Beste Elder Law podcaster (2024)

1
Understanding Elective Share: Rights and Fairness in Estates 12:21

7d ago12:21

12:21

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 3…

1
The Importance of Long-Term Care Planning 28:27

8d ago28:27

28:27

In this episode, attorney Bill Miller discusses the importance of long-term care planning and the potential financial impact of long-term care costs. He shares personal experiences of families struggling to pay for long-term care and emphasizes the need to protect one's home and life savings. Bill explains the limited options for paying for long-te…

1
Assisted Living Locators: Managing the Maze of Senior Living Options 28:14

13d ago28:14

28:14

Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert …

1
Ep 36 Maintaining Autonomy in Dementia: Navigating Guardianships and Powers of Attorney 27:19

17d ago27:19

27:19

Discover the keys to safeguarding autonomy in the face of dementia and the intricate legal decisions that follow. As your Elder Law Coach, I, Todd Whatley, guide you through the murky waters of guardianships and powers of attorney, revealing how a dementia diagnosis impacts legal capacity and the crucial steps to maintain control over personal affa…

1
Complexities of Property Transfer and Estate Planning: Life Estate and Lady Bird Deeds 14:41

14d ago14:41

14:41

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 discus…

1
Nursing Home Medicaid Qualifications 22:09

15d ago22:09

22:09

In this episode, attorney Bill Miller breaks down the topic of nursing home Medicaid. He shares a case study of a couple dealing with dementia and the financial challenges they faced. Bill touches on the qualifications for Medicaid and addresses common misconceptions about nursing homes and Medicaid. He also highlights problems people encounter whe…

1
Navigating Medicaid Asset Protection and Crisis Planning for Long-Term Care 6:56

21d ago6:56

6:56

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 comp…

1
Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates 28:49

27d ago28:49

28:49

It’s that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients. WHAT YOU NEED TO KNOW (00:00) Episode introduction. …

1
Securing Autonomy: Powers of Attorney vs. Guardianship 13:23

28d ago13:23

13:23

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 fina…

1
Protecting Assets from the Costs of a Nursing Home Stay 26:23

29d ago26:23

26:23

In this episode, Bill Miller discusses asset protection planning in the context of long-term care and nursing home costs. Learn from personal experiences of families who didn’t have a plan in place and lost everything, as well as families who successfully protected their assets. Explore the different ways to pay for long-term care, including out-of…

1
Conflict Avoidance Through Thoughtful Estate Planning with Attorneys Greg McIntyre and Jordan Bentley 10:40

1M ago10:40

10:40

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 exp…

1
Revocable vs. Irrevocable Trusts 25:52

1M ago25:52

25:52

In this episode, attorney Bill Miller discusses the differences between revocable and irrevocable trusts. Revocable trusts are flexible and allow the grantor to be the trustee and beneficiary while alive. These types of trusts avoid probate and can be amended or modified at any time. On the other hand, irrevocable trusts provide asset protection fr…

1
Ep 35 Insights on Trustee Selection and Beneficiary Care with Samantha Shepherd 29:15

1M ago29:15

29:15

Embark on a journey with me, Todd Whatley, as I sit down with the exceptional Samantha Shepherd, a beacon in the world of elder law and founder of Assured Trust. Our latest Elder Law Coach podcast episode promises to unveil the complexities of trust management through the lens of Samantha's admirable mission to provide fiduciary services rooted in …

1
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans 30:32

1M ago30:32

30:32

This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment’s most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. What You Need to Know (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later …

1
Navigating Estate Planning for Women at Every Life Stage 13:53

1M ago13:53

13:53

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 decis…

1
All about Trusts 27:57

1M ago27:57

27:57

In the latest episode of the Miller Estate & Elder Law podcast, estate planning attorney Bill Miller discusses trusts and the important role they play in estate planning. He addresses common misconceptions about trusts, and explains why they are not just for the wealthy. Bill also explains the various roles involved in drafting and administering a …

1
How Life's Curveballs Impact Your Estate Plan 5:10

2M ago5:10

5:10

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 significa…

1
Ep 34 Mastering Elder Law: The Role of Irrevocable Trusts in Asset Protection and Medicaid Planning 20:03

2M ago20:03

20:03

Embark on a journey through the complex landscape of Elder Law with me, Todd Whatley, as your guide. Together we'll uncover the benefits and drawbacks of Irrevocable Trusts, a critical tool in asset protection. This episode promises to illuminate the path for safeguarding your clients' assets from Medicaid, while carefully considering the irreversi…

1
Famous Figures: What We Can Learn from Celebrity Estate Plans 29:38

2M ago29:38

29:38

It might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because ou…

1
Navigating the Complexities of Revocable and Irrevocable Trusts 9:31

2M ago9:31

9:31

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 ass…

1
All about Wills 24:45

2M ago24:45

24:45

In this episode, you’ll learn about wills, their importance in estate planning, and how a will functions as your written instructions to the probate court on distributing your probate assets. Not all assets go through probate. I highlight the need to understand which assets do go through probate and are, therefore, covered by a will. We will cover …

1
Introducing Our Newest Attorney: Jordan Bentley 5:32

2M ago5:32

5:32

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 sea…

1
Durable Powers of Attorney and Advanced Directives 27:32

2M ago27:32

27:32

We're breaking down the basics of durable powers of attorney and advanced directives for healthcare in this episode of the podcast. These are crucial parts of estate planning, and understanding them can make a big difference for you and your loved ones. What's a durable financial power of attorney? It's like a safety net. If something happens and y…

1
Inside Probate: Tips from Cathy Montague's 37 Years in the Field 28:07

2M ago28:07

28:07

Jeff “inherited” probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn’t take long for Jeff and the team to recognize Cathy’s experience and value. And it didn’t take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long …

1
Planning for Your Pet's Future: How to Create a Trust for Your Furry Family Member 4:44

2M ago4:44

4:44

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 instructio…

1
Estate Planning 101 22:52

2M ago22:52

22:52

In this episode, you will learn the importance of estate planning and the need for having an estate plan. Estate planning is about maintaining control. We will answer these three key questions: What happens if you die? What happens if you live a long time and need help making legal, financial, or healthcare decisions? What happens if you get Dement…

1
Ep 33 Navigating the Complexities of Long-Term Care Policies for Estate Protection 22:23

3M ago22:23

22:23

Unlock the mysteries of long-term care insurance and its pivotal role in estate planning as I, Todd Whatley, alongside expert Bill Mathews, traverse the intricate terrain of safeguarding one's future. We tackle the big questions: What's the likelihood of needing long-term care, and how do traditional and hybrid policies stack up? Bill brings years …

1
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams 29:32

3M ago29:32

29:32

Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric m…

1
Navigating Interstate Estate Planning: Protect Your Legacy Across State Lines 12:06

3M ago12:06

12:06

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 underst…

1
Ep 32 Exposing the Truth About Financial Planning and Investment Strategies 38:22

3M ago38:22

38:22

Unlock the secrets to smarter financial decisions with Todd Whatley and our special guest, financial planner Ian Weiner. We're peeling back the layers of the financial industry to reveal the truth behind becoming a financial advisor and how this can impact the advice you trustingly follow. Our revealing discussion traverses the terrain of broker-de…

1
Navigating Property Ownership Disputes: Understanding Quiet Title Actions with Greg McIntyre 7:36

3M ago7:36

7:36

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…

1
Unveiling the Battle Over Wills: Understanding Caveats, Challenges, and Legacies 7:41

3M ago7:41

7:41

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 …

1
Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman 21:39

3M ago21:39

21:39

Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Smal…

1
Empowering Women's Financial Futures: The Power of Estate Planning 14:27

3M ago14:27

14:27

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 th…

1
What You Should Know about Elder Care Advocacy with Meg Motter 30:13

4M ago30:13

30:13

Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and t…

1
From Personal Injury to Parenting Prodigies: Meet Craig Milsten 28:20

4M ago28:20

28:20

Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have t…

1
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care 27:27

5M ago27:27

27:27

Jeff’s guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered dementia care since 1998. Members of the team also began serving as court-appointed guardians in 2004. With its advocacy, caregiver training, and resources for professionals and families, Go…

1
Understanding the Foundations of Estate Planning: From Power of Attorney to Wills 21:03

5M ago21:03

21:03

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 doc…

1
Unraveling the Mysteries of Will Caveats with Wesley White 7:54

5M ago7:54

7:54

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 …

1
Navigating Deed Protection and Estate Planning: The Magic of the Ladybird Deed 7:19

5M ago7:19

7:19

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 you…

1
Ep 31 Building a Sellable Law Practice: Even if you are not selling. 22:08

5M ago22:08

22:08

Ready to unlock the potential of your law practice and navigate the complexities of elder law? Join me, Todd Whatley, as I sit down with financial gurus Joel Houser and Ian Winer to demystify the process. We examine the value of building a lucrative wealth team, delegating tasks beyond your expertise, and the importance of planning for the future s…

1
Know the Risks of Gifting Money, Unwrap Peace of Mind Instead 26:51

5M ago26:51

26:51

With the holidays upon us, you might be tempted to gift large sums of money to your children. But Jeff warns against this seemingly generous practice because gifting money and/or assets carries real and potential risks, including loss of control, severe tax implications, and inability to pay for long-term care. Jeff recommends a more thoughtful and…

1
Estate Planning Essentials: Act Early to Safeguard Your Future 25:52

5M ago25:52

25:52

Estate planning is not only for older, established homeowners. Jeff explains how to know when it’s the right time to set up powers of attorney and wills. He outlines state laws that will determine how medical decisions and finances will be handled if a person dies or becomes incapacitated without legal documents in place. Then, he ties it all toget…

1
Conquering the Complexities of Trusts and Estate Planning 10:24

5M ago10:24

10:24

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 wi…

1
Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan 21:58

5M ago21:58

21:58

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed in December 2022. Some sections are already in effect and others begin January 1, 2024. The law focuses mainly on retirement and tax-related issues, but has significant implications for estate planning, also. People who have estate plans that list trusts as benefi…

1
Estate Planning Masterclass: Navigating Estate and Elder Law Planning: Importance, Risks, and Tools 36:34

5M ago36:34

36:34

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, heal…

1
Finding Hope in Loss: Meet Jacob Sherman 30:34

6M ago30:34

30:34

When a person calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacob’s passion for helping others, especially when they are going through a tough time, is evident from the start. As a provider of what Jeff calls, “service extraordinaire,” Jacob ensures that a person’s initial in…

1
Understanding the Versatile Role of Trusts in Wealth Management and Estate Planning 10:04

6M ago10:04

10:04

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 t…

1
Understanding Intestate Succession: A Critical Discussion on the Importance of a Will with Attorney Wesley White 7:00

6M ago7:00

7:00

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 …

1
Reflecting on Universal Truths: Jeff’s Advice to His Younger Self 25:29

6M ago25:29

25:29

Jeff reflects on his many years as an attorney and shares the advice he would give himself as a young lawyer. As it turns out, his advice consists of universal truths: think differently; keep learning and growing; be clear, consistent, and honest in your communications; accept that people need to make their own decisions in their own time; nurture …

Podcaster verdt å lytte til

Elder Law Podcaster

Podcaster verdt å lytte til

Hurtigreferanseguide