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

July 8, 2026 8 mins

A single estate planning detail can decide whether a family tragedy becomes a legal loophole. We start with a disturbing real-world style scenario that forces an uncomfortable question: if someone intentionally causes another person’s death, can they still collect money that was meant for them, especially when those assets are held in a trust?

We break down the difference between probate and trusts in plain English. Sl...

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Someone can write “my spouse gets nothing” into a will, but North Carolina law may have the final say. We sit down to unpack the North Carolina elective share, the statute that helps protect surviving spouses from being disinherited unless they have signed a valid written waiver. If you are dealing with estate planning, probate, or a tough family situation after a death, this conversation clarifies what rights may exist...

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When siblings inherit a house, the hardest part is not the paperwork, it’s the stalemate. One person wants to keep the property, another wants to sell, and someone ends up paying the taxes and mortgage while the argument drags on. We sit down with attorney Anthony Rabreno to explain the North Carolina partition process that can finally move an inherited property dispute toward a clear outcome.

We walk through the two t...

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June 3, 2026 20 mins

A child can spend a lifetime loving their dad and still be told they have no inheritance rights when he dies without a will. That’s the reality North Carolina probate lawyers have faced for years when legitimation was never completed through a formal court process. We sit down for a quick elder law update on a new North Carolina statute that changes the conversation about heirship, legitimation, and intestate succession, espe...

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A long-term care crisis can erase decades of savings in a shockingly short time, and most families do not realize it until they are already in the middle of it. That’s why we’re excited to introduce Anthony Robreno, a new attorney in our Charlotte office, and talk about what proactive elder law and estate planning actually look like when you’re trying to protect a home, property, and the future you built.

A...

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A wrongful death can leave families grieving and furious, but the legal system has rules that can stop a claim before it even starts. We break down one of the most misunderstood parts of a North Carolina wrongful death lawsuit: you usually cannot file just because you’re related to the person who died. Legal standing belongs to the estate, which means the case must be brought by a court-appointed personal representative throu...

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May 6, 2026 9 mins

You can order a custom gift online in minutes, but trusting an online marketplace with your will is a very different kind of purchase. Greg McIntyre and Haley Matson get blunt about the rising trend of Etsy-style wills and other DIY estate planning documents, and why “I can buy it” is not the same as “I should use it.”

We dig into what people miss when they treat a last will and testament like a simpl...

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A calm lawyer can change the outcome of a family’s hardest season, and that’s why we’re excited to introduce Anthony Figueroa, our newest attorney in the Shelby, North Carolina office. Anthony brings an uncommon background to estate planning and elder law: nearly nine years in the US Army, including psychological operations, plus the lived discipline of working high-stakes problems where details matter and emotion...

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April 15, 2026 7 mins

Your estate plan is only as strong as your ability to find it on the worst day. Greg McIntyre sits down with law partner Brenton Begley to talk about a problem almost every family eventually faces: important legal documents that are perfectly drafted but impossible to locate when a hospital, bank, or courthouse asks for proof.

We break down our two track approach to document storage. First, we deliver a durable estate planni...

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April 1, 2026 9 mins
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The scariest sentence we hear from families facing a spouse’s nursing home placement is simple: “We’re going to lose everything.” That fear is understandable, but it often ignores the spousal protections built into long-term care Medicaid rules. We sit down to map the real picture of how benefits can work when one spouse becomes the “applicant spouse” and the other remains the “community sp...

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March 18, 2026 17 mins
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A quiet revolution just reshaped estate planning in North Carolina: a properly certified, attorney‑stored electronic copy of your will can now be probated like the original. We unpack what that means in real life—fewer frantic searches for paper, fewer hearings over missing originals, and a smoother path for families when they need clarity most. With all 100 counties live on e‑courts, the shift from pen and ink to secure digi...

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Family conflict rarely starts with money—it starts with silence. We tackle the three biggest estate planning mistakes that turn small gaps into full-blown feuds: poor communication, procrastination, and ignoring the real price of long-term care. With attorney Haley Madsen joining Greg McIntyre, we share a clear, practical roadmap to protect your loved ones, your home, and your peace of mind.

First, we unpack why secrec...

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Most families wait until a fall, stroke, or sudden diagnosis forces a scramble. We open up about how adult children can help parents plan early, keep control where it belongs, and avoid the most expensive and stressful mistakes—from lost capacity to long-term care surprises.

We start with the heart of the matter: capacity. Once a parent can’t sign, choices narrow and families face court, delays, and mounting cost...

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Divorce, remarriage, and blended families can quietly rewrite your estate plan—unless you rewrite it first. We dig into how North Carolina law treats spouses before and after marriage, from inchoate rights in real property to the elective share and the year’s allowance, then map the steps that keep your wishes intact without sparking a courtroom brawl. Along the way, we highlight the silent saboteurs: beneficiary design...

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February 10, 2026 11 mins

Valentine’s Day is a perfect reminder that love isn’t just a feeling—it’s a plan. We sit down as father and son, both elder law attorneys, to map out clear steps that protect the people who matter most. From choosing a trustee for minor children to keeping your home out of probate, we explain how straightforward documents can prevent the messes that break hearts and budgets.

We start with practical st...

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Most families don’t lose wealth to bad markets—they lose it to long-term care costs and the slow grind of probate. We unpack a practical, two-part strategy that shields savings during life and delivers a faster inheritance after death, balancing control, care, and legacy without guesswork or jargon.

We start by facing the numbers on long-term care and why paying out of pocket can drain even healthy nest eggs. The...

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January 28, 2026 8 mins

The moments that test a family rarely arrive with warning. A fall, a stroke, a winter storm that knocks out power for days—suddenly decisions pile up while the tools to make them are out of reach. We sat down to map a calm, practical path through those chaotic hours by focusing on two essentials: the health care power of attorney and the general durable power of attorney.

First, we unpack how a health care power of att...

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Hard conversations today can spare your family heartache and expense tomorrow. We walk through a practical plan to prepare for long-term care before it turns into a crisis, starting with simple, consistent communication and moving into the documents and strategies that keep you in control.

We break down the two must-have documents—general durable power of attorney and healthcare power of attorney—explaining how t...

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