Elder Law Report

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
  • Safeguarding Your Business Legacy: Essential Estate Planning and Probate Strategies for Business Owners
    Nov 13 2024

    Unlock the secrets to safeguarding your business legacy with expert insights from Brenton Begley and Jordan McIntyre of McIntyre Elder Law. Imagine a future where your business thrives seamlessly, even in your absence. That's what you'll discover as we explore the world of estate planning tailored specifically for business owners. We discuss why a general durable power of attorney is crucial for ensuring that a trusted person can make vital business decisions if you're unable to. Learn how to sidestep the often taxing probate process by setting up a revocable trust or integrating a strategic succession plan into your business's operating agreements or bylaws.

    Probate can be a perilous journey, fraught with risks like disputes and operational stalls. We lay bare the vulnerabilities your estate could face and why avoiding probate is essential to maintain business continuity. A carefully crafted succession plan—be it a trust or a detailed operating agreement—means your business interests pass smoothly to your chosen successors, without hitch or hiccup. For business owners eager to shield their enterprise from uncertain futures and preserve their vision, we discuss actionable strategies for probate and asset protection. Dive into this rich discussion and if you're keen on furthering your strategy, reach out for a free consultation to fortify your business against the unexpected.

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    12 mins
  • Navigating Estate Planning: The Essential Role of Adoption and Estate Planning
    Nov 6 2024

    Unlock the secrets of effective estate planning at the critical crossroads of adoption and elder law. Join us as we engage with Jane Dearwester from our Hendersonville office to unravel the complexities that could impact your family's future. Discover why legal adoption is crucial for ensuring adopted children are acknowledged as rightful heirs and navigate the challenging terrain of establishing paternity in North Carolina, especially for children born outside of marriage. We also dive into the specific needs of LGBTQ families, emphasizing the protective power of adoption decrees for non-biological parents.

    Whether you're part of a traditional family setup or have a diverse family structure, this episode is a must-listen for anyone wanting to secure their legacy and provide peace of mind for their loved ones. Learn practical steps to include all intended beneficiaries in your estate plan and avoid potential legal hurdles. Don't leave your family's future to chance—reach out for a consultation by calling 888-999-6600 or visiting mcelderlaw.com/scheduling. Equip yourself with the knowledge to make informed decisions and ensure your estate planning aligns with your wishes.

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    10 mins
  • Avoiding Probate Pitfalls: Why You Need an Estate Plan Now
    Nov 6 2024

    Can you afford to let the state decide who gets your assets? Discover the often-overlooked complexities of probating without a will in our latest episode of the Elder Law Report. Esteemed attorneys Samantha Gordon and Jane Dearwester unravel the intricate world of probate and estate planning, broadcasting directly from our Charlotte and Hendersonville offices. Learn why having an estate plan is not just a recommendation but a necessity, particularly for those with minor beneficiaries or multiple properties. Understand how intestate succession, where the law decides your estate's fate, can lead to unexpected and sometimes unfavorable outcomes, leaving your loved ones tangled in a lengthy and costly court process.

    Join us as we dispel common misconceptions about inheritance, particularly the false belief that a surviving spouse automatically receives everything. Jane shares her insights on the harsh realities faced by many who've fallen into this trap, explaining the emotional and financial burdens that probate can place on those already grieving. Discover the surprising list of potential beneficiaries, including distant relatives, and the importance of appointing a competent administrator for your estate. This insightful discussion not only highlights the pitfalls of not having a will but also emphasizes the peace of mind that comes with proactive estate planning. Don't miss this critical conversation that could save your loved ones from future turmoil.

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    9 mins

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