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Explore every episode of the podcast Elder Law Report

Dive into the complete episode list for Elder Law Report. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Protecting Your Legacy from Creditors and Lawsuits: Strategies for Securing Your Financial Legacy09 Apr 202500:14:57

Have you ever worried about what would happen to your hard-earned assets if you faced a lawsuit or creditor claims? The truth might surprise you.

Attorney Jordan McIntyre begins with a reality check that makes many clients uncomfortable: there's no such thing as a litigation-proof life or estate plan. However, that doesn't mean you're powerless. Through strategic planning, you can create multiple layers of protection that significantly reduce your risk exposure while ensuring your wealth passes according to your wishes.

Jane Deere-Wester and Jordan explore four powerful protection strategies that work together like Russian nesting dolls to shield your assets. They discuss how properly structured trusts can discourage contests through specific provisions, while beneficiary designations offer a simple yet effective tool anyone can implement today without legal assistance. Jane shares a personal cautionary tale of discovering her ex-husband remained as a beneficiary on an account years after their divorce—a common oversight with potentially serious consequences.

For business owners and real estate investors, placing assets within properly structured LLCs provides crucial separation between personal and business liabilities. Taking this protection further by incorporating these entities into your estate plan creates multiple barriers against potential claims. We also tackle the often-uncomfortable subject of prenuptial agreements, which have become increasingly important in today's world of blended families and multiple marriages.

The podcast wraps up with practical advice on implementing these strategies and emphasizes that protecting your legacy isn't about overnight solutions but rather thoughtful planning that honors the lifetime of work you've invested in building your wealth.

Ready to create your own comprehensive asset protection plan? Reach out to our offices in Hendersonville, Shelby, or Charlotte, and let us help you secure your legacy for generations to come.

Don't Wait Until It's Too Late: Setting Up Power of Attorney Before You Need It01 Apr 202500:11:17

What happens when you can't make decisions for yourself? Who handles your finances or communicates with your doctors? The answer might surprise you—especially if you haven't prepared the right legal documents.

Attorneys Brenton Begley and John Miller dive deep into the world of Powers of Attorney (POAs), revealing why these documents are critical for everyone, regardless of age or health status. They expertly break down the differences between General Durable POAs for financial matters and Healthcare POAs for medical decisions, explaining how comprehensive documents serve as your shield when unexpected events occur.

The conversation tackles one of the most common hesitations people face—the fear of losing control. Both attorneys provide practical insights into options like "springing" Powers of Attorney that only activate under specific circumstances, while emphasizing that selecting someone you truly trust is paramount. As John notes, "You have to trust the person that you're appointing as an agent" since they'll be making significant decisions on your behalf.

Perhaps most compelling is their warning about waiting too long. Once incapacity occurs, it's too late to create these documents, leaving families with no option but expensive, time-consuming guardianship proceedings. The attorneys share valuable guidance on selecting the right agents, navigating family dynamics, and ensuring your affairs remain in trusted hands even during your most vulnerable moments.

Ready to protect yourself and your loved ones? Visit www.mcelderlaw.com to schedule your free consultation or call 704-259-7040 to learn how McIntyre Elder Law can help you create Powers of Attorney tailored to your specific needs.

Protecting Your Estate: Navigating Debt Management and Planning for the Future04 Feb 202500:16:06
Why is Nursing Home Care So Expensive?23 Dec 202200:18:25

In this episode Elder Law attorneys  Greg McIntyre and Brenton Begley, sit down and discuss how to pay for long-term care. 


Elder Law Report - How running a firm is more restrictive and different than any other business. 16 Dec 202200:26:51

 Today's topic on the Elder Law Report is how a law firm is different and how running a law firm is different from running any other business! 

SCHEDULE YOUR FREE CONSULT! Call 888-999-6600 or go to mcelderlaw.com/scheduling/ 

#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer 

Charlotte Today Show- Tis' The Season for Estate Planning 13 Dec 202200:04:03

$200 off EP Coupon: mcelderlaw.com/Christmas
Tis' the Season for Estate Planning. Mia and Greg talk about the importance of estate planning. Our FREE gift to you is a $200 off coupon off estate planning services. Give the gift that keeps on giving. Give the gift of estate planning today.
$200 off EP Coupon: mcelderlaw.com/Christmas

#estateplanning #elderlaw #christmas #coupon #gifts #lawyer #attorney #wills #trusts #estates #realestate #retirement

How to use Annuities18 Nov 202200:05:00

What are annuities and how can they be a great tool to protect your assets and legacies? Annuities can be a great tool to make sure you have that steady stream of income for a number of years after you retire. Elder Law Attorney Baker sits down with Ryan Begley, Benefits Specialist to give us the details.

#annuities #retirement #retirementplanning #assetprotection #assets #wealth #wealthmanagement #assetproection #assets #longtermcareplanning #realestate #estateplanning #elderlaw #elderattorney #attorney #lawyergreg 

Why is having Long-term Care Insurance beneficial?17 Nov 202200:06:45

Ryan Begley, Benefits Specialist sits down with Eric Baker, elder law attorney to discuss Long-term care Insurance and how it is beneficial to you when you are putting together your financial documents or when you're older and need some form of care! Learn how Long-term Care Insurance can protect your assets.

#financialplanning #assetprotection #assets #longtermcare #longtermcareplanning #theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities

Charlotte Today Show - How to Avoid Probate! 16 Nov 202200:03:51

How to Avoid Probate! Greg, Eric and Eugene discuss the dangers of probate and how to avoid it in this edition of the Charlotte Today Show.


#probate #estateplanning #elderlaw #attorney #lawyer #charlottetoday #todayshow #sharlottetodayshow #will #wills #trust #trusts #longtermcare #retirement #retirementplanning #realestate #medicare #medicaid

Using Life Insurance as a bank and for investment09 Nov 202200:16:44


Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.


#beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning

The power of a Trust 02 Nov 202200:06:24

What is a trust and what can it do for you?  There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. 

Want to set up a trust? Give us a call today at  888-999-6600 to schedule your free consultation!

Why should you have a Financial Power of Attorney?27 Oct 202200:04:20

When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? 

Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why.  Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of situation if something should go wrong. 

Stay tuned for more!

Revocable and Irrevocable Trusts, whats the difference? 21 Oct 202200:04:42

What is a revocable trust and what is an irrevocable trust and what does that mean for you? In this episode, Attorney Eric Baker sits down with Benefits Specialist, Ryan Begley to discuss the different types of trusts, what they can be used for, and how annuities can be placed into them.  You don't want to miss this one!

#estateplanning, #trusts, #financialplanning, #annuities, #longtermcare, #assetprotection, #realestate, #insurance, #insurancepolicies, 

Ensuring Stability through Special Needs Trusts22 Jan 202500:12:49

Unlock the secrets to securing your loved ones' financial future with the expert insights of attorneys Greg McIntyre and Samantha Gordon. On this episode of the Elder Law Report, we navigate the world of special needs and supplemental needs trusts, crucial tools that help protect individuals with disabilities without risking their eligibility for government benefits. Samantha illuminates the distinctions between first-party and third-party trusts, and provides practical examples, such as when a first-party trust is essential after a significant financial settlement. This is a must-listen for anyone looking to fortify their estate planning strategy against unforeseen circumstances.

Join us as we explore the intricacies of setting up these trusts, whether initiated by an individual, a family member, or through a legal process. Samantha guides us through the scenarios where these trusts become indispensable, such as ensuring benefits continuity for those who might inherit assets or receive settlements. We also tackle the complexities of establishing trusts for potential future disabilities in children or grandchildren, ensuring peace of mind in your estate planning. Don't miss this opportunity to gain valuable knowledge on safeguarding your loved ones' financial stability while navigating the challenges of government benefits and disability considerations.

What is an Annuity? Can it be placed in a trust?21 Oct 202200:09:02

What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?! 

In this episode of the McIntyre Financial Report, Ryan Begley,  Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.

Charlotte Today Show - Get BOTH sides of the house in order19 Oct 202200:04:47

Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.


#elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement

Elder Law Report - Ambriant at Austin Village14 Oct 202200:13:39

Today on the Elder Law Report, we have the VP, Sales & Marketing Maria Hagadorn from CRSL Management. She is going to be talking about one of their new facilities Ambriant at Austin Village. It is a new boutique rental retirement community for independent 55+ seniors. 

#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #retirementcommunity #retirementgoals 

Discover This Real Estate Tool To Protect Your Home!12 Oct 202200:05:15

How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens! 

Term Insurance- A Client Perspective 05 Oct 202200:02:50

Why would you need term insurance? Join Ryan Begley, Benefits Specialist with McIntyre Financial on an episode where he interviews a client to share her experience with getting term insurance and how it could be beneficial for you. 

Want to know more?  Visit our website at MyMcFi.com to read our blog and subscribe to our E-newsletter. 

CALL 888-999-6600 for your free consultation 

How illegal bank policies hurt the elderly.03 Oct 202200:19:22

How illegal bank policies hurt the elderly. Client discussion about how his mother is being hurt by U.S. Bank in Charlotte. This is not isolated, however to U.S. Bank. We witness big bank policies hurting the elderly everyday.

Schedule your FREE consult today: 1-888-999-6600

Online at: mcelderlaw.com/scheduling

#estateplanning #realestate #banks #banking #guardianship #guardianships #elderlaw #attorney #lawyer

Irrevocable Income Trusts 30 Sep 202200:09:57

Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!

An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!


Irrevocable Income Trusts 28 Sep 202200:09:57

Would you like to have your cake and eat it too? If the answer is yes, then you don't want to miss this episode. Ryan Begley sits down with Elder Law Attorney Greg McIntyre to discuss Irrevocable Income Trusts and what that means for you and your potential!

An Irrevocable Income Trust is the best safe that we can build for you and is great for long-term care situations. The reason it is called an income trust is that you are the lifetime income beneficiary because you can receive all the income of the trust for the rest of your life even though the assets or the principle you put there is protected and lives there in the safe. This is the best of both worlds. You can have your cake and eat it too! Stay tuned for more!

Elder Law Report with Special Guest, Dr. Buffy Lloyd-Krejci.26 Sep 202200:29:59

Our special guest today on the Elder Law Report is Dr. Buffy Lloyd-Krejci. She is one of the foremost authorities on infection prevention and control in nursing homes and long-term care facilities! She also talks about her book, Broken, which is a #1 Amazon Best Seller!

SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.

#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities #burial #burialpolicy #insurance #insurancepolicy #estateplanning #elderlaw #financialplanning #attorney #lawyer #nursinghome #longtermcare #education 

Want to stop hemorrhaging money?22 Sep 202200:06:31

 Are your stocks losing money? What does this mean for you and your investments and how can you prevent losing money? Because of the current bear market, many people are wondering how to prevent losing even more money and how to protect their assets that they have worked their whole lives for. Ryan Begley, the Benefits Specialist with McIntyre Elder Law, sits down with Brenton Begley, Elder Law Attorney, to discuss some of the AMAZING insurance products that have the potential for you to make money, without losing money!You don't want to miss this episode!

#theelderlawguy #lawyergreg #estateplanning #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 


Crafting a Personalized Estate Plan for 2025: Insights from Attorney Samantha Gordon15 Jan 202500:04:49

Unlock the secrets to creating an estate plan that truly reflects your life's aspirations and ensures your family's future with guidance from attorney Samantha Gordon of McIntyre Elder Law. Samantha takes us on a journey through the essentials of estate planning, likening it to setting New Year’s resolutions—both require setting clear goals and regularly reviewing them to adapt to life's changes. Whether you're a young adult just starting out, a parent planning for your children, or someone caring for elderly family members, Samantha provides insights into crafting a personalized estate plan that meets your unique needs and circumstances. Learn why starting early can be a game-changer and how regular updates to your plan can offer peace of mind in an ever-changing world.

Samantha sheds light on the critical documents you need, such as powers of attorney, and discusses the often-overlooked aspect of estate planning for young adults heading to college. With her expert advice, you can take charge of your financial and healthcare decisions, rather than leaving them to the courts. She emphasizes that estate planning isn't a one-size-fits-all approach and encourages listeners to put it at the top of their New Year’s resolution list for 2025. Don’t miss the chance to gain valuable tips and ensure that your estate plan truly reflects your wishes. For those eager to get started or update an existing plan, Samantha invites you to reach out to McIntyre Elder Law for a consultation and explore how they can assist with your legal needs.

Charlotte Today Show - What is Guardianship and how to avoid them.12 Sep 202200:04:42

What is Guardianship and how to avoid them. Check out the latest episode of the Charlotte Today Show with attorneys Greg McIntyre and Therron Causey.


#estateplanning #elderlaw #realestate #guardianship #guardianships #conservator #attorney #lawyer #poa #powerofattorney #will #trust #fyp #viral #foryoupage

Elder Law Report - Leona Neal Senior Center09 Sep 202200:14:37

Our special guest today on the Elder Law Report is Daniel Dedmon from the Leona Neal Senior Center! The senior center provides a place Monday through Thursday from 8 AM-5 PM and Friday 8 AM-1PM for adults age 55 and older to easily access information and services as well as to meet to socialize and enjoy participating in programs and special seasonal events.

SCHEDULE A FREE CONSULT NOW: http://mcelderlaw.com/scheduling.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes  #vetbens  #realestate  #trusts #medicaidcrisisplanning #community #seniorcenter #senior activities #seniorgames

Elder Law Report - Chefs for Seniors02 Sep 202200:22:40

Cooking can be a problem for seniors. Getting the right nutrition. Feeling good enough to cook. Being lonely. Depression. Loss of appetite. Ability to actually cook. 

SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #realestate #trusts #medicaidcrisisplanning

Which Insurance Product will work best for you? 02 Sep 202200:07:04

Insurance is a product that many people have, but when it comes to the details of insurance, many have questions about what's the difference between term insurance and other different insurance products. In this episode,  Ryan Begley one of our Benefits Specialists for McIntyre Financial explains the different types of insurance products, how they are used, and what they are best suited for. Whether it's a Whole Life Insurance policy, or a Term Insurance policy,  we can help you find the best insurance product to help fit your needs so you can have peace of mind while we help you protect your assets and preserve your legacy.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 


What in the World is a Burial Trust?31 Aug 202200:04:06

In this episode, we will be discussing Burial Policies,  and how you can use them to become Medicaid compliant in the state of North Carolina. A Burial Trust is a great tool to make sure that your assets are protected and that your loved ones aren't left with the burden of providing a funeral and burial for you. Burial policies are a fairly easy process, stay tuned for more. 

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 

Life Insurance Policies and Trusts 26 Aug 202200:17:05

Did you know that if you have large medical bills your whole estate could be wiped out? It's horrifying to think that this could happen to anyone. Thankfully there is some good news to help you avoid this situation. Learn how you can avoid the probate process and learn more about life insurance policies and trusts, and how this brilliant strategy may have the potential to create generational wealth for you and your family while not wiping out your estate. Trust us, you don't want to miss this episode!

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 

Elder Law Report - Union County Senior Nutrition Program24 Aug 202200:19:56

Today on the Elder Law Report, we have special guest, Emily Colson, director of the Union County’s Senior Nutrition Program. This program provides meals to individuals 60 and over throughout Union County. Call 704-292-2567 or go to unioncountync.gov/seniormeals

#elderlaw #seniors #volunteers #community #estateplanning #nutrition #healthylifestyle

McIntyre Elder Law Report -Life's Lessons with David Lamoureaux19 Aug 202200:18:26

Today we sit down with Mr. David Lamoureaux, author, teacher, life coach, and motivational speaker to hear about his life experiences and what lessons life can teach us. Trust us you don't want to miss this one! 

If you're interested in learning more about estate planning and our other services, give us a call today at 888-999-6600.


How Can the Ladybird Deed Protect Your Home?17 Aug 202200:04:17

How can the ladybird deed protect your home? Did you know that North Carolina has a special deed called a Ladybird Deed that allows you to name someone to receive your property automatically upon your passing?  The Ladybird Deed also passes outside of probate and you remain one hundred percent in control of the property, meaning you can sell the property, mortgage the property, and more. Ryan Begley, Benefit's Specialist sits down with attorney Eric Baker to discuss the benefits of a ladybird deed and how you can use it to protect your home.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 

Charlotte Today Show - Never transfer assets into your kids names15 Aug 202200:03:48

Never transfer assets into your kids names.

📱Call for Free Consult:
- Charlotte: 704-749-9244
- Shelby: 704-259-7040
- Hendersonville: 828-233-5991
💻Online at: mcelderlaw.com/scheduling.

#estateplanning #elderlaw #trusts #livingtrust #home #realestate

Estate Planning to Kickstart Your New Year 17 Dec 202400:12:32

Unlock the secrets to seamless end-of-year planning with Greg and Jordan McIntyre, a dynamic father-son duo of estate planning and elder law attorneys. Discover how this special season can be a catalyst for transformation, both personally and professionally. Greg shares his insight on using this reflective time to sift through the year's highs and lows, while Jordan emphasizes the power of renewal and the human capacity for reinvention. Together, they offer a unique perspective on how estate planning can play a pivotal role in ensuring peace of mind for you and your loved ones. 

Join us as we navigate the intricate dance of setting ambitious goals and refining systems to better serve our clients. From expanding litigation capabilities to streamlining operations across their practice, Greg and Jordan reveal their aspirations for the firm's future. More than just a discussion on estate planning, this episode is a heartfelt conversation about growth, connection, and the pursuit of excellence. Whether you're a fellow attorney, a client, or someone seeking inspiration, there's something in this episode for everyone aiming to start the new year with a refreshed perspective.

McIntyre Financial Report -Taxes and Long-Term Care Insurance 10 Aug 202200:28:21

A common question that many people have is will my life insurance be taxed? In this episode Elder Law Attorney Ryan Begley talks with Financial Benefits Specialist Ryan Begley to discuss Taxes and  Long-Term Care insurance and what best steps you can take to protect your assets and preserve your legacy. 

#financialplanning #medicaid #estateplanning #longtermcare #insurance #stocks #bonds #annuities #retirement #assetprotection #assetplanning #longtermcareinsurance #mcintyrefinancial 

Elder Law Report - Reverse Mortgages05 Aug 202200:18:32

Reverse Mortgage. Need an extra stream of income, pay off existing mortgage, and/or private pay for long-term care? A reverse mortgage may be a good option for you. Gina, and Greg discuss the benefits of reverse mortgage in this week's edition of the Elder Law Report.

#reversemortgage #mortgage #retirement #longtermcare #medicaid #nursinghomecare #trusts #trust #estateplanning #medicare #elderlaw #attorney #lawyer #retirementincome #retirementplanning

McIntyre Financial Report - The Process03 Aug 202200:05:29

Our benefits Specialist, Ryan Begley, makes it easy for you to talk about getting your financial affairs in order. The process can take as little as 15 minutes or as long as you need. Schedule your FREE consult today!

Call: 704-218-9223

Email: ryan@mymcfi.com

Online at: mymcfi.com

#estateplanning #elderlaw #lawyer #attorney #realestate #longtermcare #financialplanning #financialplanner #insurance #lifeinsurance #longtermcareinsurance #jigglejiggle #fyp


McIntyre Financial Report - We Work Hard to Get You Approved28 Jul 202200:03:35

Hunter & Ryan talk through sone personal and medical issues that people may think will prevent them from obtaining benefits like insurance. At McIntyre Financial, we are used to uncomfortable conversations. Schedule your free consultation today at 704-218-9223. #Diabetes #life #insurance #lifeinsurance #money #attorney #agent

Elder Law Report - Dream Team 15 Jul 202200:04:13

 McIntyre Elder Law and McIntyre  Financial collaborate together to be able to provide clients with a well-rounded experience. McIntyre Financial has access to Medicaid Compliant Annuities that be used to transfer funds out of the individual's name who needs the long-term care. This can be used to allow the person to qualify for Medicaid and get the care they need while preserving a large amount of their assets.

Call us today for a FREE consultation  at 888-999-6600

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning #insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities 


McIntyre Financial Report - Disability Insurance13 Jul 202200:06:46

Approximately 1/2 the work force has no protection against becoming temporarily or worse, permanently disabled. Learn how disability insurance should be a vital part of your financial plan.

#estateplanning #insurance #financialplanning #financialplan #disability #disabiityinsurance #realestate #longtermcareinsurance #annuities #retirement #ira #401k #assetprotection

Charlotte Today Show - High Wealth Estate and Tax Planning11 Jul 202200:04:53

Our MEL Signature Services focuses on high wealth estate and tax planning. We understand how hard you and your family work for your money. We understand how hard it is intodays complex system of taxation to hold on to it, maximize it and create a comprehensive plan to pass it to your loved ones in a meaningful way. That's what MEL Signature Services is all about. Let us help you and your family.

Give us a call today at: 1-888-999-6600 or schedule your FREE consultation online at: mcelderlaw.com/scheduling.


#highwealth #legacy #legacyplanning #estateplanning #tax #taxplanning #insurance #elderlaw #realestate #attorney #lawyer

McIntyre Financial Report - Harmony Plan30 Jun 202200:09:04

Is your financial planner working with your attorney? If not, you may want to investigate the benefits. Greg & Ryan discuss the benefits of harmony in this relationship.

#attorney #financialplanner #insurance #assetprotection #estateplanning #elderlaw #annuities #wills #trusts #probate #estates #lawyer #taxplanning #longtermcare

Elder Law Report - We Care For Seniors ft. Robin Elbertson24 Jun 202200:13:09

Today on the Elder Law Report we have special guest, Robin Elbertson, from We Care For Seniors! We Care For Seniors is a concierge & companion service here in Charlotte, NC! Robin started We Care For Seniors out of a deep love for her own parents and the many ways she has been able to help them as they age.

SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning

McIntyre Financial Report - Got holes?22 Jun 202200:05:01

Got holes? Today on the McIntyre Financial Report, Attorney Greg McIntyre, discuss the importance of Estate Planning & Financial Planning. SOME MANY PEOPLE DO NOT KNOW THIS! CHECK IT OUT!

Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com

#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities

Estate Planning During the Holidays: Ensuring Peace of Mind for Your Family's Future10 Dec 202400:05:18

Thinking about estate planning during the holiday season might seem unconventional, but it's a discussion that holds immense significance. Join attorneys Jordan McIntyre and Samantha Gordon as they navigate through the complexities of estate planning and why it's crucial to address these matters sooner rather than later. Discover how clear communication about your wishes for asset distribution can spare your family from future turmoil. Whether you're considering a power of attorney or planning for business succession, this episode offers invaluable insights to guide you through these delicate conversations during one of the most family-oriented times of the year.

Tune in to learn how to transform estate planning into a meaningful New Year's resolution that promises peace of mind. Jordan and Samantha illuminate the importance of having these conversations with your loved ones, ensuring that they are aware of roles like executor or trustee, and why knowing these responsibilities ahead of time can prevent added stress during difficult times. Whether you're a parent, a business owner, or just someone who wants to make things easier for your family, this episode provides the knowledge you need to make informed, thoughtful decisions. Secure your future and ease potential family burdens by taking the next step with McIntyre Elder Law.

Elder Law Report - Out Of State Documents17 Jun 202200:11:31

“I have a will that was drafted for me out of state. Is it valid in North Carolina?” The answer? It depends. Even if you had your will drafted by an attorney, different states have different laws. On the Elder Law Report today, attorney Greg McIntyre & attorney Therron Causey discuss this in detail.

SCHEDULE A FREE CONSULT NOW:
Charlotte: 704-749-9244
Shelby: 704-259-7040
Hendersonville: 828-233-5991
Online at: http://mcelderlaw.com/scheduling.

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McIntyre Financial - Medicare Supplements16 Jun 202200:11:52

How to choose a Medicare Supplement Plan:

Ryan & Greg talk about the following 4 keys to knowing and choosing the right plan and company for you:

1. Standardized Plans.
2. No Networks.
3. Most Popular Plans.
4. Choose the right Insurance Company.

Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com.

#medicare #medigap #coverage #retirement #medicaid #health #wellness #insurance #insuranceplan #mcfi #mcintyrefinancial #benefits #hositpal #doctor #attorney #lawyer #estateplanning

The Charlotte Today Show - Will you get hit with excessive taxation when you die? 14 Jun 202200:05:39

Will you get hit with excessive taxation when you die? Mia, Greg & Brenton discuss how to avoid excessive taxation with proper Estate Planning.

SCHEDULE A FREE CONSULT NOW:

Charlotte: 704-749-9244

Shelby: 704-259-7040

Hendersonville: 828-233-5991

Online at: http://mcelderlaw.com/scheduling.

#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning


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