최고 Elder Law 팟캐스트 (2025)

1
Epi 50: Navigating Dementia: Legal Rights and Client Capacity 24:39

8h ago24:39

24:39

Send us a text Elder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal documents. Todd Whatley explains when and how individuals with dementia can execute valid legal documents and avoid unnecessary guardianships. • Understanding dementia as a pr…

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Inside Legend of Lancaster: A Place to Call Home 28:04

5d ago28:04

28:04

Jeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal care and memory care services—including personal care needs, medical needs, medication assistance, and memory support—vary from person to person depending on what each individual wants and nee…

1
Beyond Bank Accounts: Why That Four-Foot Metal Chicken Matters More Than You Think 7:26

6d ago7:26

7:26

What makes an asset truly valuable? At McIntyre Elder Law, we've discovered that the answer isn't always about dollars and cents. Sometimes, a seemingly ordinary item – like a four-foot metal chicken sculpture that barely fit in an attorney's SUV – becomes the pivotal element in resolving an estate dispute. Why? Because it connected our client to p…

1
Having the Talk with Your Parents 20:19

7d ago20:19

20:19

In this episode, attorney Bill Miller discusses the critical importance of having conversations with aging parents about estate planning and long-term care. He emphasizes the need for a plan to avoid family conflicts and ensure that wishes are respected. The conversation covers how to approach these discussions empathetically, the various options f…

1
Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries 21:22

13h ago21:22

21:22

Send us a text Todd Whatley continues his trust-focused discussion by exploring the critical yet often overlooked process of trustee selection. He examines why this decision deserves more attention than the typical "oldest child" default approach, emphasizing that being a trustee is a demanding job requiring specific qualifications. • Trustee respo…

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Heir Today, Gone Tomorrow: Navigating the Choppy Waters of Disinheritance 11:01

10d ago11:01

11:01

저자 Greg McIntyre, J.D., M.B.A.

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Your Family and Your Future: Who Decides the Important Things? 29:05

12d ago29:05

29:05

It's natural for people to rely on professionals when it comes to complex subjects like finance, taxes, and estate planning and elder law. However, professionals can leave a client feeling overwhelmed or unsure by giving advice that the client doesn’t fully understand. So, the client lets the professionals make decisions for them. As a result, many…

1
When Tragedy Strikes: Planning Can Protect Your Family and Finances 27:39

19d ago27:39

27:39

Are your affairs in order? Recent aviation disasters and the devastating wildfires in California are stark reminders that our lives can change instantly. No one wants to dwell on worst-case scenarios, but having a plan can provide peace of mind and protect your legacy and your loved ones if tragedy strikes. Jeff shares practical steps you can take …

1
Meet Our Newest Attorney: John Miller III 12:57

21d ago12:57

12:57

In this engaging episode, we introduce John Miller III, the latest addition to our Hendersonville office. John's journey from growing up in Asheville to practicing law in North Carolina is filled with insights relevant to anyone interested in the legal profession. With a wealth of experience in real estate law, he brings valuable expertise to estat…

1
Undue Influence Unveiled: Protecting the Vulnerable 11:43

26d ago11:43

11:43

In this episode, we tackle the complex and often heartbreaking issue of undue influence in estate planning. With insights from litigation Attorney Jane Dearwester and the compassionate host Jordan McIntyre, we shine a light on how vulnerable individuals are sometimes manipulated into altering their wills or trust documents for the personal gain of …

1
How to Get Paid as a Caregiver in Alabama 25:51

28d ago25:51

25:51

In this episode, attorney Bill Miller discusses the intricacies of becoming a paid caregiver in Alabama, emphasizing the importance of understanding legal frameworks, benefits available, and the necessity of formal agreements. He highlights the emotional and financial challenges caregivers face, the significance of planning for end-of-life issues, …

1
Asset Protection After Death: How to Avoid Probate the Smart Way 25:40

1M ago25:40

25:40

You may have been told by family, friends, or even your financial planner that you should avoid the probate process by adding a joint owner to your financial accounts and/or by designating a beneficiary for your assets. But be aware. While you save upfront costs, you lose control of your assets and open your family to unintended consequences, which…

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Proactive Planning: Tips for Alzheimer's and Dementia Families 8:39

1M ago8:39

8:39

What if you could take the stress out of future healthcare decisions for yourself and your loved ones? Join us for a crucial conversation with attorney Jordan McIntyre and managing attorney Samantha Gordon from our Charlotte office, as we explore the essential steps to shield yourself from the potential impacts of dementia or Alzheimer's. We promis…

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Keeping Your Love Story Strong: Protecting Each Other with Legal Tools 13:24

1M ago13:24

13:24

Can a marriage certificate truly safeguard your assets and protect your loved ones? Join us as we explore this provocative question with attorney Brendan Begley and Samantha Gordon from McIntyre Elder Law. In our special Valentine's Day episode, we promise to uncover the truth about marital rights and estate planning, debunking common misconception…

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What's in a Name? Special Needs Trusts v. Supplemental Needs Trusts 26:09

2M ago26:09

26:09

At Bellomo & Associates, we are committed to client education. In this episode, Jeff discusses the differences between a Special Needs Trust and a Supplemental Needs Trust as part of that commitment. Our Special Needs Workshop offers another opportunity to learn these key concepts. Our Estate Planning Workshop focuses on pre-planning activities suc…

1
Standing Up Against Nursing Home Abuse: Litigation, Advocacy, and Family Support 10:09

2M ago10:09

10:09

Nursing home abuse is a harsh reality that we cannot ignore, and understanding the gravity of this issue is crucial. Join us, Brenton Begley and Greg McIntyre, as we share saddening tales of neglect that highlight the urgent need for accountability in nursing home facilities. From falls due to inadequate supervision to severe injuries from improper…

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Protecting Your Estate: Navigating Debt Management and Planning for the Future 16:06

2M ago16:06

16:06

저자 Greg McIntyre, J.D., M.B.A.

1
Ep. 48 Uncovering Elder Abuse: Insights and Solutions with Leslie Albrecht 47:19

2M ago47:19

47:19

Send us a text Ever wondered what it takes to identify and combat elder abuse effectively? Join us as we sit down with Leslie Albrecht, a leading authority on elder abuse, who shares her transformative journey from her early days with the San Diego Police Department to establishing the pioneering Elder Abuse Unit in 2000. Leslie offers a candid loo…

1
Ep. 47 Simplifying Family Document Chaos with Trustworthy CEO Nathaniel Robinson 27:37

2M ago27:37

27:37

Send us a text Unlock the secrets to managing your client's family's essential information with the transformative insights from our special guest, Nat Robinson, creator of Trustworthy. Discover how this groundbreaking platform acts as a "family operating system," providing a secure and efficient way to organize, store, and share critical documents…

1
Having a Will Is Not an Estate Plan 16:12

2M ago16:12

16:12

In this episode, attorney Bill Miller discusses the common misconception that having a will is sufficient for estate planning. He shares a case study illustrating the complications that can arise when individuals do not have a comprehensive estate plan, including the necessity of powers of attorney and advanced healthcare directives. The conversati…

1
Long Term Care Insurance: Understanding Your Options 20:51

2M ago20:51

20:51

In this episode, attorney Bill Miller discusses the intricacies of long-term care insurance, focusing on the importance of planning for potential long-term care needs. He explains the three primary ways to pay for long-term care, the benefits of long-term care insurance, and the differences between traditional and asset-based long-term care insuran…

1
Celebrating 100 Episodes and a Lasting Friendship with Dr. James Kabrhel 29:27

2M ago29:27

29:27

James Kabrhel, Ph.D., and Jeff Bellomo were college roommates more than 20 years ago and have remained good friends ever since. Today, Jim is an associate professor of chemistry at the University of Wisconsin–Green Bay. Jim and Jeff reflect on the importance of mentors, relationships, hard work, finding the right environment, and playing to your st…

1
Ensuring Stability through Special Needs Trusts 12:49

2M ago12:49

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 g…

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Ep. 45 Balancing Autonomy and Protection: Navigating Elder Law and Guardianship 30:17

2M ago30:17

30:17

Send us a text This episode explores the delicate balance between protecting the rights of elderly clients and preserving their autonomy in light of diminished capacity. Todd emphasizes the ethical responsibilities of elder law attorneys to advocate for their clients and the importance of legally empowering them through comprehensive powers of atto…

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Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley 20:03

2M ago20:03

20:03

Send us a text Digital assets are becoming an essential component of estate planning, yet many clients do not realize their significance. This episode discusses practical steps and legal considerations for addressing digital assets in elder law. • Importance of planning for digital assets • Conducting a digital asset inventory • Challenges of acces…

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Crafting a Personalized Estate Plan for 2025: Insights from Attorney Samantha Gordon 4:49

2M ago4:49

4:49

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 reg…

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Planning that Protects Your Family: Attend the Free Workshop Best for You 30:12

2M ago30:12

30:12

The focus on client education at Bellomo & Associates stems from Jeff’s commitment to ensuring that what happened to his family doesn’t happen to yours. When Jeff Bellomo was a law student and his mother was ill, the family needed information about care options and how to pay for them, but help was nowhere to be found. Today, the free workshops off…

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Ep. 44 Mastering Probate Avoidance: Expert Strategies for Elder Law Practices 20:24

3M ago20:24

20:24

Send us a text This podcast episode emphasizes the importance of probate avoidance and explores various strategies to ensure smoother transitions of assets upon death. Todd Whatley discusses ethical estate planning practices, focusing on revocable living trusts, beneficiary designations, and joint ownership as ways to bypass probate. • Understandin…

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Ep. 43 Expanding Your Practice with Special Needs Trusts 25:35

3M ago25:35

25:35

Send us a text In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively. • Understanding the significance of sp…

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2024 Estate Planning Goals: A Year in Review 25:19

3M ago25:19

25:19

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the critical importance of estate planning and elder law, emphasizing the need for proper legal documents to protect families from the challenges of long-term care. He shares real-life stories illustrating the consequences of inadequate planning and outlines …

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Protect Your Home and Your Future: The Surprising Benefits of a Grantor Trust 22:47

3M ago22:47

22:47

Putting your house in a trust has many benefits—from financial savings to peace of mind. You can continue to live in the home and control the property. You can avoid the capital gains tax, the 2% transfer tax, and the inheritance tax while still qualifying for the homestead exemption and the Clean and Green tax benefit. And, of course, a trust prot…

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Taxes Taxes Taxes: What You Need to Know 23:18

3M ago23:18

23:18

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the intricacies of taxes related to estate planning. He covers three main types of taxes: income taxes, gift and estate taxes, and capital gains taxes. Bill emphasizes the importance of understanding how these taxes work, particularly in relation to trusts an…

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Estate Planning to Kickstart Your New Year 12:32

3M ago12:32

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 …

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Ep. 42 Insights from Todd on the 2025 Potential Shifts 29:59

3M ago29:59

29:59

Send us a text Discover the intricate world of estate and gift tax exemptions with Todd Whatley, the Elder Law Coach. What could the re-election of President Trump mean for your financial future? As Todd guides us through the potential shifts in estate planning, he delves into the looming reduction of the estate tax exemption from $13.61 million pe…

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Ep. 41 Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice 28:00

3M ago28:00

28:00

Send us a text Unlock the secret to revolutionizing your elder law practice's goal-setting strategy with Todd Whatley as your guide. Traditional methods often leave us short of our targets, but what if your objectives were not only clear but quantifiable as well? Through the power of Objectives and Key Results (OKRs), Todd shares insights on how yo…

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Estate and Gift Tax Essentials: Preparing for 2025 and Beyond 30:52

3M ago30:52

30:52

As we look to 2025, Jeff shares Pennsylvania’s updated estate and gift tax numbers. We invite you to attend our free Medicaid workshop to understand how these numbers can affect your Medicaid eligibility. This is also a good time to emphasize the importance of planning for your family’s financial future. Be sure to choose a law firm with experience…

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Ep. 40 Turning Mistakes Into Mastery: The $6850 Letter 15:22

3M ago15:22

15:22

Send us a text What happens when a small oversight turns into a $6,850 lesson? Join me, Todd Whatley, on a journey through the complexities of elder law, as I recount an unforgettable personal story that underscores the critical importance of communication and documentation in the Medicaid application process. This episode isn't just about a mistak…

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Estate Planning During the Holidays: Ensuring Peace of Mind for Your Family's Future 5:18

4M ago5:18

5:18

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 communic…

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Estate Planning Naughty and Nice List: Safeguard Your Legacy with Essential Strategies 20:10

4M ago20:10

20:10

Unlock the secrets to ensuring your legacy isn't left to chance with our holiday-inspired guide to estate planning! Elder law attorneys Greg McIntyre and Brenton Begley bring you the "Estate Planning Naughty and Nice List," revealing essential strategies to safeguard your assets and avoid legal pitfalls. Learn why simply having a spouse doesn't aut…

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Grateful for Your Estate Planning Questions: Your Essentials Answered 25:59

4M ago25:59

25:59

We get great questions from our clients and others daily, so we’ve put together a potpourri of questions and answers about estate planning. We believe education is the key to making smart decisions, and we are here to help. Check out our website to learn more about our free educational workshops. Thank you for sending in your questions—keep them co…

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Unlocking Asset Protection and Long-Term Care Strategies in North Carolina 10:37

4M ago10:37

10:37

Unlock the secrets to protecting your assets and ensuring long-term care in North Carolina with our latest episode of the Elder Law Report. Ever wondered how look-back periods impact your ability to secure essential benefits for assisted living and nursing home care? We uncover the complexities behind these look-back periods and their effect on ass…

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10 Things You Should Do to Get Your Estate in Order 22:18

4M ago22:18

22:18

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the essential steps to get your estate plan in order. He emphasizes the importance of having advanced directives, a durable financial power of attorney, a will, and a trust. The conversation also covers practical aspects such as prepaid funeral plans, organiz…

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Ensuring Your Health Wishes Are Respected 11:58

4M ago11:58

11:58

Unlock the crucial knowledge behind healthcare legal documents with expert insights from Jane Dearwester and Jordan McIntyre of McIntyre Elder Law. Have you ever wondered who would make medical decisions for you if you're unable to do so? Discover the vital role of a healthcare power of attorney and learn why selecting a trustworthy person—or even …

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The Problems with Relying on Beneficiary Designations and POD Designations 23:52

4M ago23:52

23:52

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the complexities of estate planning, particularly focusing on the implications of beneficiary designations and the advantages of using revocable living trusts. Through the story of Mr. Baker, learn about potential pitfalls, such as the impact on disabled bene…

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Divorce, Remarriage, and Blended Families: Protecting Your Assets 28:52

4M ago28:52

28:52

Divorce can significantly impact your estate plans, so knowing how to update your documents and beneficiary designations is essential. Jeff discusses the key steps to take after a divorce. He guides us through important topics like updating your full inventory of estate planning documents, protecting assets for children from previous marriages, ens…

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Safeguarding Your Business Legacy: Essential Estate Planning and Probate Strategies for Business Owners 11:35

4M ago11:35

11:35

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 …

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Navigating Estate Planning: The Essential Role of Adoption and Estate Planning 9:48

5M ago9:48

9:48

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…

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Avoiding Probate Pitfalls: Why You Need an Estate Plan Now 8:31

5M ago8:31

8:31

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 Hendersonvi…

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Special Needs Planning: Protect Your Benefits, Protect Your Family 30:12

5M ago30:12

30:12

In response to listener requests, Jeff explains financial planning options for individuals with special needs. In addition to common estate planning tools, you’ll learn about third-party and first-party special needs trusts, pooled trusts, and ABLE accounts. These strategies can help safeguard governmental benefits and create long-term financial st…

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Mentorship and Milestones in a Legal Career 5:14

5M ago5:14

5:14

Newly minted attorney Jordan McIntyre takes us on a whirlwind journey through his first two weeks in the legal world, sharing both the exhilaration and the hurdles of transitioning from law school to practice. With lawsuits to draft and the pressure of meeting billable hours, Jordan opens up about the steep learning curve of being a young lawyer. H…

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