Najlepsze podcasty z kategorii: Elder Law (2025)

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Estate Planning Essentials: Why a Will Might Not Be Enough 29:32

3d ago29:32

29:32

When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough t…

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When Trusted Agents Go Rogue: Legal Remedies for Power of Attorney Abuse 5:17

4d ago5:17

5:17

Power of attorney abuse represents one of the most devastating breaches of trust that can occur within families and relationships. When someone appointed to handle financial and legal affairs betrays that confidence, the consequences can be financially devastating and emotionally traumatic. Attorney Greg McIntyre tackles this crucial topic head-on,…

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How Does Probate Work in Alabama? 20:48

5d ago20:48

20:48

In this episode, attorney Bill Miller discusses the intricacies of probate in Alabama, explaining when a will must be probated, the step-by-step process involved, common pitfalls, and how to make the process easier for families. He emphasizes the importance of proper estate planning and offers alternatives to traditional probate methods. Takeaways …

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Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience 18:44

10d ago18:44

18:44

Send us a text Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementing this collaborative approach, Todd explains how breaking down professional silos creates …

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Learn and Earn CEUs: Inside Our Free Multi-Professional Boot Camps 28:08

10d ago28:08

28:08

At Bellomo & Associates, our commitment to education extends beyond our clients. We learned long ago that professionals locally and across Pennsylvania can also benefit from practical education in estate planning and elder law. Our free professional boot camps differentiate us from most other law firms. As Jeff describes the essential topics we cov…

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Deeds, Trusts, and Not Losing Your House to the State 7:38

11d ago7:38

7:38

Your home represents years of memories, hard work, and financial investment—but does your estate plan adequately protect this precious asset? In this illuminating conversation, estate planning attorneys Jane Dearwester and Jordan McIntyre share their expertise on safeguarding your real property for future generations. Drawing from her 15 years of r…

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Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight 25:33

14d ago25:33

25:33

Send us a text Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s couple with three children (one running the family business) needed trust updates • Initial assumption: $6 million estate ($4M personal assets, $2M business) was non-taxable •…

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Bittersweet: Reflecting on Relationships with Jessica Delp 24:00

17d ago24:00

24:00

At Bellomo & Associates, taking care of people—both colleagues and clients—is at the heart of everything we do. Our relationships give meaning to our work, making this conversation bittersweet. Jeff sits down with Jessica Delp, who has formed countless relationships as our community outreach coordinator over the past three years. As Jess moves on t…

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My Parent Went to the Nursing Home... Now What? 11:52

18d ago11:52

11:52

What happens when a loved one suddenly needs nursing home care and you've done absolutely no prior planning? The financial devastation can be overwhelming, but according to elder law attorneys Greg and Jordan McIntyre, all hope is not lost. This father-son legal team walks through the stark reality of crisis planning for long-term care. They contra…

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Estate Planning in Alabama for Parents with Young Children 20:09

19d ago20:09

20:09

In this episode, attorney Bill Miller discusses the critical importance of estate planning for parents with young children. He emphasizes the need for a clear guardianship plan, financial considerations, and the establishment of trusts to ensure children's needs are met in the event of unforeseen circumstances. The conversation also addresses commo…

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The Big Transition: Selling Your Home is More than Just a Move 26:30

24d ago26:30

26:30

Selling a home usually means something big is happening—maybe it's a fresh start, a major transition, or closing one chapter to begin another. But for most people, selling a home can be overwhelming. That’s where Kasey King comes in. She’s the founder of Bodacious Properties, LLC, and she’s built a business around helping people navigate all aspect…

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Myth Busting: Clearing Up Common Misconceptions in Estate Planning 26:47

1M ago26:47

26:47

When it comes to estate planning, there are a lot of half-truths, outdated advice, and persistent myths that can leave your family vulnerable. Join Jeff as he clarifies common misconceptions about wills, probate, powers of attorney, and trusts. Estate planning is far from a one-size-fits-all exercise. Multiple tools are available, and to be most ef…

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Death, Taxes, and Bank Accounts: The Surprising Truth Your Banker Won't Tell You 11:29

1M ago11:29

11:29

What happens to your bank accounts when you die? It's a deceptively complex question that goes far beyond the surface-level solution of "just add a beneficiary." In this eye-opening conversation, attorneys Greg and Jordan McIntyre unpack the hidden dangers lurking in common estate planning strategies that could leave your hard-earned assets vulnera…

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A Perspective on Change: How to Avoid Anxiety When Faced with Uncertainty 26:36

1M ago26:36

26:36

Things seem to be happening fast, and many people are worried about potential changes to tax laws and funding for programs on which they rely. Over time, Jeff has learned that talk of change does not always result in change. Because speculation can drive anxiety and poor decisions, often the best approach is to wait. If laws and programs do change,…

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Protecting Your Legacy from Creditors and Lawsuits: Strategies for Securing Your Financial Legacy 14:57

1M ago14:57

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. Th…

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Senior Living Done Right: The Country Meadows Commitment to Quality Care 27:16

1M ago27:16

27:16

Jeff is joined by Garrett and Angel from Country Meadows Retirement Communities for an important conversation about senior living—how providing a personalized approach to care and a comfortable home environment can make all the difference, and how it all starts with a passion for serving seniors. Their discussion offers a valuable perspective on wh…

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SLO 03_2025 Wealth Transfer 19:48

2M ago19:48

19:48

The Great Wealth Transfer: • As baby boomers are the primary source of wealth, their death begin transferred to younger generations. • This is one of the most substantial intergenerational transfers of wealth in history & it is expected to continue for another couple of decades. • Some estimates put the amount of assets that will be transferred at …

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

2M ago11:17

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 f…

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Complete Senior Transitions: A One-Stop Solution to Changes in Senior Living 27:10

2M ago27:10

27:10

Emotions and stress often run high when it’s time for seniors to move out of their lifelong homes. Understanding this, Pam Kovalewski and Paul Hayes established Complete Senior Transitions to reduce the work and anxiety for seniors when downsizing, moving, or aging in place. Pam and Paul also have an extensive network of vetted professionals who ex…

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Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients 30:30

2M ago30:30

30:30

Send us a text Todd Whatley tackles the complex topic of irrevocable trusts in elder law practice, focusing primarily on Medicaid Asset Protection Trusts and when they're appropriate for clients. He draws on personal experience to provide practical guidance on implementing these powerful legal tools correctly. • Irrevocable trusts require relinquis…

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Elder Abuse: Recognizing the Warning Signs and Taking Legal Action 15:15

2M ago15:15

15:15

The silent epidemic of elder abuse affects countless seniors, yet many families don't recognize the warning signs until significant harm has occurred. Attorneys Brendan Begley and Jordan McIntyre tackle this critical issue head-on, revealing how cognitive decline creates vulnerability and opens the door to exploitation. Financial exploitation stand…

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

2M 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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Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries 21:22

2M 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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Inside Legend of Lancaster: A Place to Call Home 28:04

2M 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…

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

2M 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…

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Having the Talk with Your Parents 20:19

2M 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…

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

2M ago11:01

11:01

Autor: Greg McIntyre, J.D., M.B.A.

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

2M 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…

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

2M 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 …

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Meet Our Newest Attorney: John Miller III 12:57

2M 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…

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Undue Influence Unveiled: Protecting the Vulnerable 11:43

3M 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 …

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

3M 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, …

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

3M 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

3M 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

3M 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

3M 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…

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

3M 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

3M ago16:06

16:06

Autor: Greg McIntyre, J.D., M.B.A.

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

4M 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…

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

4M 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…

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Having a Will Is Not an Estate Plan 16:12

4M 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…

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Long Term Care Insurance: Understanding Your Options 20:51

4M 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…

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

4M 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…

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Ensuring Stability through Special Needs Trusts 12:49

4M 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. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley 20:03

4M 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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Ep. 45 Balancing Autonomy and Protection: Navigating Elder Law and Guardianship 30:17

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

4M 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

4M 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

4M 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

4M 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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