family Member
4:44
4:44
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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 instructio…
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Navigating Interstate Estate Planning: Protect Your Legacy Across State Lines
12:06
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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 underst…
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Navigating Property Ownership Disputes: Understanding Quiet Title Actions with Greg McIntyre
7:36
7:36
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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…
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Unveiling the Battle Over Wills: Understanding Caveats, Challenges, and Legacies
7:41
7:41
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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 …
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Empowering Women's Financial Futures: The Power of Estate Planning
14:27
14:27
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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 th…
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Understanding the Foundations of Estate Planning: From Power of Attorney to Wills
21:03
21:03
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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 doc…
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Unraveling the Mysteries of Will Caveats with Wesley White
7:54
7:54
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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 …
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Navigating Deed Protection and Estate Planning: The Magic of the Ladybird Deed
7:19
7:19
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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 you…
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Conquering the Complexities of Trusts and Estate Planning
10:24
10:24
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10:24
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 wi…
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Estate Planning Masterclass: Navigating Estate and Elder Law Planning: Importance, Risks, and Tools
36:34
36:34
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36:34
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, heal…
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Understanding the Versatile Role of Trusts in Wealth Management and Estate Planning
10:04
10:04
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10:04
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 t…
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Understanding Intestate Succession: A Critical Discussion on the Importance of a Will with Attorney Wesley White
7:00
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7:00
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 …
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Mastering Probate: Maximizing Estates and Minimizing Taxes
16:54
16:54
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16:54
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 …
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Nursing Home Costs: Don't Let Them Drain Your Savings
5:00
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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, th…
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Unlocking the Mystery of High Interest Rates in Real Estate Market and the Role of Estate Planning
13:24
13:24
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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'…
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Planning Ahead: The Key to Protecting Your Assets
1:57
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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 fo…
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Navigating the Stormy Seas of Probate and Estate Administration
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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…
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Securing Your Wealth and A Lasting Legacy: A Conversation with Greg McIntyre
2:39
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2:39
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 …
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Securing Your Loved Ones' Future: A Comprehensive Guide to Estate Planning with Britton
3:00
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3:00
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 pr…
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Elder Law Unveiled: Understanding Litigation and Safeguarding Your Estate
2:17
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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 …
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Strategic Ways to Navigate Medicaid Crisis Planning and Asset Protection
2:57
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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 imp…
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