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.
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. His father, Greg McIntyre, also plays a pivotal role, offering guidance as they navigate the unique dynamics of working together in the same firm.Greg and Jordan share a candid conversation about balancing family ties with professional growth, where fatherly advice meets legal mentorship. They explore the importance of preparation, staying organized, and learning from every new experience in a field that's as challenging as it is rewarding. Despite an unexpected hospital visit, Jordan's resilience shines through as he maintains his professional commitments, underscoring his dedication to his new career. This compelling episode is filled with advice for aspiring attorneys and showcases the encouragement shared between a father and son charting their path in the legal world.
10/23/2024 • 5 minutes, 14 seconds
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 precious artwork, we discuss how these assets can be efficiently transferred, sparing you from the cumbersome legal proceedings and creditor claims.In a landscape where timely and efficient asset transfer is crucial, understanding the intricacies of a spousal allowance becomes paramount. Join us as we explore potential scenarios, offering practical advice and underscoring the importance of planning ahead to protect your loved ones. We also address how a free consultation can pave the way for avoiding probate, ensuring your peace of mind during a challenging time. Prepare to equip yourself with knowledge that could make all the difference in safeguarding your assets and securing a smoother transition for your family.
10/16/2024 • 4 minutes
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 episode promises to equip you with the knowledge to navigate probate intricacies and secure your rightful inheritance.Greg, a seasoned estate planning and elder law attorney, emphasizes the importance of legal representation for heirs. He shares how expert guidance can help ensure assets are distributed as intended and heirs are treated equitably. The discussion offers valuable tips for those facing the complexities of probate court, highlighting the expertise available at McIntyre Elder Law. With a mission to protect assets and legacies, Greg and his team offer support to clients needing heir representation, ensuring peace of mind in a challenging process. Don't miss this engaging conversation that could be essential for anyone involved in estate planning or facing probate challenges.
10/8/2024 • 7 minutes, 22 seconds
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 technology is revolutionizing the legal landscape, enhancing the interaction between legal professionals and clients.In another compelling segment, we discuss the practical advantages of organizing estate planning documents in a meticulously structured binder. We'll delve into the benefits of having clear instructions, a comprehensive list of assets, and securely stored passwords. The episode also introduces the eDocs access system, providing bank-level encrypted security for digital estate documents, enabling secure sharing amongst family members and trusted parties. Whether you prefer digital convenience or physical storage, the flexibility and security offered by eDocs ensure your critical documents are accessible whenever and wherever needed, especially in emergencies or while traveling.
10/2/2024 • 24 minutes, 36 seconds
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 child's or grandchild's future. We dive deep into the benefits of trusts, where discretionary language can control how and when funds are distributed. Learn how structuring these distributions over time can support educational goals and major life milestones without overwhelming young beneficiaries. This episode is packed with actionable insights to ensure your legacy contributes to a prosperous future for your loved ones. Don't miss this critical conversation!
9/25/2024 • 8 minutes, 50 seconds
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.At McIntyre Elder Law, we take pride in guiding families through the complexities of planning for the future. Listen in as we share valuable insights and practical advice on securing your financial, legal, and healthcare decisions during these difficult times. Discover how you can take advantage of a free consultation by calling 1-888-999-6600 or scheduling online at mcelderlaw.com. Don't miss this vital conversation about safeguarding your family's well-being and ensuring peace of mind for your loved ones.
9/17/2024 • 2 minutes, 15 seconds
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 to bypass probate, from property ownership nuances to alternative asset management methods. Whether it's naming beneficiaries, employing ladybird deeds, or setting up trusts, we cover all the bases to help you maintain control over your assets. Understand the implications of life events like divorce or bankruptcy on property recipients and how Medicaid look-back periods can affect long-term care benefits. Equip yourself with the knowledge to make informed decisions and preserve your legacy. For personalized advice, visit mcelderlaw.com for a free consultation with our experienced attorneys.
9/11/2024 • 15 minutes, 51 seconds
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 homeownership isn't just a financial milestone but a legacy-building investment for your family.Listen closely as Alisha shares compelling real-life stories that highlight the dire consequences of inadequate estate planning. From a client losing his home over a mere $10,000 in unpaid property taxes to another who couldn't adapt to unexpected life changes, Alisha's experiences reveal the essential need for proper documentation and planning. Learn how her collaboration with McIntyre Elder Law provides clients with the professional guidance they need to navigate these complex issues. Don't miss this crucial conversation if you're looking to secure your financial future through intelligent estate planning and real estate investments.
9/4/2024 • 8 minutes, 31 seconds
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 legislative intricacies in Raleigh that can lead to unexpected complications for surviving spouses and family members.During this episode, we break down the misconceptions around intestate succession and the extensive legal hurdles it creates. Samantha and Jane discuss the emotional and financial toll on families who must endure this lengthy, expensive process while already dealing with the loss of a loved one. We highlight why it's crucial to have a well-thought-out estate plan and avoid probate whenever possible. Gain invaluable insights to ensure your loved ones are protected and your assets are distributed according to your wishes. Don't miss this essential guide to safeguarding your family's future.
8/27/2024 • 8 minutes, 12 seconds
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 need to take to safeguard your inheritance from Medicaid claws.Our discussion delves into the probate process in North Carolina, highlighting how creditors, including Medicaid, can seize assets from an estate. Samantha explains the legal mechanisms behind this, shedding light on how real estate and other probate assets can be affected. But it’s not all bad news; Brenton and Samantha share proactive estate planning strategies that can help your family protect its financial future. Tune in for indispensable advice that could save your loved ones' inheritance and ensure that your hard-earned assets go where you intend.
8/19/2024 • 14 minutes, 1 second
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 yourself and your spouse during tough times.In our exploration of tax and long-term care planning, we highlight the importance of preemptive measures to safeguard your wealth. Understand the benefits of retroactive tax planning and how you can potentially reclaim some of the taxes you've paid over the years. This episode isn't just about preserving your assets; it's about ensuring a secure future for your loved ones. Tune in for invaluable insights and guidance on estate planning focused on taxation and long-term care, complete with free consultations to help you navigate these complex issues. Join us and arm yourself with the knowledge to face these challenges head-on.
8/13/2024 • 18 minutes, 47 seconds
Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents
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 remains relevant, and understand the flexibility you have to amend your estate plan at any time. This episode promises practical advice on how to keep your estate planning documents current and effective.Discover the nuances of updating your will or trust, including when to opt for a codicil versus drafting a new will entirely. Jane and Jordan provide clear steps on executing these changes properly to avoid legal pitfalls down the road. They also delve into the practical aspects of revising trustees or beneficiaries and managing real property across state lines. With the help of an attorney, you can ensure your documents align with your current wishes, giving you peace of mind. Don’t miss out on valuable tips for handling your estate planning needs—visit McIntyre Elder Law's offices in Hendersonville, Shelby, and Charlotte, or explore their resources at www.mcelderlaw.com.
8/7/2024 • 19 minutes, 21 seconds
Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies
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 tools are crucial for maintaining the financial stability and care of your loved ones with special needs.This episode offers a comprehensive guide to protect your special needs family members’ future, highlighted by real-life examples from families we work with. Understand why a special needs trust is a game-changer, how a testamentary trust can effectively manage inheritance, and the practicality of sub-trusts. Our detailed breakdown of each strategy will arm you with the knowledge to make confident, informed decisions about your estate planning. Tune in and gain peace of mind knowing your loved ones will be well cared for, without compromising essential benefits.
7/31/2024 • 8 minutes, 55 seconds
Securing Your Family Business: Strategies for Succession and Legacy Planning
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 innovative "Russian nesting doll strategy," to help you effectively organize and safeguard your business interests, even in long-term care scenarios.In this episode, we also delve into the intricacies of business succession planning. Discover how trusts can provide financial security for children who may not wish to run the business or have special needs, ensuring they receive income streams without losing government benefits. Learn about appointing trustees, selling the business for liquid assets, and using incentives to encourage family participation in your legacy. Plus, we highlight the vital role of operating agreements and insurance policies in securing the financial future of partners and their families. Whether you're focused on protecting your business during your lifetime or ensuring a lasting legacy, this episode offers a wealth of valuable insights and strategies.
7/23/2024 • 17 minutes, 27 seconds
Elder Law Report LIVE!: Estate Planning Basics
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 invaluable insights into why planning ahead is not just beneficial but essential for your financial and personal well-being.Greg dives into real-life scenarios and expert advice, showing how these foundational documents can help you avoid guardianships and court oversight, manage healthcare decisions, and more. Imagine having the peace of mind knowing that your affairs are in trustworthy hands even if you become incapacitated. This episode serves as your comprehensive guide to navigating the often overwhelming world of estate planning. Don't miss out on the chance to learn from one of the leading voices in elder law and take control of your future today.
7/18/2024 • 15 minutes, 6 seconds
Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report
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 experiences, we illustrate how professional guidance can ensure your documents are both comprehensive and legally sound.Discover the hidden risks of using DIY services like Google or LegalZoom, which could lead to costly litigation or unintended outcomes. We'll explore the vital role of professional estate planning to avoid the chaos and confusion that can arise from improper planning. Jane and I will walk you through the necessity of a personalized and professionally crafted estate plan that adapts to life's changes, such as births, deaths, or marriages. Whether you're starting from scratch or need a review, our team at McIntyre Elder Law is ready to provide expert assistance. Listen in to understand why entrusting your estate planning to professionals isn't just wise—it's essential.
7/17/2024 • 17 minutes, 8 seconds
Out With the Old, In With the New: Proper Document Disposal
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, this episode has the actionable insights you need to keep your affairs in order.We take a comprehensive look at the importance of revoking recorded powers of attorney and distributing the most up-to-date documents to your family and executors. Plus, we discuss the benefits and management of electronic document storage. From dramatic bonfires to secure bank-level vault portals, Samantha and Jordan cover all the best practices for handling old and new estate planning documents. Don’t miss this essential guide to avoiding potential legal complications and navigating the evolving landscape of estate planning with confidence.
7/10/2024 • 7 minutes, 32 seconds
Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets
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, and even family disputes. Learn why a comprehensive approach that includes trusts and other planning tools is crucial for a smooth and efficient transfer of your assets.Curious about trusts but think they're overly complicated? Greg and Jordan debunk that myth, explaining the simplicity and benefits of convertible trusts. These unique trusts can begin as revocable, allowing you to maintain control over your assets, and convert to irrevocable for additional protection when needed. They discuss how trusts can streamline estate management, prevent family conflicts, and ensure your wishes are carried out without the need for probate. Finally, they highlight the essential differences in inheritance rights between spouses and partners, stressing the importance of explicit beneficiary designations. For personalized advice, McIntyre Elder Law offers a free consultation to help you navigate the complexities of estate planning effectively.
7/3/2024 • 19 minutes, 49 seconds
Protecting Elderly Loved Ones from Financial Scams: Essential Tools and Strategies
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 barrier against potential scams. We'll also shed light on selecting the right agent and the dual role they play in both safeguarding and actively intervening when necessary.We'll also dive into the dark world of common scams that specifically target seniors, including those on social media and through unscrupulous financial exploitation. Practical advice on monitoring and protecting your loved ones is just the beginning. This episode also covers broader aspects of estate planning and elder law, ensuring every listener leaves with a solid understanding of how to respect and protect the wishes of the elderly. For those looking for more personalized guidance, we provide details on how to schedule a free consultation through our website, mcelderlaw.com. Don't miss this vital conversation aimed at securing the financial well-being of our cherished seniors.
6/26/2024 • 10 minutes, 14 seconds
Secure Your Assets Against Alzheimer's
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. By appointing a trusted person to manage your affairs, you can ensure that your assets are protected, and your desires are respected even if you lose decision-making capacity.This episode dives into the critical role of a well-crafted estate plan in managing Alzheimer's care. Greg and Britton explore how trusts can be valuable tools for shielding assets from probate, Medicaid estate recovery, and creditors. They also share methods to protect your spouse and ensure long-term care needs are met without draining family resources. Highlighting the importance of nominating a preferred guardian in legal documents, they offer insights on how to avoid unwanted court-appointed guardianships. Whether you're planning for yourself or assisting a loved one, Greg and Britton provide essential advice for maintaining control over your assets and qualifying for benefits to cover long-term care. Tune in for this invaluable discussion on legal prevention and elder care planning.
6/19/2024 • 19 minutes, 8 seconds
Creating Inclusive Estate Plans for LGBTQ+ Families
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 relatives. Hear Morgan's compelling story about starting her estate plan at just 24, overcoming hurdles like disinheritance, and ensuring her partner is recognized as a beneficiary. This episode is packed with essential information, from understanding intestate succession to the crucial role of agents in healthcare decisions, especially for trans individuals.Our discussion doesn't stop at legal intricacies. We highlight the critical need for community outreach and support for LGBTQ+ individuals, emphasizing a safe and welcoming environment at McIntyre Elder Law. Whether you're in Uptown Charlotte, Hendersonville, or Shelby, North Carolina, take advantage of our offer for a free consultation. Reach out to us to ensure your estate plan truly reflects your wishes and supports your chosen family. Don't miss this insightful episode aimed at empowering you with the knowledge to navigate complex estate planning issues with confidence and care.
6/11/2024 • 13 minutes, 7 seconds
Estate Planning for LGBTQ+, Single Parents, and Non-Traditional Families
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 unexpected financial burdens.Discover the critical importance of having a general durable power of attorney and healthcare power of attorney before incapacity strikes. Jane shares real-life stories that highlight the risks of not having these documents in place, such as the misconception that a spouse can automatically make decisions in North Carolina. We explore innovative solutions like the e-docs portal, which provides instant, secure access to your essential documents, and emphasize the significance of a living will and last will and testament to guide your family through the probate process and ensure your end-of-life wishes are honored.Lastly, we delve into the complexities of Medicaid crisis planning and asset protection. Jane dispels the common misconception that you need to spend down all your assets to qualify for Medicaid benefits. Learn how proactive long-term care planning can protect your hard-earned assets and provide peace of mind for your future. With Jane's extensive experience and insights, this episode equips you with the knowledge to make informed decisions about your estate planning, helping you secure your future and protect your loved ones. Don't miss out on this essential discussion!
6/5/2024 • 30 minutes, 21 seconds
Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice
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 it all with real-life examples and practical advice.We emphasize the crucial conversations you need to have with your potential agents to ensure they are willing and prepared to take on these responsibilities. Neglecting these discussions can lead to unforeseen complications, such as guardianship proceedings where you lose control over who handles your estate. Tune in for our valuable tips on matching roles to the skills of your family members, and learn how to avoid common pitfalls. Don't miss this chance to secure peace of mind for your future.
5/28/2024 • 10 minutes, 18 seconds
Does Everyone Need a Power of Attorney?
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 to preemptively secure your interests and ensure your voice is heard, even if you can't speak for yourself.Our conversation takes a deep dive into the often-misunderstood realm of legal rights within familial and marital relationships. Whether it's a parent’s role in the life of their newly-minted adult child or the assumption that spouses automatically have decision-making power over each other’s affairs, we debunk common myths and provide actionable insights. By tuning in, you'll find out how to smoothly navigate the legal landscape of powers of attorney, so your assets and well-being remain in trusted hands, no matter the distance or circumstance. Join us on the Elder Law Report for a discussion that could be a game-changer for you and your family.
5/22/2024 • 8 minutes, 12 seconds
Legacy Protection: How to Shield Your Business with Succession Planning
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 the dire consequences of non-compliance with FINCEN's new requirements. This episode isn't just about planning; it's about fortifying your legacy against the unexpected.Navigating the pitfalls of probate without a plan can be a business owner's worst nightmare. Don't let that be you. We dissect the advantages of early succession planning, from establishing an LLC to the wisdom of placing your business in a trust. Learn why meticulous documentation and adherence to corporate formalities aren't just good practice—they're your shield against personal liability and the disintegration of your life's work. Jane and I don't just scratch the surface; we provide a blueprint for safeguarding your business and its stakeholders, preparing you for a future where your vision continues to prosper, come what may.
5/15/2024 • 14 minutes, 33 seconds
Estate Planning with a Focus on Mental Health Protection
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 come away with a profound understanding of how to ensure your estate plan meticulously covers both physical and mental health components, and how this can be shaped to reflect your personal health care preferences, be they holistic or conventional. Especially poignant for those with aging relatives or loved ones with special needs, this episode sheds light on the delicate balance between providing financial support and preserving eligibility for government benefits through the strategic use of special or supplemental needs trusts.In our discussion, we underscore the significance of astute estate planning in protecting not just your future but that of your children and grandchildren from the snarls of guardianship and probate. If you're seeking guidance on crafting an estate plan that stands as a bulwark for mental health care, our episode extends beyond mere legal advice. We offer a compassionate invitation for a free consultation to tailor your estate planning to your unique circumstances, ensuring that you and your family can face the future with confidence and tranquility. Join us, and equip yourself with the knowledge and resources to craft an estate plan that truly caters to the full spectrum of healthcare needs.
5/1/2024 • 15 minutes, 18 seconds
Preserving Your Home from Medicaid Recovery: Strategies for Asset Protection
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 like the Lady Bird Deed—an ingenious solution available in North Carolina that allows homeowners to retain control of their property while securing its direct transfer to heirs, bypassing Medicaid's grasp entirely. Prepare to be enlightened on how to navigate the treacherous waters of asset protection during life's later stages, and the pitfalls to avoid during the critical five-year look-back period.Embarking on this journey, we unravel the often-misunderstood realm of Medicaid eligibility and the dire consequences of improper estate transfers. With the right legal guidance, you can confidently plan for the future, ensuring that your home remains a legacy for your loved ones rather than a reimbursement for long-term care costs. Throughout the episode, we delve into the nuanced approaches of trust planning and other deed options that fortify your estate against claims, while maintaining your qualification for vital Medicaid benefits. Tune in for an empowering session on safeguarding your hard-earned assets, complemented by an open invitation to connect for a personalized discussion on securing your retirement sanctuary.
4/24/2024 • 9 minutes, 16 seconds
New Perspectives in Elder Law with Jordan and Jane
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, you'll discover just how our newest additions leverage their litigation experience to navigate the nuanced landscape of estate planning, asset protection, and property deeds with a deft hand.Engage with a conversation that's as educational as it is riveting; Jane, heading our litigation division, demystifies the complex interplay between real estate law and elder care, while Jordan sheds light on the surprising ways family law informs estate matters. Together, they examine real-world scenarios—from will contests to marital interests in asset transfer—providing a panoramic view of the challenges our clients face and the innovative strategies we employ. This episode is not just a meet-and-greet; it's an invitation to peer behind the curtain of McIntyre Elder Law's expanding litigation capabilities and a testament to the power of collective experience in serving our clients' best interests.
4/17/2024 • 13 minutes, 28 seconds
Understanding Elective Share: Rights and Fairness in Estates
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 30-3.1 swings open the doors for a surviving spouse to claim a piece of the pie, regardless of what the will says. We're peeling back the layers on an often misunderstood part of estate law, discussing how the length of a marriage can influence the cut you're entitled to, with a full half up for grabs for those in it for the long haul. And for a little extra spice, we're distinguishing the elective share from something called the spousal allowance—because who wouldn't want the first dibs on $60,000 of personal property?Pull up a chair and join the conversation that's part heart, part humor, and entirely essential for safeguarding your tomorrow. Jane's anecdotes and my own take on the emotional rollercoaster of estate planning will not only enlighten but also entertain. It's a candid look at why a well-thought-out estate plan isn't just about the end—it's about fairness and protection when life throws its curveballs. So, for those curious about their rights, or eager to secure their legacy with a sprinkle of levity, this is the episode you won't want to miss. Grab a notepad, and let's ensure your estate planning is as airtight as the stories we share.
4/10/2024 • 12 minutes, 21 seconds
Complexities of Property Transfer and Estate Planning: Life Estate and Lady Bird Deeds
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 discussion, we reveal how such a straightforward gesture can actually strip you of control and expose your cherished home to your child's unforeseen life events, such as divorce or financial strife. Moreover, we delve into the lesser-known consequences that could affect your eligibility for Medicaid and VA benefits, and offer potent alternatives like life estate deeds and ladybird deeds that keep you firmly in the driver's seat of your estate.This episode also shatters the illusions of invulnerability that many have when it comes to probate and creditor claims. With insights from real-world scenarios, we illuminate the irrevocable nature of certain property transfers and how they can become ensnared in the complexities of marriage and end-of-life debt. I highlight the Lady Bird deed—a savvy tool unique to North Carolina residents—that promises control over your property until your final days, without the dread of probate lurking in the shadows. For those who want to keep their assets within reach and out of the court's hands, we talk about the strategic use of trusts, keeping your legacy intact for generations to come. Join us as we equip you with the knowledge to fortify your future, and remember, if you need guidance on these critical matters, we're just a call or click away.
4/3/2024 • 14 minutes, 41 seconds
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.
3/27/2024 • 6 minutes, 56 seconds
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.
3/20/2024 • 13 minutes, 23 seconds
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.
3/12/2024 • 10 minutes, 40 seconds
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.
3/6/2024 • 13 minutes, 53 seconds
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.
2/28/2024 • 5 minutes, 10 seconds
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.
2/21/2024 • 9 minutes, 31 seconds
Introducing Our Newest Attorney: Jordan Bentley
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 seamlessly ties his experience into his new role in estate planning and elder law. His story is not just about legal strategies; it's a story of dedication, human connection, and the shared mission that aligns him with the values of McIntyre Elder Law. Join us for an insightful discussion that promises to leave you inspired and informed about the profound impact of thoughtful legal preparation.
2/14/2024 • 5 minutes, 32 seconds
Planning for Your Pet's Future: How to Create a Trust for Your Furry Family Member
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 instructions, so your pets maintain the lifestyle they adore. This is your chance to discover how to make your pet's well-being an intrinsic part of your estate plan, with wisdom sprinkled in from our own beloved pets and professional insights.Ever wonder if pets know they're a fundamental part of the family? Samantha, a devoted pet parent, blends her personal experiences with expert knowledge to emphasize just how vital these companions are to our lives. As elder law attorneys, we're passionate about integrating your furry family members' needs seamlessly into your estate plans. And there's a bonus: meet Winchester, the four-legged legal helper! You'll leave this episode not only with your heart warmed but also equipped with practical steps to secure your pet's future. Discover how easy it is to reach out for a free Pet Trust consultation, because as every pet-lover knows, it's never too early to plan for your pet's lifelong happiness.
2/7/2024 • 4 minutes, 44 seconds
Navigating Interstate Estate Planning: Protect Your Legacy Across State Lines
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 understanding of how varying state laws can affect trusts, real estate, and the essential documents that safeguard your legacy. Whether you're facing the practical challenges of dealing with local institutions or the daunting potential legal battles, this episode is your compass to ensure that your estate is managed without a hitch in your new home state. Wrapping up the episode, feel the anticipation bubble as we share our excitement for tomorrow's engagement in Hendersonville. Reminiscent of old friends catching up, we bid our listeners adieu with a heartfelt thanks and an invitation to join us in the continuation of building strong professional relationships. It's not just about the paperwork; it's about the people we serve and the bonds we forge. So, tune in, and let's embark on this journey together, ensuring that your estate planning is as robust and resilient as the relationships we cherish.
1/22/2024 • 12 minutes, 6 seconds
Navigating Property Ownership Disputes: Understanding Quiet Title Actions with Greg McIntyre
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 court's help to affirm their property rights. It's a treasure trove of knowledge for property owners, potential buyers, or anyone with a zest for understanding the legal details of property disputes.Listen closely as Greg illustrates common problems leading to quiet title actions, including deeds signed under duress or with questionable legality. We're talking real-life scenarios that could happen to anyone—a mix-up in property descriptions or a deed signed without the proper mental capacity. This conversation is not just about the dry aspects of law; it's about protecting what's yours and ensuring that your property rights are crystal clear. Whether you're knee-deep in a property quagmire or just want to ward off future disputes, this episode is a must. Join us for a session that promises to clarify the often-overlooked but critical part of owning real estate: the title.
1/17/2024 • 7 minutes, 36 seconds
Unveiling the Battle Over Wills: Understanding Caveats, Challenges, and Legacies
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 waters of undue influence and capacity issues that often trigger these disputes, providing you with the insight needed to understand what's at stake when a family legacy is on the line.As we traverse real-life anecdotes and the potential outcomes of caveat actions, our discussion illuminates the complexities families face when a will is contested. Whether it leads to a previous will taking precedence or an entirely different succession plan, the implications are profound. With our seasoned experience in representing both caveators and propounders, this episode offers an expert's perspective on the intricacies of will challenges. Tune in for an invaluable guide to the legal labyrinth that is will caveats, and arm yourself with knowledge that could one day safeguard your familial bonds and inheritance rights.
1/15/2024 • 7 minutes, 41 seconds
Empowering Women's Financial Futures: The Power of Estate Planning
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 the pressing reasons for women to take charge of their financial futures. Samantha shares real-life stories from her practice, highlighting the chaos that can ensue without a solid plan, and together, we champion the need for both partners to be actively involved in these critical conversations.Get ready to raise your glasses and your estate planning IQ with a sneak peek at our innovative Sip and Plan seminar, designed specifically for women who want to blend relaxation with the vital task of securing their legacies. In this gathering of minds, we toast to proactive steps and informed decisions, ensuring women are empowered and equipped with the knowledge to protect their assets. Samantha's expert guidance, encapsulated in our compelling Elder Law Report, leaves our listeners with gratitude and an invitation to explore more at our website, where resources abound for those ready to take control of their estate planning journey.
1/9/2024 • 14 minutes, 27 seconds
Understanding the Foundations of Estate Planning: From Power of Attorney to Wills
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 document that holds the power to do just that! We'll also guide you through the importance of including a HIPAA authorization in a Healthcare Power of Attorney, and the necessity of appointing an agent for mental health care. With these in place, you can be assured that not only your wishes will be carried out, but your rights will also be protected.Did you know that a will doesn't automatically avoid the probate process? Join us as we debunk this common myth, and delve into the differences between a living will and a last will. Learn how including religious concerns in a living will can substantiate your testament. As we traverse through the realm of estate planning, we'll discuss the potential burden of long-term care in old age and how it can affect your estate. We cannot stress enough the seriousness of the probate process and the repercussions mistakes made by the executor can have. So, buckle up and let's gear up for a proactive estate planning journey!
11/24/2023 • 21 minutes, 3 seconds
Unraveling the Mysteries of Will Caveats with Wesley White
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 undue influence during the signing. Wesley speaks to the heart of these issues, providing important lessons for anyone grappling with estate planning or an impending will caveat.Our discussion takes a riveting turn as we delve into real-life scenarios that might lead to a caveat. Imagine a situation where an elderly individual under the influence of a manipulative caretaker signs off their property. Or what if a will was forged, bearing signatures that the deceased never signed? Wesley breaks these down in plain language, giving you a whole new perspective on the significance of last wills and testaments. Get ready for an episode that’s not only informative but also a legal roller coaster that will undoubtedly expand your understanding of will caveats.
11/24/2023 • 7 minutes, 54 seconds
Navigating Deed Protection and Estate Planning: The Magic of the Ladybird Deed
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 your loved ones. In this engaging dialogue, we unpack the magic of a tool known as a Ladybird deed, or an enhanced life estate deed, that allows you to maintain control of your property and seamlessly transition it to a loved one upon passing, all while sidestepping the probate process. We also take an intriguing look at the look-back period for long-term care Medicaid, offering invaluable insights to guide your decision-making process. So, buckle up, and get ready for an enlightening journey through deed protection and estate planning.
11/23/2023 • 7 minutes, 19 seconds
Conquering the Complexities of Trusts and Estate Planning
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 within each type, demonstrating how you can harness them to serve your specific needs. You'll see how an irrevocable trust, despite its sturdy exterior, can protect your assets while still allowing you to draw an income, all under the watchful eye of a trusted fiduciary. Turning the page to estate planning, we illustrate the sheer power of a trust in your estate plan. Want to talk to an estate planning and elder law attorney for free? We share the golden path to free legal advice and set the stage for what to expect during a no-strings-attached consultation with an attorney about your estate plan. We also dispel common concerns about irrevocable trusts, bringing to light the concept of a convertible trust - the Swiss army knife of trusts, boasting the adaptability of a revocable living trust with the protective armor of an irrevocable trust. Get ready to conquer the world of trusts and estate planning! Tune in, sit back, and enrich your knowledge.
11/15/2023 • 10 minutes, 24 seconds
Estate Planning Masterclass: Navigating Estate and Elder Law Planning: Importance, Risks, and Tools
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, healthcare power of attorney, living will, and will. We shed light on the high stakes of not having these documents in place, such as the complications and restrictions of guardianship proceedings.Navigating the intricate world of wills and deed protection can be a daunting task, but we've got you covered. Learn more about how an executor plays a critical role in the probate process and what pitfalls they may face. Greg and Brenton help us consider the potential financial risks, especially those related to long-term care costs and the possible claim of creditors on your assets. Moreover, we discuss the protective role a will plays in this context and the serious consequences of mistakes during the probate process. And what about trusts? We conclude by focusing on the role of trusts and their potential for asset protection. Discover how trusts can serve as a secure repository for your assets, bypassing the probate process and ensuring a smoother transition for your loved ones. We compare revocable and irrevocable trusts, and how they can affect your long-term care benefits. And finally, let's explore how a trust can facilitate tax planning, long-term care planning, and leaving a legacy for generations to come. Don't miss this insightful episode, packed with practical knowledge to navigate the intricate world of estate and elder law planning.
11/8/2023 • 36 minutes, 34 seconds
Understanding the Versatile Role of Trusts in Wealth Management and Estate Planning
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 trust, not just as a holder, but as a receiver of assets, exploring its role in safeguarding your wealth and shielding your spouse from potential liabilities. We’re talking about everything from IRAs to life insurance, and how you can use a trust to ensure they serve your best interests. Beyond just a holder and receiver, we delve into how a trust can also act as a 'conduit', aligning with the IRS code and effectively controlling the distribution of pre-taxed money to your beneficiaries. Discover how the trust can protect special needs individuals, help manage potential liabilities, and even influence how a young, inexperienced beneficiary spends their inheritance. So tune in today, and let us help you understand how you can maximize your estate, minimize taxation, and use trusts to your advantage.
11/1/2023 • 10 minutes, 4 seconds
Understanding Intestate Succession: A Critical Discussion on the Importance of a Will with Attorney Wesley White
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 'intestate' or without a will. He painted different scenarios to help us understand how property division occurs if the deceased has a spouse, children, or parents.Wesley underscored the importance of a will as it serves as a roadmap to the division and distribution of your property. He highlighted how to circumnavigate the intestate laws and ensure your loved ones get their fair share. No matter where you're located, Wesley is ready to offer a helping hand to guide you through estate planning. So, if you are interested in understanding how your property will be distributed after your demise, this episode is a must-listen! Enjoy a sense of clarity and peace by tuning in to our enlightening discussion with Wesley.
10/29/2023 • 7 minutes
Mastering Probate: Maximizing Estates and Minimizing Taxes
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 strategic ways to maximize your estate, minimize taxes, and ensure a smoother transition for your heirs.If you thought probate was a daunting task, prepare to transform your perspective! This episode is a treasure trove of guidance, shedding light on the critical role of seasoned attorneys in the probate process. We chat with experts like Wesley and others who help dispel the myths surrounding probate and make it more accessible. Beyond that, we reveal the importance of proactive planning to circumvent debt, creditor claims, and other potential hiccups that might put your estate's worth at risk. So, fasten your seatbelts as we embark on this enlightening journey into the world of probate and estate planning.
10/21/2023 • 16 minutes, 54 seconds
Nursing Home Costs: Don't Let Them Drain Your Savings
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, they draw on their extensive experience to guide you through this intricate process and help you steer clear of potential pitfalls.This episode is a treasure trove of practical tips to safeguard your assets and secure government benefits. Greg and Brenton thoughtfully explain why you shouldn't give away your assets or your house, how to strategically apply at the right time, and why the devil is in the details in your application. They also emphasize the importance of early and regular planning with professional consultation. Remember, every month of delay might cost you a private pay month that could have had benefits covering your care. So, be proactive and take the first step to secure your future. Tune in, absorb the wisdom, and equip yourself with the knowledge to make informed decisions about your long-term care. Don't wait till it's too late, join us on this enlightening journey!
10/14/2023 • 5 minutes
Unlocking the Mystery of High Interest Rates in Real Estate Market and the Role of Estate Planning
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'll reveal how high interest rates can actually cause a dip in housing prices and how you can seize this opportunity. It's time to understand why the housing market value appreciates - it's not competition, but the devaluation of the dollar.Switching gears, we'll venture into the intricate world of asset protection and estate planning. Listen closely as we examine the implications of increasing interest rates on your real property investments. Discover how a meticulously crafted, customized approach to estate planning can be your shield in these volatile times. We'll arm you with expert advice on the pros and cons of the market, potential pitfalls to avoid, and how to effectively use estate planning tools. If you're a real estate owner or investor eyeing the market, this episode is your roadmap to navigating the ever-changing economic landscape. Don't miss your chance to fortify your assets - tune in now!
9/1/2023 • 13 minutes, 24 seconds
Planning Ahead: The Key to Protecting Your Assets
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 for the future. Greg concludes by urging listeners to seize the moment and schedule their consultation for a worry-free tomorrow.
8/23/2023 • 1 minute, 57 seconds
Navigating the Stormy Seas of Probate and Estate Administration
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 the subtleties of what should and should not pass through probate, and expose the potential dangers of exposing assets to claims or seizures.We don't stop at the shore; we also venture into the complex terrain of dealing with claims. Uncover the secrets of recognizing a valid claim, and learn when it's appropriate to reject one. We also chart the statutory periods for making a claim and share strategies for negotiating claims to preserve the assets for the heirs. For those needing a more personalized map, we offer a free consultation to discuss your journey through Probate or Estate Administration. Tune in and let us navigate you through this potentially perilous journey.
8/23/2023 • 3 minutes
Securing Your Wealth and A Lasting Legacy: A Conversation with Greg McIntyre
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 relief of those who plan ahead and the despair of those who don't.In sharing his wisdom, Greg underscores the importance of maintaining dignity, and shielding oneself from any potential exploitation that comes with age. His tireless work is motivated by the desire to help individuals secure their earned wealth and property, creating a lasting legacy for their loved ones. If you're curious about fortifying your financial future, Greg is generously offering a free consultation. Tune in, schedule your consultation, and set out on your path towards a secure and serene tomorrow.
8/23/2023 • 2 minutes, 39 seconds
Strategic Ways to Navigate Medicaid Crisis Planning and Asset Protection
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 importance of having a sturdy plan in place and delve into the valuable tools you can utilize for this, including powers of attorney, trust deeds, and living wills. We also share insights into strategic asset protection, helping you understand how best to navigate the rules and work effectively with the Local Department of Social Services and the Department of Health and Human Services. More so, we urge you not to face the journey alone. With the help of a qualified elder law attorney, you can effectively protect your hard-earned assets and qualify for those all-important benefits. And don't forget - we offer a free consultation to help you discuss your needs and create a strategic plan. So, don't wait, tune in now for some peace of mind tomorrow.
8/23/2023 • 2 minutes, 57 seconds
Securing Your Loved Ones' Future: A Comprehensive Guide to Estate Planning with Britton
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 protection, and culminating in a detailed explanation of trusts. Britton takes us on a tour through the necessity of having a general durable power of attorney, the healthcare power of attorney, the living will, and the will itself. And there's more! Have you ever considered how deed protection could be a game-changer for your real estate assets? Our conversation with Britton delves into this concept, revealing how tools like ladybird deeds can secure your property and ensure a smooth transition to your children. Furthermore, find out how trusts, both revocable and irrevocable, can serve as shields to protect your assets from potential risks such as long-term care, creditors, and probate. Each step towards secure estate planning is crucial. To make this journey less daunting, Britton generously offers a free consultation to help you kickstart your peace of mind today and secure a better tomorrow for your loved ones. Tune in now!
8/23/2023 • 3 minutes
Elder Law Unveiled: Understanding Litigation and Safeguarding Your Estate
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 elder law attorney ready to assert your rights when they're infringed upon, and safeguard your hard-earned wealth, whether it's through estate, trust, or powers of attorney issues.Let's strip away the confusion surrounding litigation in elder law. We'll tackle the necessary measures you can take today to fortify your tomorrow, ensuring a peaceful future for yourself and your loved ones. Be part of the crucial discussion where we debunk misconceptions and offer you a free consultation to address any litigation issues that you or your loved ones might be grappling with, related to your estates. Don't miss out on this enlightening conversation - it's time to protect, preserve, and plan.
8/23/2023 • 2 minutes, 17 seconds
Protecting Your Assets: Understanding Probate and Strategies to Avoid It
Imagine losing your home or assets to probate, the court process that reassigns assets after death. It’s a risky area where creditor claims can attach, and our expert guests Britton Begley and Greg McIntyre from McIntyre Oda Law are here to shed light on how to avoid this. We kick off the conversation with a clear explanation of probate and its potential risks, including the significant cost and time implications.But it's not all doom and gloom, as Britton and Greg also share three practical strategies to circumvent probate. We unpack the concept of a living trust and discover the protection a ladybird deed can offer your home. Additionally, we learn the importance of designating a beneficiary for assets such as bank accounts and life insurance. Be warned though; certain accounts can still be sucked into probate to satisfy claims. For a candid and insightful conversation, join us and learn how to protect your assets and secure your family's future.
8/12/2023 • 5 minutes, 41 seconds
Decoding Elder Law and Estate Planning: Myths, Taxes, and Protecting Your Assets
What if we told you there's a vast and misunderstood aspect of estate planning that often leads to the loss of assets due to high long-term care costs? And that, contrary to popular notions, you might not necessarily have to pay hefty taxes upon death? In our warm and enlightening chat with Greg McIntyre and Attorney Britton Begley, we unmask the myths and complexities of elder law and estate planning.From the moment you set foot in McIntyre Elder Law office, you're made to feel right at home - greeted with homemade cookies and a friendly smile. Greg places immense importance on creating a comfortable environment for his clients before diving into the intricacies of their legal issues. We delve deep into the scary scenario of long-term care costs siphoning off an individual's assets, and Greg provides valuable insight on how to evade and manage such situations. Switching gears to taxes, Britton simplifies the often convoluted topic of estate tax, assuring most listeners that it won't be a factor for them, and divulges the secret weapon trusts can be to avoid federal estate tax. The episode rounds off with a touching concern for maintaining control and independence of elders, while also having a secure plan for future protection. So, tune in for an episode teeming with indispensable advice to help you negotiate the winding roads of elder law and estate planning.
7/15/2023 • 5 minutes, 13 seconds
Planning Ahead: Safeguarding Your Assets from the Rising Costs of Long-Term Care
Are you prepared for the shocking escalation of long-term care costs, now soaring to over $17,000 a month? Has the increasing cost of elder care and its potential impact on your financial health kept you awake at night? In this critical episode, I, Greg McIntyre of McIntyre Elder Law, walk you through this escalating concern and how best to safeguard your assets and those of your loved ones. I provide a comprehensive guide on foundational planning tools such as general durable powers of attorney, healthcare powers of attorney, wills, and trusts - all designed to protect your assets from the high costs of long-term care.I delve into the significance of proactive planning and the criticality of appointing a trusted person to manage your financial and legal affairs, should you become incompetent or incapacitated. We explore the nuts and bolts of practical tools like ladybird deeds that can protect your home and control until you pass, allowing assets to be transferred to loved ones without a claim for recovery from a benefits program. Remember, the key lies in planning ahead, and I offer a free consultation to discuss strategies to preserve your assets, control, and how to offset the high cost of long-term care. Tune in to equip yourself with the knowledge and tools to face the financial challenges of elder care.
7/7/2023 • 5 minutes, 11 seconds
Securing Your Family's Future: Navigating Estate Planning and Long-Term Care with Attorney Britton Begley
What if you could protect your assets and ensure your family's security with a flexible estate plan? Our special guest, attorney Brenton Begley from McIntyre Elder Law, provides essential insights on estate planning and how it can prepare you for the future. In our discussion, Brenton highlights the two main risks people face with their money and property: the cost of long-term care and probate. He breaks down the probate process and explains why it's crucial to have a plan in place to protect your assets from government control.Don't be part of the 70% of individuals over the age of 65 who need long-term care and are unprepared. Britton shares valuable information on how to plan ahead, creating a flexible estate plan that safeguards your family and property in case of life-changing situations. Plus, learn how you can schedule a free consultation with Brenton and his team at mclderlaw.com for personalized advice and guidance on your estate planning needs. Tune in to this crucial conversation and take control of your financial future today!
6/17/2023 • 3 minutes, 46 seconds
Embracing the Adventure: Celebrating 24 Years of Marriage, Family, and Law Career Growth
This week, I celebrated 24 incredible years of marriage with my incredible wife, Stephanie, and I couldn't help but reflect on our journey together - raising our beautiful children, pursuing our passions, and expanding our law firm. In this episode, I share some of those cherished memories, as well as the importance of fostering individuality in our children, embracing the adventure of marriage, and learning from the lessons life throws our way.As our firm continues to grow, with offices in Shelby, Charlotte, and Hendersonville, I'm incredibly proud to have one of my sons working alongside me in his own pursuit of a law career. Listen in as I discuss the value of planning, striving for excellence, and finding balance in our hectic lives. I also share my secret for de-stressing through exercise. So, join me for this heartwarming and inspiring episode, and remember that nobody's life or decisions are perfect, but we can always do our best to manage our situations and make the most of them.
6/5/2023 • 6 minutes, 45 seconds
Secure Your Legacy: The Importance of Having a Last Will and Testament
Why a WILL could mean the difference between controlling assets or having zero control. Get Peace of Mind today with a FREE consult with McIntyre Elder Law today.Call: 1-888-999-6600Schedule Online @ mcelderlaw.com#Wills #probate #EstatePlanning #ElderLaw #CharlotteNC #ShelbyNC #HendersonvilleNC
5/20/2023 • 8 minutes, 54 seconds
Maximizing Your Business Potential: The Benefits of Estate Planning for Business Owners
Attention all business owners! Are you aware of the unique challenges your business can face when it comes to estate planning? Estate Planning Attorneys Brenton Begley and Greg McIntyre have got you covered! Check out their informative video now to learn more about the special considerations and planning strategies to protect your business and preserve your legacy. Schedule your FREE consult today! 1-888-999-6600mcelderlaw.com#estateplanning #businessowners #legacyplanning" #charlottetoday #charlottetodayshow #CharlotteNC #ShelbyNC #hendersonvillenc
5/13/2023 • 5 minutes, 22 seconds
Secure Your Business Legacy: The Importance of Estate Planning for Business Owners
Attention business owners! Estate planning is especially important for those with businesses, and we've got you covered. Check out our latest edition of the Elder Law Report on "Business Ownership & Estate Planning" featuring Estate Planning Attorney Greg McIntyre discussing special concerns for business owners. Watch the video now and learn how to protect your business and plan for the future. And if you have questions or need guidance, reach out to us for a FREE consultation at 1-888-999-6600 or visit our website at mcelderlaw.com. Let's work together to secure your legacy.#estateplanning #BusinessOwnership #AssetProtection #ElderLawReport #FreeConsultation #AttorneyGregMcIntyre #McIntyreElderLaw #ElderLawReport #shelbync #charlottenc #hendersonvillenc #estateplanning #elderlaw #fyp
5/8/2023 • 12 minutes, 36 seconds
Why Estate Planning is Important
This morning in our Senior Spotlight, we focused on Why Estate Planning is Right for You and Your Family. We were joined by Greg McIntyre & Brenton Begley from McIntyre Elder Law, and began our conversation with the basics of estate planning.Schedule your FREE consult today!1-888-999-6600 mcelderlaw.com#estateplanning #elderlaw #lawyer #attorney #charlottenc #shelbync #hendersonvillenc #wills #trusts #estates
4/15/2023 • 4 minutes, 37 seconds
Charlotte Today Show- A day at the firm
On the Charlotte Today show we’re talking about Estate Planning and the important role it plays in so many people's lives, here to walk us through our Attorneys, Greg McIntyre and Brenton Begley from Mcintyre Elder Law. Before we start talking about estate planning. Let's talk about a typical day and what that looks like. CALL: 888-999-6600 for a FREE consultation or online at https://mcelderlaw.com/scheduling/
3/17/2023 • 5 minutes, 35 seconds
The Elder Law Report- Probate
Check out this informative video where estate planning and elder law attorneys Brenton Begley and Greg McIntyre discuss the importance of probate and explain the process in North Carolina! As they point out, understanding probate is crucial to ensure your loved ones are taken care of and your wishes are carried out after you pass away. Don't miss out on this valuable information!Schedule your FREE consult today! 1-888-999-6600 mcelderlaw.com/scheduling#EstatePlanning #ElderLaw #ProbateProcess #NorthCarolinaLaw #ProtectYourLegacy #LeaveALastingLegacy #BegleyMcIntyre #LegalAdvice #EstatePlanningAttorney #ElderLawAttorney #LawyersOfInstagram
2/24/2023 • 13 minutes, 46 seconds
The Elder Law Report- 3 MUSTS when applying for Long Term Care benefits
3 MUSTS when applying for Long Term Care benefits:Qualifying for long term care benefits doesn't have to mean sacrificing assets. Here are 3 things to do to protect your hard-earned savings.#1 Avoid Probate.#2 Protect assets under the benefit rules.#3 Have the Elder Law Attorney/Firm submit the application and explain the planning.Schedule your FREE consult today! Call: 1-888-999-6600 Online: mcelderlaw.com#LongTermCare #AssetProtection #elderlaw #estateplanning #medicaid #nursinghome #assistedliving #trusts #irrevocabletrust #ladybirddeed #probate #attorney #lawyer
2/17/2023 • 10 minutes, 13 seconds
The Charlotte Today Show-Let's Talk About Trusts
Eugene, Brenton, & Greg sit down to discuss how trusts work and why they may be a great addition to your estate plan.Schedule your FREE consult today! 1-888-999-6600 mcelderlaw.com#charlottenc #hendersonvillenc #shelbync #lawyer #elderlaw #protection #guardianship #powerofattorney #wills #trusts #assetprotection #medicaid #longtermcare #retirementplanning #retirement #nursinghomecare #assistedlivingcare #charlottetodayshow
2/13/2023 • 5 minutes, 42 seconds
Types of Trusts
Greg and Taylor explore the many types of trusts. Which one is right for you?Schedule your FREE consult today by calling: 1-888-999-6600 or online at: mcelderlaw.com#estateplanning #elderlaw #trusts #assetprotection
2/10/2023 • 6 minutes, 10 seconds
Estate of Confusion
What is your estate? What is the best way to set up your estate? How could the way you set up your estate impact your ability to pass assets and be eligible for long-term care benefits? All this and more in this episode of the Elder Law Report.#estateplanning #elderlaw #wills #trusts #elderlaw #estate #probate #longtermcare
2/10/2023 • 11 minutes, 43 seconds
Elder Law Report - Facing The Fact!
Elder Law Report - Facing The Fact!Facing the fact we may have health problems and that we are all going to die is hard and many people neglect this. The best way to gain peace of mind is to face your fears... to face difficult situations and overcome them. We can help you and your family do this and create a plan that provides peace of mind.Schedule your FREE consult today by calling: 1-888-999-6600 or online at: mcelderlaw.com.#death #healthproblems #seniors #estateplanning #elderlaw #attorney #peace #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #medicaid
1/30/2023 • 8 minutes, 30 seconds
Litigation, Estate Planning, and Facing Your Fears
Are you worried about the legal side of estate planning? Don't let fear hold you back! Watch our latest video, "Litigation, Estate Planning, and Facing Your Fears," to learn how to navigate the legal system and create a plan that will protect your assets and loved ones. #EstatePlanning #Litigation #FacingFearsSchedule a free consultation: 888-999-6600 mcelderlaw.com
1/20/2023 • 12 minutes, 22 seconds
The Charlotte Today Show - The Inevitable
Greg & Brenton discuss dealing with the inevitable and planning ahead in this week’s edition of the Charlotte Today Show.Schedule your FREE consult today📞 1-888-999-6600💻 mcelderlaw.com#CharlotteToday #CharlotteNC #ShelbyNC #HendersonvilleNC #elderlaw #estateplanning #probate
1/18/2023 • 4 minutes, 29 seconds
Navigating Assisted Living and Nursing Home Care Medicaid Benefits in North Carolin
Navigating the process of researching and applying for assisted living and nursing home care Medicaid benefits in North Carolina can be overwhelming, but don't let that discourage you! With a little bit of research and understanding of the process, you can ensure that your loved one receives the care they need. Start by looking into the North Carolina Division of Health Benefits, and be sure to utilize helpful resources such as the North Carolina Medicaid Managed Care program. Remember to keep important documents and information handy, and don't be afraid to reach out to a professional for assistance. #assistedliving #nursinghomecare #medicaid #northcarolinaSchedule your FREE consult today,📞 1-888-999-6600💻 mcelderlaw.com
1/13/2023 • 19 minutes, 18 seconds
Top 3 Estate Planning Mistakes
On today's episode Attorney McIntyre and Attorney Brenton Begley discuss the Top 3 Planning Mistakes. Failing to Plan Ahead. Ignoring a problem doesn’t mean it isn’t there and leads to anxiety.Not reviewing Your Estate Plan Regularly. Change is constant and your estate plan should change with your life and circumstances.Not Seeking Professional Help. DIY estate planning comes with many perils.#EstatePlanning #Wills #FinancialPlanning #LegalMistakes #EstatePlanningMistakes #AvoidMistakes #PlanningForIncapacity #PowerOfAttorney #HealthcareProxy #AssetProtection
1/5/2023 • 20 minutes, 50 seconds
Guardianships and Exploitation
On this episode of the Elder Law Report, Brenton & Greg discuss in detail the pitfalls of Guardianships and how to avoid them.#guardianship #guardianships #estateplanning #elderlaw #attorney #lawyer #wills #trusts #estates #probate #retirement #retirementplanning #realestate #medicaid #medicare #poa #poas #powerofattorney
12/30/2022 • 20 minutes, 40 seconds
Why is Nursing Home Care So Expensive?
In this episode Elder Law attorneys Greg McIntyre and Brenton Begley, sit down and discuss how to pay for long-term care.
12/23/2022 • 18 minutes, 25 seconds
Elder Law Report - How running a firm is more restrictive and different than any other business.
Today's topic on the Elder Law Report is how a law firm is different and how running a law firm is different from running any other business! SCHEDULE YOUR FREE CONSULT! Call 888-999-6600 or go to mcelderlaw.com/scheduling/ #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer
12/16/2022 • 26 minutes, 51 seconds
Charlotte Today Show- Tis' The Season for Estate Planning
$200 off EP Coupon: mcelderlaw.com/ChristmasTis' the Season for Estate Planning. Mia and Greg talk about the importance of estate planning. Our FREE gift to you is a $200 off coupon off estate planning services. Give the gift that keeps on giving. Give the gift of estate planning today.$200 off EP Coupon: mcelderlaw.com/Christmas#estateplanning #elderlaw #christmas #coupon #gifts #lawyer #attorney #wills #trusts #estates #realestate #retirement
12/13/2022 • 4 minutes, 3 seconds
How to use Annuities
What are annuities and how can they be a great tool to protect your assets and legacies? Annuities can be a great tool to make sure you have that steady stream of income for a number of years after you retire. Elder Law Attorney Baker sits down with Ryan Begley, Benefits Specialist to give us the details.#annuities #retirement #retirementplanning #assetprotection #assets #wealth #wealthmanagement #assetproection #assets #longtermcareplanning #realestate #estateplanning #elderlaw #elderattorney #attorney #lawyergreg
11/18/2022 • 5 minutes
Why is having Long-term Care Insurance beneficial?
Ryan Begley, Benefits Specialist sits down with Eric Baker, elder law attorney to discuss Long-term care Insurance and how it is beneficial to you when you are putting together your financial documents or when you're older and need some form of care! Learn how Long-term Care Insurance can protect your assets. #financialplanning #assetprotection #assets #longtermcare #longtermcareplanning #theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
11/17/2022 • 6 minutes, 45 seconds
Charlotte Today Show - How to Avoid Probate!
How to Avoid Probate! Greg, Eric and Eugene discuss the dangers of probate and how to avoid it in this edition of the Charlotte Today Show.#probate #estateplanning #elderlaw #attorney #lawyer #charlottetoday #todayshow #sharlottetodayshow #will #wills #trust #trusts #longtermcare #retirement #retirementplanning #realestate #medicare #medicaid
11/16/2022 • 3 minutes, 51 seconds
Using Life Insurance as a bank and for investment
Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.#beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning
11/9/2022 • 16 minutes, 44 seconds
The power of a Trust
What is a trust and what can it do for you? There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. Want to set up a trust? Give us a call today at 888-999-6600 to schedule your free consultation!
11/2/2022 • 6 minutes, 24 seconds
Why should you have a Financial Power of Attorney?
When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why. Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of situation if something should go wrong. Stay tuned for more!
10/27/2022 • 4 minutes, 20 seconds
Revocable and Irrevocable Trusts, whats the difference?
What is a revocable trust and what is an irrevocable trust and what does that mean for you? In this episode, Attorney Eric Baker sits down with Benefits Specialist, Ryan Begley to discuss the different types of trusts, what they can be used for, and how annuities can be placed into them. You don't want to miss this one!#estateplanning, #trusts, #financialplanning, #annuities, #longtermcare, #assetprotection, #realestate, #insurance, #insurancepolicies,
10/21/2022 • 4 minutes, 42 seconds
What is an Annuity? Can it be placed in a trust?
What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?! In this episode of the McIntyre Financial Report, Ryan Begley, Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.
10/21/2022 • 9 minutes, 2 seconds
Charlotte Today Show - Get BOTH sides of the house in order
Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.#elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement
10/19/2022 • 4 minutes, 47 seconds
Elder Law Report - Ambriant at Austin Village
Today on the Elder Law Report, we have the VP, Sales & Marketing Maria Hagadorn from CRSL Management. She is going to be talking about one of their new facilities Ambriant at Austin Village. It is a new boutique rental retirement community for independent 55+ seniors. #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #retirementcommunity #retirementgoals
10/14/2022 • 13 minutes, 39 seconds
Discover This Real Estate Tool To Protect Your Home!
How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens!
10/12/2022 • 5 minutes, 15 seconds
Term Insurance- A Client Perspective
Why would you need term insurance? Join Ryan Begley, Benefits Specialist with McIntyre Financial on an episode where he interviews a client to share her experience with getting term insurance and how it could be beneficial for you. Want to know more? Visit our website at MyMcFi.com to read our blog and subscribe to our E-newsletter. CALL 888-999-6600 for your free consultation
10/5/2022 • 2 minutes, 50 seconds
How illegal bank policies hurt the elderly.
How illegal bank policies hurt the elderly. Client discussion about how his mother is being hurt by U.S. Bank in Charlotte. This is not isolated, however to U.S. Bank. We witness big bank policies hurting the elderly everyday.Schedule your FREE consult today: 1-888-999-6600Online at: mcelderlaw.com/scheduling#estateplanning #realestate #banks #banking #guardianship #guardianships #elderlaw #attorney #lawyer
10/3/2022 • 19 minutes, 22 seconds
Irrevocable Income Trusts
Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!
9/30/2022 • 9 minutes, 57 seconds
Irrevocable Income Trusts
Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!
9/28/2022 • 9 minutes, 57 seconds
Elder Law Report with Special Guest, Dr. Buffy Lloyd-Krejci.
Our special guest today on the Elder Law Report is Dr. Buffy Lloyd-Krejci. She is one of the foremost authorities on infection prevention and control in nursing homes and long-term care facilities! She also talks about her book, Broken, which is a #1 Amazon Best Seller!SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #nursinghome #longtermcare #education
9/26/2022 • 29 minutes, 59 seconds
Want to stop hemorrhaging money?
Are your stocks losing money? What does this mean for you and your investments and how can you prevent losing money? Because of the current bear market, many people are wondering how to prevent losing even more money and how to protect their assets that they have worked their whole lives for. Ryan Begley, the Benefits Specialist with McIntyre Elder Law, sits down with Brenton Begley, Elder Law Attorney, to discuss some of the AMAZING insurance products that have the potential for you to make money, without losing money!You don't want to miss this episode!#theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
9/22/2022 • 6 minutes, 31 seconds
Charlotte Today Show - What is Guardianship and how to avoid them.
What is Guardianship and how to avoid them. Check out the latest episode of the Charlotte Today Show with attorneys Greg McIntyre and Therron Causey.#estateplanning #elderlaw #realestate #guardianship #guardianships #conservator #attorney #lawyer #poa #powerofattorney #will #trust #fyp #viral #foryoupage
9/12/2022 • 4 minutes, 42 seconds
Elder Law Report - Leona Neal Senior Center
Our special guest today on the Elder Law Report is Daniel Dedmon from the Leona Neal Senior Center! The senior center provides a place Monday through Thursday from 8 AM-5 PM and Friday 8 AM-1PM for adults age 55 and older to easily access information and services as well as to meet to socialize and enjoy participating in programs and special seasonal events.SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #realestate #trusts #medicaidcrisisplanning #community #seniorcenter #senior activities #seniorgames
9/9/2022 • 14 minutes, 37 seconds
Elder Law Report - Chefs for Seniors
Cooking can be a problem for seniors. Getting the right nutrition. Feeling good enough to cook. Being lonely. Depression. Loss of appetite. Ability to actually cook. SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #realestate #trusts #medicaidcrisisplanning
9/2/2022 • 22 minutes, 40 seconds
Which Insurance Product will work best for you?
Insurance is a product that many people have, but when it comes to the details of insurance, many have questions about what's the difference between term insurance and other different insurance products. In this episode, Ryan Begley one of our Benefits Specialists for McIntyre Financial explains the different types of insurance products, how they are used, and what they are best suited for. Whether it's a Whole Life Insurance policy, or a Term Insurance policy, we can help you find the best insurance product to help fit your needs so you can have peace of mind while we help you protect your assets and preserve your legacy.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
9/2/2022 • 7 minutes, 4 seconds
What in the World is a Burial Trust?
In this episode, we will be discussing Burial Policies, and how you can use them to become Medicaid compliant in the state of North Carolina. A Burial Trust is a great tool to make sure that your assets are protected and that your loved ones aren't left with the burden of providing a funeral and burial for you. Burial policies are a fairly easy process, stay tuned for more. #theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
8/31/2022 • 4 minutes, 6 seconds
Life Insurance Policies and Trusts
Did you know that if you have large medical bills your whole estate could be wiped out? It's horrifying to think that this could happen to anyone. Thankfully there is some good news to help you avoid this situation. Learn how you can avoid the probate process and learn more about life insurance policies and trusts, and how this brilliant strategy may have the potential to create generational wealth for you and your family while not wiping out your estate. Trust us, you don't want to miss this episode!#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
8/26/2022 • 17 minutes, 5 seconds
Elder Law Report - Union County Senior Nutrition Program
Today on the Elder Law Report, we have special guest, Emily Colson, director of the Union County’s Senior Nutrition Program. This program provides meals to individuals 60 and over throughout Union County. Call 704-292-2567 or go to unioncountync.gov/seniormeals#elderlaw #seniors #volunteers #community #estateplanning #nutrition #healthylifestyle
8/24/2022 • 19 minutes, 56 seconds
McIntyre Elder Law Report -Life's Lessons with David Lamoureaux
Today we sit down with Mr. David Lamoureaux, author, teacher, life coach, and motivational speaker to hear about his life experiences and what lessons life can teach us. Trust us you don't want to miss this one! If you're interested in learning more about estate planning and our other services, give us a call today at 888-999-6600.
8/19/2022 • 18 minutes, 26 seconds
How Can the Ladybird Deed Protect Your Home?
How can the ladybird deed protect your home? Did you know that North Carolina has a special deed called a Ladybird Deed that allows you to name someone to receive your property automatically upon your passing? The Ladybird Deed also passes outside of probate and you remain one hundred percent in control of the property, meaning you can sell the property, mortgage the property, and more. Ryan Begley, Benefit's Specialist sits down with attorney Eric Baker to discuss the benefits of a ladybird deed and how you can use it to protect your home. #theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
8/17/2022 • 4 minutes, 17 seconds
Charlotte Today Show - Never transfer assets into your kids names
Never transfer assets into your kids names.📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com/scheduling.#estateplanning #elderlaw #trusts #livingtrust #home #realestate
8/15/2022 • 3 minutes, 48 seconds
McIntyre Financial Report -Taxes and Long-Term Care Insurance
A common question that many people have is will my life insurance be taxed? In this episode Elder Law Attorney Ryan Begley talks with Financial Benefits Specialist Ryan Begley to discuss Taxes and Long-Term Care insurance and what best steps you can take to protect your assets and preserve your legacy. #financialplanning #medicaid #estateplanning #longtermcare #insurance #stocks #bonds #annuities #retirement #assetprotection #assetplanning #longtermcareinsurance #mcintyrefinancial
8/10/2022 • 28 minutes, 21 seconds
Elder Law Report - Reverse Mortgages
Reverse Mortgage. Need an extra stream of income, pay off existing mortgage, and/or private pay for long-term care? A reverse mortgage may be a good option for you. Gina, and Greg discuss the benefits of reverse mortgage in this week's edition of the Elder Law Report.#reversemortgage #mortgage #retirement #longtermcare #medicaid #nursinghomecare #trusts #trust #estateplanning #medicare #elderlaw #attorney #lawyer #retirementincome #retirementplanning
8/5/2022 • 18 minutes, 32 seconds
McIntyre Financial Report - The Process
Our benefits Specialist, Ryan Begley, makes it easy for you to talk about getting your financial affairs in order. The process can take as little as 15 minutes or as long as you need. Schedule your FREE consult today!Call: 704-218-9223Email: [email protected] at: mymcfi.com#estateplanning #elderlaw #lawyer #attorney #realestate #longtermcare #financialplanning #financialplanner #insurance #lifeinsurance #longtermcareinsurance #jigglejiggle #fyp
8/3/2022 • 5 minutes, 29 seconds
McIntyre Financial Report - We Work Hard to Get You Approved
Hunter & Ryan talk through sone personal and medical issues that people may think will prevent them from obtaining benefits like insurance. At McIntyre Financial, we are used to uncomfortable conversations. Schedule your free consultation today at 704-218-9223. #Diabetes #life #insurance #lifeinsurance #money #attorney #agent
7/28/2022 • 3 minutes, 35 seconds
Elder Law Report - Dream Team
McIntyre Elder Law and McIntyre Financial collaborate together to be able to provide clients with a well-rounded experience. McIntyre Financial has access to Medicaid Compliant Annuities that be used to transfer funds out of the individual's name who needs the long-term care. This can be used to allow the person to qualify for Medicaid and get the care they need while preserving a large amount of their assets.Call us today for a FREE consultation at 888-999-6600#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
7/15/2022 • 4 minutes, 13 seconds
McIntyre Financial Report - Disability Insurance
Approximately 1/2 the work force has no protection against becoming temporarily or worse, permanently disabled. Learn how disability insurance should be a vital part of your financial plan.#estateplanning #insurance #financialplanning #financialplan #disability #disabiityinsurance #realestate #longtermcareinsurance #annuities #retirement #ira #401k #assetprotection
7/13/2022 • 6 minutes, 46 seconds
Charlotte Today Show - High Wealth Estate and Tax Planning
Our MEL Signature Services focuses on high wealth estate and tax planning. We understand how hard you and your family work for your money. We understand how hard it is intodays complex system of taxation to hold on to it, maximize it and create a comprehensive plan to pass it to your loved ones in a meaningful way. That's what MEL Signature Services is all about. Let us help you and your family. Give us a call today at: 1-888-999-6600 or schedule your FREE consultation online at: mcelderlaw.com/scheduling.#highwealth #legacy #legacyplanning #estateplanning #tax #taxplanning #insurance #elderlaw #realestate #attorney #lawyer
7/11/2022 • 4 minutes, 53 seconds
McIntyre Financial Report - Harmony Plan
Is your financial planner working with your attorney? If not, you may want to investigate the benefits. Greg & Ryan discuss the benefits of harmony in this relationship.#attorney #financialplanner #insurance #assetprotection #estateplanning #elderlaw #annuities #wills #trusts #probate #estates #lawyer #taxplanning #longtermcare
6/30/2022 • 9 minutes, 4 seconds
Elder Law Report - We Care For Seniors ft. Robin Elbertson
Today on the Elder Law Report we have special guest, Robin Elbertson, from We Care For Seniors! We Care For Seniors is a concierge & companion service here in Charlotte, NC! Robin started We Care For Seniors out of a deep love for her own parents and the many ways she has been able to help them as they age.SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
6/24/2022 • 13 minutes, 9 seconds
McIntyre Financial Report - Got holes?
Got holes? Today on the McIntyre Financial Report, Attorney Greg McIntyre, discuss the importance of Estate Planning & Financial Planning. SOME MANY PEOPLE DO NOT KNOW THIS! CHECK IT OUT!Schedule your FREE consult today. Call 704-218-9223 and email [email protected]#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
6/22/2022 • 5 minutes, 1 second
Elder Law Report - Out Of State Documents
“I have a will that was drafted for me out of state. Is it valid in North Carolina?” The answer? It depends. Even if you had your will drafted by an attorney, different states have different laws. On the Elder Law Report today, attorney Greg McIntyre & attorney Therron Causey discuss this in detail.SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
6/17/2022 • 11 minutes, 31 seconds
McIntyre Financial - Medicare Supplements
How to choose a Medicare Supplement Plan:Ryan & Greg talk about the following 4 keys to knowing and choosing the right plan and company for you:1. Standardized Plans.2. No Networks.3. Most Popular Plans.4. Choose the right Insurance Company.Schedule your FREE consult today. Call 704-218-9223 and email [email protected].#medicare #medigap #coverage #retirement #medicaid #health #wellness #insurance #insuranceplan #mcfi #mcintyrefinancial #benefits #hositpal #doctor #attorney #lawyer #estateplanning
6/16/2022 • 11 minutes, 52 seconds
The Charlotte Today Show - Will you get hit with excessive taxation when you die?
Will you get hit with excessive taxation when you die? Mia, Greg & Brenton discuss how to avoid excessive taxation with proper Estate Planning.SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
6/14/2022 • 5 minutes, 39 seconds
Elder Law Report - Guardianships defined
Guardianship defined. Attorneys Greg McIntyre & Therron Causey discuss what YOU need to know about guardianships in North Carolina. How to avoid them, when they are necessary, and important factors to consider. Tune in to this week's episode of the Elder Law Report!SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
6/10/2022 • 11 minutes, 36 seconds
McIntyre Financial Report - Annuities
Can Annuities Protect My Retirement? Ryan and Greg discuss the 4 types of annuities in this short video.Schedule your FREE consult today. Call: 704-218-9223 or email [email protected].#annuities #retirement #assetprotection #assetplanning #financialplan #retirementplan #estateplanning #estate #fixedannuities #mcfi #mymcfi
6/9/2022 • 9 minutes, 49 seconds
McIntyre Financial Report - Life Insurance
Life Insurance..How am I going to replace my income for my family? How will the kids go to college? How will I leave a legacy? The answer to these and many other questions is life insurance. Schedule your FREE consultation today! Call 704-218-9223 and email [email protected]#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities
6/2/2022 • 13 minutes, 52 seconds
Elder Law Report - Dreaded Look Back Period..
Joining Attorney Brenton Begley today is his brother, Ryan Begley! Ryan is a benefits specialist with our sister company, McIntyre Financial. Today they are discussing the dreaded Look Back Period! Tune in to learn more, and if you have any questions, Just Ask. SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
5/27/2022 • 9 minutes, 29 seconds
McIntyre Financial Report - Burial Policies
Burial Policies can be an important part of your plan.In this short video you will learn:1. What happens if you don’t have a burial policy?2. What happens if you do have a burial policy?3. How you can easily obtain a burial policy.Schedule your FREE consult today. Call 704-218-9223 or email [email protected].#burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer
5/25/2022 • 7 minutes, 22 seconds
The Charlotte Today Show - Private V.S. Public
Attorney Greg McIntyre sits down with Mia from The Charlotte Today show and goes through the most common estate planning tools and discusses the privacy implications of each document..SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
5/24/2022 • 4 minutes, 50 seconds
McIntyre Financial Report - Life Insurance: Term vs. Whole Life
Life Insurance: Term vs. Whole LifeWhich one is best for you and when? Ryan and Greg dig in and discuss the details and differences between term and whole life insurance in this episode of the McIntyre Financial Report.#realestate #lifeinsurance #wholelifeinsurance #termlifeinsurance #wholelife #term #estateplanning #financialplanning #elderlaw #attorney #advisor #assetprotection #investment #investments #assetplanning #assetpan #lawyer
5/19/2022 • 18 minutes, 32 seconds
Plan, protect, and preserve a legacy.
"Plan, protect, and preserve a legacy. Two elder law attorneys discuss the importance of implementing foundational documents, protecting assets, and more..."SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
5/13/2022 • 46 minutes, 6 seconds
McIntyre Financial Report - 3 Things You NEED to Know About Long Term Care Insurance
Greg & Ryan reveal the 3 things you need to know about along Term Care Insurance:1. Dispelling the Myths about Long Term Care Insurance.2. How to easily incorporate long term care insurance into your financial plan.3. A Hidden Gem of the industry. How to use a small portion of your retirement to pay for long term care.Schedule your FREE consult today @MyMcFi.com.Call: 704-218-9223Email: [email protected]#financialplanning #assetprotection #fyp #longtermcare #nursinghome #assistedliving #insurance #retirement #realestate #assetplanning #estateplanning #elderlaw
5/12/2022 • 14 minutes, 52 seconds
Elder Law Report - SUPPLEMENTAL INSURANCE..
SUPPLEMENTAL INSURANCE.. Watch now as Attorney Brenton Begley interviews Darius Ramsey from Globe Life Insurance, a leader in supplemental health and life insurance policies that provide financial security and peace of mind. Globe Life empowers their customers to Make Tomorrow Better by offering products that help secure their financial future and protect them when tragedy strikes! Globe Life is passionate about their mission to protect, serve, and give back to our neighbors. Watch now to see how Globe Life can help you! SCHEDULE A FREE CONSULT NOW: Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
5/12/2022 • 14 minutes, 5 seconds
How do I use Medicaid Compliant Annuities to save my retirement money?
In this edition of the McIntyre Financial Report, Greg and Ryan discuss how Medicaid Compliant Annuities are utilized when a family is facing losing retirement and other monies due to an assisted living or nursing home stay.#realestate #estateplanning #assetprotection #annuities #financialplanning #elderlaw #estateplanning #attorney #insurance #lawyer #financialplanner
5/5/2022 • 9 minutes, 15 seconds
Don't Let Allergies Get You Down!
Allergies are something we all suffer from but we don't have to! Kelly Jan with Carolina Allergy Solutions talks about non invasive methods to deal with allergies on this edition of the Elder Law Report.#allergies #elderlaw #estateplanning #holistic #holisticmedicine #health #wellness #aging #retirement #assetprotection #assetplanning
5/1/2022 • 27 minutes, 23 seconds
McIntyre Financial Report: Life Insurance, Retirement, and Long Term Care
Introducing Ryan Begley. Ryan, a former Asheville police officer, is absolutely excited about working with McIntyre Financial and bringing Insurance solutions to clients. Life Insurance can multiply your retirement and pay for long term care. Here about some really cool tools Ryan has in his tool bag.#insurance #longtermcare #retirement #planning #financialplanning #assetprotection #attorney #lawyer #elderlaw #estateplanning #mcintyrefinancial #realestate
4/27/2022 • 16 minutes, 42 seconds
LIVE Estate Planning Event! Got any questions about estate planning?
Greg and the team have a great time presenting about different aspects of estate planning. Great questions were asked during this event. Do you have a question?
4/22/2022 • 1 hour, 31 minutes, 41 seconds
McIntyre Elder Law explains the importance of Lady Bird Deeds
To learn more and schedule a free consult, go to mcelderlaw.com/lbd#ladybirddeed #lbd #savingthefarm #realestate #estateplanning #elderlaw #attorney #lawyer #assetplanning #assetprotection #retirementplanning #medicaid #longtermcare #nursinghome #assistedliving
4/10/2022 • 4 minutes, 10 seconds
Charlotte Today Show! Discussing planning with your family & the importance of planning...
Greg and Eugene talk about discussing planning with your family and the importance of planning on the Charlotte Today Show.SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
4/7/2022 • 4 minutes, 41 seconds
Inflation: How does inflation impact my estate plan?
Can inflation help me in some way? How? How do I protect my assets that have increased in value? Could inflation put me at risk of increased taxation? Are there ways to deal with or maximize my taxable exemptions?#realestate #inflation #hardassets #estateplanning #elderlaw #deeds #assetprotection #trust #trusts #revcablelivingtrust #benefits #longtermcare #irrevocabletrust
4/4/2022 • 10 minutes, 9 seconds
The Best Estate Planning Article Ever Written
I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to actually take the step to get organized and get your affairs in order. That’s a decision I can’t make for you. You can lead a horse to water and all that.
3/6/2022 • 5 minutes, 44 seconds
My Struggles With Planning
I struggle with planning. I have really been suffering with a stomach issue for the last six months. Here was my plan to beat it and to get back in the gym every day. What’s this have to do with the estate planning? Find out in this short video.
3/6/2022 • 10 minutes, 54 seconds
120 Hour Rule: A little known NC rule that can change the course of property when you die.
120 Hour Rule: A little known NC rule that can change the course of property when you die.The 120 Hour Rule should be talked about more often. If someone in your will or a beneficiary deceases within 120 hours after your death then it will change the course of distribution of your assets. Here is how it works.Schedule your FREE consult today: mcelderlaw.com/scheduling.
2/18/2022 • 5 minutes, 57 seconds
Automobile Trusts. What are they and are they for you?
Automobile Trusts. What are they and are they for you? It is a smart idea to separate your assets from your vehicles due to liability. Learn about how this works with an Auto-Trust.#realestate #estateplanning #elderlaw #lawyers #attorney #retirement #savings #nursinghome #assistedliving #SeniorLiving #automobile #car #truck #vehicle
2/6/2022 • 13 minutes, 35 seconds
LIVE!!! BREAKFAST SEMINAR!!! Are You Ready Estate Planning Seminar!
LIVE!!! BREAKFAST SEMINAR!!! Are You Ready Estate Planning Seminar! Join us this morning for a packed house, eggs, and education! Signup for a FREE consult today: mcelderlaw.com/scheduling.#realestate #estateplanning #elderlaw #lawyers #attorney #retirement #savings #nursinghome #assistedliving #SeniorLiving
2/5/2022 • 1 hour, 23 minutes, 25 seconds
Can I avoid probate with my car?
Should you use tax value or appraisal value for real estate in a probate estate? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.#realestate #probate #deed #estateplanning #will #attorney #elderlaw #lawyer #car #automobile #probate #will #estate #avoidingprobate #avoidprobate
1/9/2022 • 3 minutes, 47 seconds
What is a Spousal Allowance?
Should you open a probate estate or use a Spousal Allowance? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.
1/9/2022 • 2 minutes, 40 seconds
Tax Value versus Appraisal Value. That is the Probate question.
Should you use tax value or appraisal value for real estate in a probate estate? Elder Law Attorney, Greg McIntyre, explains the answers to this question in this short video.#realestate #probate #deed #estateplanning #will #attorney #elderlaw #lawyer
1/9/2022 • 4 minutes, 10 seconds
Today's Radio Appearance!!! New Year's Resolutions & Excuses.
Greg talks with Mark about what resolutions you should be making in 2022 and how to stop making excuses.#realestate #estateplanning #elderlaw #attorney #lawyer
1/4/2022 • 16 minutes, 48 seconds
Are you wondering What is Crypto?
Are you wondering What is Crypto? No worries. Crypto currency is an incredibly valuable asset. Attorney, Brenton Begley, recorded a 2 minute video discuss this topic!Schedule FREE CONSULT!Online at: http://mcelderlaw.com/scheduling.#bitcoin #ethereum #coinbase
11/19/2021 • 3 minutes, 51 seconds
How do I pass on my cryptocurrency? Plus the Digital Blockchain Trust (DBT) explained.
How do I pass on my cryptocurrency? Plus the Digital Blockchain Trust (DBT) explained.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com/scheduling.#cryptocurrency #shibainu #shib #ShibArmy #shibaswap #ShibaSwap #defi #bitcoin #ethereum #blockfi #BlockFi #CryptoLaw #cryptolaw #cryptolawyer #cryptolawyers #shibainucoin #shiba #shibacoin #ShibaCoin
11/10/2021 • 13 minutes, 16 seconds
How to be prepared during this CRAZY time!!!
It has been a wild 1 & 1/2 years. Here is what you need to do to be prepared.Greg McIntyreEstate Planning & Elder Law Attorney
10/29/2021 • 13 minutes, 41 seconds
Is Your Retirement Protected?
Is my retirement account protected? Find out in this short video from firm partner, Brenton Begley.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com/scheduling.
10/9/2021 • 4 minutes, 16 seconds
Be Prepared for Anything!
📈We all have been affected by the pandemic. Here are 3 things you can do to be prepared no matter what may come.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com/scheduling.
9/23/2021 • 6 minutes, 22 seconds
$1M in 1 Year: Episode 16: Breaking Down the Numbers
$1M in 1 Year - Episode 16: Breaking Down the Numbers.I leased the condo project!!! I go through the numbers for the condo, Digital currency holdings and stock holdings to detail where I am in the $1M in 1 Year project. Enjoy the show!⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
9/7/2021 • 14 minutes, 59 seconds
Need to qualify for Medicaid to pay for Long Term Care?
What are some of the most common issues that arise when you need to qualify for Medicaid to pay for long term care? Attorney Therron Causey discuss those common issues in this quick 3 minute video! CHECK IT OUT!Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
8/27/2021 • 4 minutes, 46 seconds
The tool that could save your home and money and qualify you for long term care benefits.
The tool that could save your home and money and qualify you for long term care benefits. Watch this short video on the Medicaid Asset Protection Trust.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
8/25/2021 • 6 minutes, 5 seconds
How Should the Law Adapt to Rapid Technological Advances?
Brenton and Therron discuss how technological advancement is exponential and whether the law should attempt to change along with it. Brenton and Therron discuss the historical approach to this issue through the lens of Utilitarianism, Deontology, and religion.
8/22/2021 • 49 minutes, 36 seconds
The 4 Steps to FINALLY getting your Estate Plan in place. Schedule your FREE CONSULT today!
The 4 Steps to FINALLY getting your Estate Plan in place. Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
8/6/2021 • 7 minutes, 49 seconds
🏌🏽♂️🏊♀️Do you want to stay active and healthy well into old age?
🏌🏽♂️🏊♀️Do you want to stay active and healthy well into old age? LISTEN UP!!! Part one of our longevity series we call the Prometheus Project.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
8/6/2021 • 12 minutes, 44 seconds
Do You Have the Right to Die?
Brenton and Therron discuss the right to die and whether physician assisted suicide should be a fundamental right.
7/30/2021 • 44 minutes, 16 seconds
HOW TO AVOID LAZY GRANDKIDS!!!
HOW TO AVOID LAZY GRANDKIDS!!! Is there anything worse than entitled people??? Not many things. We all work hard for what we have. It made us who we are. How can you leave a legacy for your family without spoiling or creating entitled grandkids or heirs? Find out in this episode of the Elder Law Report.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
7/29/2021 • 12 minutes, 17 seconds
❤️ 🏠 Love REAL ESTATE??? Are you protecting yours?
❤️ 🏠 Love REAL ESTATE??? We do too! What are you doing to protect and manage yours? Find out in this episode of the Elder Law Report.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
7/23/2021 • 11 minutes, 42 seconds
What TO DO if a bank says NO… to a financial Power of Attorney (POA). I need to tell you this…
What TO DO if a bank says NO… to a financial Power of Attorney (POA). I need to tell you this… Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
7/20/2021 • 10 minutes, 21 seconds
Conquering Your Fears
Conquering Your Fears. Why do we not take action to grow? Why do we put off tough decisions? Find out in this episode of the Elder Law Report.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
7/13/2021 • 16 minutes, 16 seconds
$1M in 1 Year: Episode 15: Condo Project Update.
$1M in 1 Year: Episode 15: Condo Project Update. I just finished 3 big projects!!! Ready to move to the lease.
7/5/2021 • 6 minutes, 4 seconds
Happy 4th from The McIntyres!
Happy 4th from The McIntyres! We are so committed to your independence that we are offering a FREE CONSULT for you and your family(a $300 value).- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: http://mcelderlaw.com.
7/4/2021 • 3 minutes, 12 seconds
Avoiding the Truth & Reality produces warped outcomes.
Avoiding the Truth & Reality produces warped outcomes. Hear how in this edition of the Elder Law Report.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
7/1/2021 • 16 minutes, 48 seconds
DANGER!!! Stop taking legal advice from non-lawyers.
DANGER!!! Stop taking legal advice from non-lawyers. From funeral homes to financial planners there are lots of non-attorneys doling out legal advice these days. Brenton and Greg explore the dangers of listening to non-attorneys in this Elder Law Report.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
6/25/2021 • 19 minutes, 52 seconds
TRUSTS! In depth trust workshop with attorney Brenton Begley in this week’s Elder Law Report.
TRUSTS! In depth trust workshop with attorney Brenton Begley in this week’s Elder Law Report. Revocable, Irrevocable, Convertible? What do they do and which one might be the right tool to save your home and retirement?Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
6/22/2021 • 33 minutes, 19 seconds
Trusts explained in 2 minutes.
Trusts explained in 2 minutes. Is a trust right for you? Find out in this short video.Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
6/20/2021 • 3 minutes, 5 seconds
$1M in 1 Year: Episode 14: I’m Done Gambling!!!
$1M in 1 Year: Episode 14: I’m Done Gambling!!!After a month of up and down markets and crazy meme stocks I have learned some extremely valuable lessons and headed in a new direction with new wisdom. Enjoy the show!⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
6/20/2021 • 18 minutes, 27 seconds
How to protect your hard earned money and property.
From the Charlotte Uptown Desk of Attorney Therron Causey: How to protect your hard earned money and property.Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
6/11/2021 • 4 minutes, 58 seconds
Adult Guardianships Explained!
Charlotte Uptown Attorney, Therron Causey, works on lots of Adult Guardianship cases for our firm. He was kind enough to record a 3 minute video on Guardianships for us. Enjoy!Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
6/11/2021 • 3 minutes, 48 seconds
How to Protect Your Home!!!
How to Protect Your Home!!! First you have to know the several risks… Watch this short, informative video from Attorney Brenton Begley.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
6/11/2021 • 4 minutes, 7 seconds
The Many Ways You Own Real Estate
The Many Ways You Own Real Estate . Elder Law Report . How can the way you own real estate help or hurt you as you age? Find out in this week’s episode. Schedule your free consult today at: mcelderlaw.com.
6/11/2021 • 27 minutes, 14 seconds
🏠 The Many Ways You Own Real Estate . Elder Law Report
🏠 The Many Ways You Own Real Estate . Elder Law Report . How can the way you own real estate help or hurt you as you age? Find out in this week’s episode.
5/22/2021 • 26 minutes, 53 seconds
Sippin' tea ☕ with T!
Our Probate Case Manager, Tiffany Blackburn, breaks down the "Publication Period" that takes place during a Probate process.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning
5/18/2021 • 2 minutes, 49 seconds
Proud Dad: Elder Law Report: The Real Legacy… The One’s We Love!
My oldest son, Jordan, graduates from UNC in the morning. Up late, in a hotel, reminiscing over a little baby boy who we raised into a man and is now graduating from college. How time flies.Schedule your FREE CONSULT today!Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991Online at: mcelderlaw.com.
5/16/2021 • 11 minutes, 34 seconds
❌ Elimination of Step-Up-In-Basis?
❌ Elimination of Step-Up-In-Basis? High taxation and what that might mean for you and more in this Elder Law Report. Stay tuned!!! Schedule your FREE CONSULT today!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
5/7/2021 • 26 minutes, 55 seconds
$1 M in 1 Year: Episode 13: Problems ARE Opportunities.
$1 M in 1 Year: Episode 13: Problems ARE Opportunities.Really struggling the last few weeks with down markets and digital currency. What opportunity is there in this crisis? *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril.
4/25/2021 • 10 minutes, 56 seconds
3 Commonly Held Misbeliefs about Money, Aging & Estate Planning.
✅ 3 Commonly Held Misbeliefs about Money, Aging & Estate Planning.⚜️Medicare will pay for long-term care.⚜️I have a spouse so who needs an estate plan.⚜️I have money. Why plan?These questions and more answered in this Elder Law Report.📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
4/24/2021 • 26 minutes, 12 seconds
✅SPECIAL TRUST EPISODE!!! Everything you need to know about trusts in this Elder Law Report!
✅SPECIAL TRUST EPISODE!!! Everything you need to know about trusts in this Elder Law Report!⚜️Avoiding Probate.⚜️Maximizing Estate Tax Exemptions.⚜️...and much, much more!📱Call for Free Consult:- Charlotte: 704-749-9244- Shelby: 704-259-7040- Hendersonville: 828-233-5991💻Online at: mcelderlaw.com.
4/17/2021 • 26 minutes, 47 seconds
⚡️How You Are Set Up to Fail
Elder Law Attorney Brenton Begley talks about the system the people face as they age. From long term care costs 💰 to Guardianship and how you can ACT to PROTECT yourself, home and retirement. Enjoy this special episode. For a free consult call: 704-749-9244 or schedule online at mcelderlaw.com.
4/8/2021 • 7 minutes, 27 seconds
$1M in 1 Year: Episode 12: Working the System.
$1M in 1 Year: Episode 12: Working the System.I have really worked on perfecting my system. I have decided I want to creat my own trading algorithm. More to come in how to do that as I go through the process.This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
4/6/2021 • 10 minutes, 26 seconds
Are Your Rights in Danger. Guardianships Explored.
In today's Latte with a Lawyer episode, Attorney Brenton S. Begley explores the ease by which your rights could be taken away in a Guardianship court proceeding.
3/31/2021 • 14 minutes, 12 seconds
What is Estate Planning and Why Do It?
Estate planning and elder law attorneys Greg McIntyre and Brenton Begley explore the ins and outs of estate planning from Foundations to Trusts.
3/30/2021 • 28 minutes, 25 seconds
Back To Your Roots
Sometimes you have to go back to your roots to move forward. We stand on the shoulders of our parents, our grandparents. Soon, we will be the roots. Let us help you build a firm foundation and plan at McIntyre Elder Law. Visit us today: mcelderlaw.com.
3/30/2021 • 5 minutes, 28 seconds
How to plan like them...
How to plan like them... Give and get the gift of peace of mind this Christmas. Get you affairs in order with a $200 off Coupon for estate planning services: mcelderlaw.com/holidays.
3/30/2021 • 4 minutes, 7 seconds
How can I be HURT by simply NOT KNOWING?
Knowledge is power in a legal maze of changing rules and laws. From taxes to changes in the law regarding long term care benefits. Stay INFORMED! Learn what you NEED TO KNOW to protect your children and grandchildren. Leave a legacy of life long learning. Signup for the FREE Elder Law Report eNewsletter TODAY! SIGN UP NOW!: http://mcelderlaw.com/signup-newsletter/
3/30/2021 • 5 minutes, 46 seconds
How can I afford Estate Planning?
Anyone can afford estate planning. We have clients from all walks of like and we have trained checkout personnel that will work with you to help you achieve your goals and plan.
3/30/2021 • 3 minutes, 54 seconds
Part 3: How to ACTUALLY qualify for Long-Term Care Medicaid.
Part 3: How to ACTUALLY qualify for Long-Term Care Medicaid.Part 3 of a 3 part series on: How to qualify for Long Term Care Medicaid?That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
3/30/2021 • 4 minutes, 48 seconds
I SHALL NOT FAIL!!!
I may fail as a father sometimes... as a husband... But I will abs have planned a legacy to take care of my children and grandchildren. If we can help you... I offer a FREE consult: 704-749-9244 or online at mcelderlaw.com.
3/30/2021 • 4 minutes, 49 seconds
Why People Don’t Plan?
Why People Don’t Plan? NEW ARTICLE! Doing some writing today and wanted to pop on and talk about the #1 psychological reasons why people don’t plan. Schedule today: mcelderlaw.com/freeconsult.
3/30/2021 • 7 minutes, 27 seconds
Who I am and how I can help you.
I have saved HUNDREDS OF MILLIONS $$$ for clients and their families!!! Who I am and how I can help you. Schedule your FREE consult today: mcelderlaw.com.
3/30/2021 • 22 minutes, 30 seconds
2021 In Depth Planning!!!
Every year I engage in in-depth planning with my team and with a professional business coach, Bob DeMers. This planning has been invaluable to the development of our business.
3/30/2021 • 4 minutes, 59 seconds
WE’RE STUCK!!!! HELP!!!
WE’RE STUCK!!!! HELP!!! So we are stuck in a freight elevator this morning. Stay cool knowing your affairs are in order. Contact us for your free consult: mcelderlaw.com.
3/30/2021 • 7 minutes, 44 seconds
Setting yourself up for success!
Why I wake up at 4:30am. Why planning ahead is best. Setting yourself up for success! Learn More at mcelderlaw.com.
3/30/2021 • 4 minutes, 16 seconds
Working on 2020 client work and planning for 2021.
An eerily quiet day at the firm. Working on 2020 client work and planning for 2021. Are you planning? Take advantage before year’s end: mcelderlaw.com/holidays.
3/30/2021 • 11 minutes, 18 seconds
Elder Law Handbook
Get your copy of the Elder Law Handbook! Author and Attorney, Brenton S. Begley, talks about his new and important book.
3/30/2021 • 7 minutes, 44 seconds
Side effects of a Reverse Mortgage. What are they?
Side effects of a Reverse Mortgage. What are they? That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com
3/30/2021 • 6 minutes, 41 seconds
$1M in 1 Year: Episode 2:
$1M in 1 Year: Episode 2: Where do I get the right information? Is there enough information available for the common person to have a fair shot at making a profit in capital markets?
3/30/2021 • 13 minutes, 50 seconds
Is there Common Law Marriage in NC and how does it affect your estate plan?
That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
3/30/2021 • 3 minutes, 56 seconds
$1M in 1 Year. Episode 3.
Episode 3: Margin Call? Greg experiments with buying on margin in an effort to learn and reach his goal. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
3/30/2021 • 24 minutes, 5 seconds
$1M in 1 Year: Episode 6: Patient Pig.
$1M in 1 Year Episode 6: Patient Pig. I’m continuing to learn and one of the big lessons is patience. Patience to learn my base portfolio stocks. Patience to know that everyday is a new day. Making steady gains. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year ⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
3/30/2021 • 15 minutes, 49 seconds
$1M in 1 Year. Episode 5: Always listen to your gut!
$1M in 1 Year Episode 5: Always listen to your gut! Continuing to learn and coming off a bad week, Greg dusts himself off and gets back in the trading game. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
3/30/2021 • 22 minutes
Morning Drive with the Elder Law Guy. Lady Bird Deeds.
Morning Drive with the Elder Law Guy. Lady Bird Deeds. Save the home! TAKE ACTION BEFORE ITS TOO LATE!!! This is an issue I see repeatedly. Schedule your FREE consult today: 704-749-9244, or online at: mcelderlaw.com.
3/30/2021 • 4 minutes, 10 seconds
$1M in 1 Year: Episode 7: Bitcoin is Digital Gold!!!
1M in 1 Year Episode 7: Bitcoin is Digital Gold!!! Made a bigger investment in Bitcoin this week and watched it climb to nearly $57k per coin. Invested in an uptown, high-rise condo and made steady stock gains playing the volatility of TSLA. I am now 1/4 of my way to $1M in mid February. Pretty happy with that. 😃
3/30/2021 • 30 minutes, 24 seconds
$1M in 1 Year. Episode 4: Hold the Line.
$1M in 1 Year Episode 4: Hold the Line. A bloody week on the street and Greg learns a new strategy to protect losses and experiments with buying on margin. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
3/30/2021 • 30 minutes, 45 seconds
What’s the Legality of a Lady Bird Deed in NC?
What’s the Legality of a Lady Bird Deed in NC? That’s the topic of this morning’s Latte with a Lawyer. A short talk over coffee about life, wealth and legal issues. Pour a cup and enjoy! To schedule a FREE CONSULT call: 704-259-7040 or @ mcelderlaw.com.
3/30/2021 • 7 minutes, 11 seconds
How to Write a Will
How to Write a Will: Short eCourse on how to write a will. If we can help call us at 704-749-9244 and online at mcederlaw.com.
3/30/2021 • 21 minutes, 46 seconds
$1M in 1 Year. Episode 1.
$1M in 1 Year. New show featuring Greg’s journey from a starting point to $1M invested in 1 Year. This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year
3/30/2021 • 20 minutes, 13 seconds
$1M in 1 Year: Episode 9: What goes down MUST come up!
Episode 9: What goes down MUST come up! This week was tough! Market down as a whole and got locked into a margin but on Apple (AAPL) and just watched it sink. Still alive, though, as it rose Friday and I expect it to keep rising. Still putting money into Bitcoin. Enjoy this episode! 😎
3/30/2021 • 10 minutes, 36 seconds
DIVORCE & WILLS
DIVORCE & WILLS: If I get divorced should I change my will? Find out in today’s episode of Latte with a Lawyer!
3/30/2021 • 4 minutes, 39 seconds
Are you an imposter?
Are you an imposter? You are enough. Attorney Brenton Begley discusses the fears he’s overcome and how he helps clients overcome theirs to help them plan.
3/30/2021 • 5 minutes, 5 seconds
Revocable Living Trust
A revocable living trust or RLT may be a great way for you to: 1. Stay in control of assets. 2. Avoid Probate. 3. Maximize your taxable exemptions. Contact our firm for your FREE consult today: 704-749-9244 or online at: mcelderlaw.com/freeconsult
3/30/2021 • 3 minutes, 40 seconds
Irrevocable Trust
Join our Shelby attorney, Brenton Begley, as he sits down and talks about an Irrevocable Trust! Call our office if we can help you or your family: 704-749-9244 or at mcelderlaw.com.
3/30/2021 • 2 minutes, 21 seconds
Testamentary Trusts
Testamentary Trusts: These can be a straightforward way to utilize your will to create trusts for your property lasting well into the future. Schedule your FREE consult today: 704-749-9244, or schedule online at: mcelderlaw.com.
3/30/2021 • 4 minutes, 56 seconds
$1M in 1 Year: Episode 10: Breaking Down the Strategy. Documentation.
$1M in 1 Year: Episode 10: Breaking Down the Strategy. Documentation. The last 2 weeks I first, sat down and wrote out my strategy into a system whereby I evaluate my picks for the week. Second, implemented that system and methodically made up my losses, Third, set a “LOCKOUT” limit. And, fourth, followed my written plan to be up $20k at the end of week 2. Still putting money into Bitcoin. Enjoy this episode! 😎 This is an honest, raw and scary look at the ups and downs of investing. Greg wants a dialogue with all those out there trying to grow their savings. #LetsTalk #1Min1Year ⚠️ *I am not a licensed investor or broker. I carry no securities licenses. Nothing I do on this show should in any way be considered investment advice. Financial markets can be volatile so invest at your own risk and peril. ⚠️
3/30/2021 • 19 minutes, 26 seconds
🤷♀️ Now What? I’ve Been Appointed as Agent under a Power of Attorney.
🤷♀️ Now What? I’ve Been Appointed as Agent under a Power of Attorney.So, you’ve been named as somebody’s agent under power of attorney. That person (the “Principal”) is beginning to need your help making financial and healthcare decisions. What are you next steps?✅ Schedule your FREE consult today! Call: 704-749-9244, or online at: mcelderlaw.com
3/19/2021 • 14 minutes, 33 seconds
Education Spotlight. Home Protection with Deeds.
Education Spotlight. Home Protection with Deeds.Estate Planning & Elder Law Attorney, Brenton Begley gives a great education moment to our team and you on how to protect your home with deeds. Schedule your FREE consult today: 704-749-9244, or online at: mcelderlaw.com/freeconsult.https://youtu.be/tXb4E3ByjRk
3/16/2021 • 12 minutes, 37 seconds
Taxation and Trusts
Trust and Taxation: That’s the topic of the new Elder Law Report! What are pending changes in tax law that could hit you the hardest and what can you do to protect yourself and family? Schedule your FREE consult today: 704-749-9244 or online at: mcelderlaw.com.https://youtu.be/QA54WS2nT8U
3/15/2021 • 16 minutes, 45 seconds
How can I be HURT by simply NOT KNOWING?
Knowledge is power in a legal maze of changing rules and laws. From taxes to changes in the law regarding long term care benefits. Stay INFORMED! Learn what you NEED TO KNOW to protect your children and grandchildren. Leave a legacy of life long learning. Signup for the FREE Elder Law Report eNewsletter TODAY! SIGN UP NOW!: http://mcelderlaw.com/signup-newsletter/
3/8/2021 • 5 minutes, 45 seconds
Sign Up for the Elder Law Report eNewsletter NOW!!!
We know you were going to love staying up-to-date with legal ways to save your hard-earned money and property. Sign up today! Go to: https://mcelderlaw.com/signup-newsletter/
3/8/2021 • 1 minute, 40 seconds
SHOWCASE: PROBATE
SHOWCASE: PROBATE. See what really happens when a will is probated from the inside of our firm’s probate department. Also so tips and tricks to avoid probate. Schedule your FREE consult today: 704-749-9244 or online at: mcelderlaw.com.
3/4/2021 • 6 minutes, 4 seconds
What did you forget to do?
Ever have that nagging feeling that you forgot something and it nags at you all day until you take care of whatever it is? Me, too! Greg & Brenton talk about doing the things you forgot to do and gaining clarity and peace of mind in this week's episode of the Elder Law Report.
2/22/2021 • 9 minutes, 29 seconds
Rumors of the Elimination of Step-Up In Basis and How to Preserve It... and Why You SHOULD Care!
With rumors of eliminating the step-up in basis on property you should be concerned. We certainly are and have a solution that we would like to share with you. Should you wish to schedule a FREE consult please call: 704-749-9244 or online at: mcelderlaw.com.
2/22/2021 • 13 minutes, 26 seconds
Is my Power of Attorney adequate and will it stand the test if time❓
Is my Power of Attorney adequate and will it stand the test if time❓
2/22/2021 • 6 minutes, 17 seconds
Why are life’s best decisions the toughest?
Greg is really struggling with some tough decisions with growing the firm and his role. All of life’s best decisions are the toughest and that includes estate planning. In this Elder Law Report we examine the value of not holding on too tight. If we can help with your tough decisions let us know: mcelderlaw.com.
10/16/2020 • 9 minutes, 28 seconds
How to Fund a Trust
Let’s dispel the myth that a trust when drafted automatically controls or holds property. It must be funded. Brenton and Greg talk about how to fund a trust with many types of property and assets.
10/10/2020 • 10 minutes, 51 seconds
2020 Elder Law Debates!!!
A rough & tumble format between 2 cantankerous candidates, Rex Rational and Erny Irrational. These 2 face off for your vote of planning versus spontaneity. Which one wins? You decided. For your Free Consult call: 704-749-9244 or at mcelderlaw.com. And remember... This vote is all about you and your future!
10/9/2020 • 11 minutes, 1 second
4 Signs It Is Time To Consider A Trust
- One or more pieces of real estate. Substantial retirement assets.- Aging & Health Problems.- No Long Term Care Insurance.- Blended Family.
10/3/2020 • 11 minutes
DANGER!!! Should I Sign a Nursing Home Contract?
Maybe, but you need to be aware of the dangers of doing so and a disturbing trend within the industry. Watch this informative Elder Law Report.