Elder Law Report

Elder Law Report

Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.

Episodes

February 28, 2024 5 mins

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...

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Unlock the secrets to safeguarding your financial future with the expert guidance of Greg McIntyre from McIntyre Elder Law. This episode is a deep dive into the world of revocable and irrevocable trusts, where Greg, with the help of his trusty coffee cup analogy, explains how a revocable living trust offers you control and flexibility over your assets. Whether you're looking to understand the ease of asset management or t...
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From the sunny shores of Punta Gorda, Florida, we're thrilled to announce the newest attorney to join the McIntyre Elder Law team, Attorney Jordan Bentley. 

This episode, Attorney Samantha Gordan sits down with Jordan to share his heartfelt journey and professional evolution. Jordan opens up about navigating family law with compassion and how he seamlessly ties his experience into his new role in estate planning and e...

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Join me, Greg McIntyre, attorney Samantha Gordon, and her new puppy Winchester, as we tackle the heartwarming task of setting up a Pet Trust. It's more than just a legal safeguard—it's a pledge to ensure your pet thrives even in your absence. Together, we unravel the process of appointing a caregiver, earmarking funds, and detailing care instructions, so your pets maintain the lifestyle they adore. This is your chance to ...

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Discover how to navigate the tricky waters of updating your estate planning documents when life takes you across state lines. Join me, Greg McIntyre, and the astute Attorney Jane Dearwester, as we dissect the complexities that come with interstate moves and the impact on your estate plans. We strip down the legal jargon to offer you a clear understanding of how varying state laws can affect trusts, real estate, and the essential do...

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Ever find yourself tangled in the web of property ownership disputes? Greg McIntyre of McIntyre Elderdoll is our guiding light in the murky waters of quiet title actions. This episode is an eye-opener into the world of real estate law, where Greg unravels the complexities of 'cloud on title' issues, and uncovers the reasons why someone might need a court's help to affirm their property rights. It's a treasure tr...

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When the validity of a will comes into question, emotions and stakes run high - it's a scenario that could affect any one of us. Our premiere litigation series episode unpacks the concept of will caveats, diving into the roles of the 'caveator', who raises the challenge, and the 'propounder', who must defend the will's honor. We navigate the murky waters of undue influence and capacity issues that ofte...

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Discover the crucial insights attorney Samantha Gordon and I, host Greg McIntyre, unearth as we delve into why estate planning isn't just a necessity—it's a power move for women, particularly as they approach their late 50s. With a focus on the unique challenges and roles women face, from outliving spouses to spearheading family care, we lay out the pressing reasons for women to take charge of their financial futures. Sam...

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What if one document could prevent your assets from freezing, provide another person the power to manage your financial affairs, or negate the need for a court-initiated guardianship in the event of incapacity? Brace yourselves as we dissect the fundamental aspects of estate planning, focusing on the General Durable Power of Attorney, a crucial document that holds the power to do just that! We'll also guide you through the imp...

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Ever wondered how a legal challenge to the validity of a will unfolds? Wesley White of McIntyre Elder Law is here to unravel the intricacies of will caveats and shine a light on the often-misunderstood process. We journey into the fascinating world of will validation, exploring common grounds for a challenge like the testator's lack of capacity or undue influence during the signing. Wesley speaks to the heart of these issues, ...

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Ever wondered about the most effective ways to protect your home deed and navigate the often complex world of estate planning? Prepare to pull back the curtain on the realities of transferring property into your child's name, as we analyze the potential pitfalls of such a decision and the significant capital gains tax bill it could generate for your loved ones. 

In this engaging dialogue, we unpack the magic of a tool...

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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 ne...

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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 stake...

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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 s...

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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 ...

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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 transit...

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Are you worried about the skyrocketing costs of nursing home care eating into your savings? Fret not. We've got expert advice from attorneys Greg McIntyre and Brenton Begley, authorities in estate planning and elder law, that could help protect your hard-earned assets. Armed with insights that seven out of ten people will require long-term care, they draw on their extensive experience to guide you through this intricate proces...

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Ready to unlock the mysteries of high interest rates in the real estate market? Together with investment guru Britton Begley, we'll show you how these rates can impact your estate planning and investments. Buckle up as we dismantle the fear-based approach to investing, and discuss why, when rates surge, it can be smarter to go against the flow. We'll reveal how high interest rates can actually cause a dip in housing price...

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Greg McIntyre and Brenton Begley emphasize the importance of proactive planning when it comes to safeguarding one's money and property. They discuss the challenges families face when they delay planning and the ease that comes with early action. Brenton highlights their offer of a free consultation to ensure there are no barriers to strategizing for the future. Greg concludes by urging listeners to seize the moment and schedul...

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Navigating the treacherous waters of Probate and Estate Administration can feel like a solo voyage in a storm. The intricate process can lead you off course, with potential pitfalls including court complications or even jail time if mishandled. Let us be your compass, guiding you safely through the intricacies of this legal labyrinth. We delve into the subtleties of what should and should not pass through probate, and expose the po...

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