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Elder Law Report

Written by: Greg McIntyre J.D. M.B.A.
  • Summary

  • 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.
    © 2024 Elder Law Report
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Episodes
  • Does Everyone Need a Power of Attorney?
    May 22 2024

    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.

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    8 mins
  • Legacy Protection: How to Shield Your Business with Succession Planning
    May 15 2024

    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.

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    15 mins
  • Estate Planning with a Focus on Mental Health Protection
    May 1 2024

    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.

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    15 mins

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