พอดคาสท์ Elder Law ชั้นนำ (2024)

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Estate Planning to Kickstart Your New Year 12:32

5d 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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Insights from Todd on the 2025 Potential Shifts 29:59

6d 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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Estate and Gift Tax Essentials: Preparing for 2025 and Beyond 30:52

11d 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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10 Things You Should Do to Get Your Estate in Order 22:18

27d 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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Mastering OKRs: Revolutionize Goal-Setting in Your Elder Law Practice 28:00

9d 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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Turning Mistakes Into Mastery: The $6850 Letter 15:22

13d 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

13d 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

20d 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

26d 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

26d 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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Ensuring Your Health Wishes Are Respected 11:58

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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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The Secure Act 17:18

2M ago17:18

17:18

In this episode, attorney Bill Miller discusses the implications of the Secure Act on estate planning—particularly focusing on asset protection and long-term care costs. He outlines scenarios involving families facing potential nursing home expenses and how the Secure Act has altered the landscape for inherited IRAs, emphasizing the importance of s…

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Building Trust, Building Relationships: Pam Witwer of Lancaster PA Notary 23:33

2M ago23:33

23:33

When Pam Witwer started her business, Lancaster PA Notary, she sought an attorney to act as a strategic partner. After some stealth vetting of Bellomo & Associates, she knew she had found a team with a stellar reputation that shared her values and commitment to customer service. Pam travels to seniors in the community to provide notary services at …

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A Guide to Spousal Allowance Benefits in NC 4:00

2M ago4:00

4:00

Unlock the secrets of navigating North Carolina's spousal allowance with me, attorney Samantha Gordon from McIntyre Elder Law. Have you ever wondered how you can avoid the tangled web of probate to ensure a smoother transfer of assets after a spouse's passing? This episode of the Elder Law Report offers invaluable insights into how the spousal allo…

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Navigating Probate: Ensuring Fair Heir Representation with Greg McIntyre 7:22

3M ago7:22

7:22

Unlock the secrets to a fair and just probate process with insights from Greg McIntyre of McIntyre Elder Law. When it comes to heir representation, understanding the dynamics and potential pitfalls is crucial. Greg dives into the nitty-gritty of probate litigation, exploring the executor's role and the challenges heirs might encounter. From muddled…

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Estate Planning (or Lack Thereof) Horror Stories 22:57

3M ago22:57

22:57

In this spooky episode, attorney Bill Miller discusses the critical importance of estate planning, sharing real-life horror stories that illustrate the dire consequences of not having a proper estate plan in place. He highlights various scenarios where individuals faced significant challenges due to inadequate planning, including issues related to …

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Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility 30:14

3M ago30:14

30:14

Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firm’s Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to d…

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Securing Your Legacy with Electronic Estate Planning 24:36

3M ago24:36

24:36

Curious about the future of estate planning? Join us as Greg McIntyre and Jane Dearwester from McIntyre Elder Law guide us through the monumental shift from traditional paper documents to secure electronic documents. Discover how their innovative e-docs access system ensures the validity and security of crucial documents like wills and powers of at…

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Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients 14:59

3M ago14:59

14:59

Send us a text Do you have trouble getting people to hire you to amend their trust done by another attorney? Are you creating trusts with terms that are not in your client's best interest? Unlock the secrets to effective trust management and protect your clients' interests with insights from Todd Whatley, a veteran in elder law. Discover why Todd a…

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Protecting Your Legacy: Smart Strategies for Underage Beneficiaries 8:50

3M ago8:50

8:50

What if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor fi…

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What You Will Learn at Our Estate Planning Workshop 23:57

3M ago23:57

23:57

In this episode, attorney Bill Miller provides an overview of estate planning and asset protection. He discusses common mistakes people make, such as putting their children's names on bank accounts and deeding property to their children. He emphasizes the importance of having the right kind of durable financial power of attorney, advance directive …

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Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2 29:26

3M ago29:26

29:26

Welcome to the second installment of our two-part series on asset protection trusts. In our previous episode, we explored advanced concepts related to the types of trusts established during a person's lifetime. Now we will focus on the options available for setting up trusts after death. There are many important factors to consider, and we want you…

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Preparing for Alzheimer's: Essential Estate Planning Insights on World Alzheimer's Awareness Day 2:15

3M ago2:15

2:15

How prepared are you for the unexpected challenges that Alzheimer's disease can bring? Join us on this special episode as we shine a light on World Alzheimer's Awareness Day and tackle the profound impact this devastating illness has on individuals, families, and caregivers. We guarantee you'll walk away with a deeper understanding of the critical …

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Avoid Probate Nightmares with Expert Tips 15:51

3M ago15:51

15:51

Avoid the probate nightmare and protect your assets! Discover how you can shield your heirs from the costly and time-consuming probate process in this riveting episode of the Elder Law Report. Attorneys Brendan Begley and Jordan Bentley reveal why probate can be a breeding ground for creditor claims and disputes, dragging out asset distribution for…

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Our Dementia Care Journey Navigation Service 20:41

3M ago20:41

20:41

In this episode, attorney Bill Miller discusses the importance of having a plan in place when a loved one is diagnosed with dementia. He shares several stories that highlight the challenges faced by families who do not have the proper legal documents and strategies in place. He introduces the Dementia Care Navigation service offered by his firm, wh…

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Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1 28:32

4M ago28:32

28:32

We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive…

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Estate Planning Essentials: Safeguarding Your Home and Building a Legacy with Realtor Alisha Askew 8:31

4M ago8:31

8:31

Can proper estate planning really save your home from financial ruin? Join us in this eye-opening episode as we sit down with the remarkable realtor Alisha Askew to explore the often-overlooked connection between real estate and estate planning. Through her invaluable insights, Alisha demystifies common misconceptions about the current real estate …

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Why Have a Will? The Hidden Pitfalls of Intestate Succession 8:12

4M ago8:12

8:12

Navigating probate without a will can be a legal nightmare. What if you discovered that your surviving spouse might not inherit everything? Join us on the Elder Law Report with McIntyre Elder Law as attorneys Samantha Gordon and Jane Dearwester uncover the harsh realities of intestate succession. You'll learn how this complex legal framework can im…

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Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones 28:30

4M ago28:30

28:30

Carolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody conciliation, Social Security disability, and other areas that make her the perfect person to sit down with Jeff and answer your questions about the legal guardianship process. WHAT YOU NEED TO KNOW…

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From Crisis to Clarity: How We Helped These Clients Overcome Medicaid Challenges 23:39

4M ago23:39

23:39

In this episode, attorney Bill Miller discusses how his firm helps families who have a loved one going into a nursing home and how their planning can help protect assets. He shares three different scenarios of families they have helped, highlighting that asset protection planning is not just about protecting money for the next generation, but also …

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Planning Ahead: Understanding Medicaid Asset Recovery and Estate Planning in North Carolina 14:01

4M ago14:01

14:01

Can Medicaid really take back the assets you thought were protected after a loved one passes away? Discover the crucial answers in our latest episode featuring Attorney Brenton Begley and associate Samantha Gordon of McIntyre Elder Law. We explore the intricacies of Medicaid asset recovery, focusing on how Medicaid can place a lien on a probate est…

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Protecting Your Wealth: Navigating Medicaid Crisis and Long-Term Care Planning 18:47

4M ago18:47

18:47

Can sudden illness or injury devastate your financial stability? Discover essential strategies to protect your hard-earned assets from the exorbitant costs of long-term care in our deep dive into Medicaid crisis planning. We break down the myths surrounding Medicaid asset limits and discuss how legal guidance can ensure your wealth, including real …

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Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania 22:24

5M ago22:24

22:24

Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer’s Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran’s fundraising efforts provide support groups and educational resources while advancing …

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Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents 19:21

5M ago19:21

19:21

Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such a…

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The Five Biggest Mistakes People Make When Applying for Medicaid 26:40

5M ago26:40

26:40

In this episode, attorney Bill Miller discusses the five biggest mistakes that people make when applying for Medicaid to pay for nursing home care. He shares stories and examples to illustrate these mistakes and provides valuable insights on how to avoid them. The mistakes include not having the right kind of power of attorney, thinking that assets…

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Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies 8:55

5M ago8:55

8:55

How can you ensure that your child or grandchild with special needs remains financially secure without disrupting their SSI and Medicaid benefits? Discover the intricacies of inheritance planning for heirs with disabilities in our latest Elder Law Report. We promise you'll walk away with actionable strategies, including the creation of special need…

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More than Money: Josh Hummer’s Innovative Approach to Estate Planning 29:53

5M ago29:53

29:53

Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed …

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Securing Your Family Business: Strategies for Succession and Legacy Planning 17:27

5M ago17:27

17:27

Ever wondered how to secure your family business for future generations while avoiding headaches like lengthy probate processes? Join us for an enlightening conversation with Britton Begley, where we reveal essential strategies to ensure a smooth transition of business ownership across generations. You’ll learn how to harness the power of LLCs and …

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Caring for Aging Parents: What Caregivers Need to Know 35:29

5M ago35:29

35:29

In this episode, attorney Bill Miller discusses the challenges faced by caregivers and provides valuable information on what caregivers need to know. He emphasizes the importance of having open conversations with aging parents about their wishes and end-of-life care. He also highlights the significance of creating or updating legal plans, including…

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Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning 27:11

5M ago27:11

27:11

Send us a text Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper documentation…

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Ep. 37 Trends in Elder Law - What is Coming? 24:03

5M ago24:03

24:03

Send us a text Discover the evolving world of estate planning and financial advising in our latest episode, featuring insightful contributions from Todd Whatley, the Elder Law Coach, and certified financial planner Ian Weiner. You won't want to miss Todd's candid apology for the delay in new episodes as he commits to more frequent and valuable cont…

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Elder Law Report LIVE!: Estate Planning Basics 15:06

5M ago15:06

15:06

Unlock the secrets to safeguarding your legacy and ensuring your peace of mind with our special guest, attorney Greg McIntyre, founder of McIntyre Elder Law. Ever wondered how to protect your assets and secure long-term care without the stress of last-minute rushes? Greg lays out the cornerstones of estate planning, from the indispensable general d…

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Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report 17:08

5M ago17:08

17:08

Can DIY estate planning really safeguard your legacy? Tune in as Jane Deerwester and I, Jordan Bentley, tackle this critical question on the Elder Law Report. In our latest episode, we promise to equip you with the knowledge to avoid the common pitfalls of DIY estate planning. Comparing the process to the complexities of DIY home improvement, we un…

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