Najlepsze podcasty z kategorii: Elder Law (2024)

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

2d 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

3d 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

3d 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

4d ago27:11

27:11

Send us a Text Message. 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 docu…

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Elder Law Offices Ep 6 2024 What Is Elder Law? 19:37

17d ago19:37

19:37

Estate Planning and Elder LawWe have dedicated our entire practice to providing estate planning to families in West Virginia and Pennsylvania. Our purpose is to ensure people of all ages and their loved ones have financial security now and in the future.Visit us online at: https://www.seamonlawoffices.com…

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

4d ago24:03

24:03

Send us a Text Message. 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 valu…

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

8d 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

10d 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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Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

16d ago30:34

30:34

Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest la…

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Out With the Old, In With the New: Proper Document Disposal 7:32

17d ago7:32

7:32

Ever wondered what to do with outdated estate planning documents that might cause confusion in the future? Join us on the Elder Law Report as attorney Samantha Gordon and special guest attorney Jordan Bentley tackle this crucial issue head-on. You'll walk away with expert advice on how to properly dispose of old wills and powers of attorney, ensuri…

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Elder Law Answers Ep 5 2024 Planning Your Estate 19:40

17d ago19:40

19:40

Preparing for the possibility of long term care.Estate Planning and Elder LawWe have dedicated our entire practice to providing estate planning to families in West Virginia and Pennsylvania. Our purpose is to ensure people of all ages and their loved ones have financial security now and in the future.Visit us online at: https://www.seamonlawoffices…

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Wills Versus Trusts in Estate Planning 19:30

18d ago19:30

19:30

In this episode, attorney Bill Miller discusses the differences between wills and trusts. He explains that a will is a legal document that outlines how your probate assets should be distributed after your death, while a trust is a legal agreement that holds assets for the benefit of individuals or purposes. Wills are simpler and less expensive upfr…

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Elder Law Answers Ep 4 2024 West Virginia PACE Trust Fund 19:08

19d ago19:08

19:08

Learn more about this special program created for West Virginian's with special needs.https://wvpacetrustfund.comEstate Planning and Elder LawWe have dedicated our entire practice to providing estate planning to families in West Virginia and Pennsylvania. Our purpose is to ensure people of all ages and their loved ones have financial security now a…

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Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets 19:49

24d ago19:49

19:49

Think a will is your ticket to avoiding probate? Think again. Join Greg McIntyre and Jordan Bentley from McIntyre Elder Law as they dismantle some of the most widespread myths in estate planning. From the erroneous belief that a will sidesteps probate to the misconception that a spouse will inherently inherit everything, Greg and Jordan break down …

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Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

30d ago28:00

28:00

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her…

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Protecting Elderly Loved Ones from Financial Scams: Essential Tools and Strategies 10:14

1M ago10:14

10:14

Ever wonder how you can protect your elderly loved ones from the ever-growing threat of financial scams? Join us on the Elder Law Report as Brenton Begley and Samantha Gordon pull back the curtain on these pressing issues, revealing actionable strategies to safeguard seniors' finances. This episode promises to arm you with knowledge on the essentia…

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Common Pitfalls and Mistakes of Self-Help Estate Planning 25:37

1M ago25:37

25:37

In this episode, attorney Bill Miller discusses common mistakes and pitfalls of self-help estate planning. He shares real-life stories to illustrate the consequences of these mistakes and emphasizes the importance of working with qualified professionals. The main mistakes discussed include putting children's names on bank accounts, relying solely o…

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Secure Your Assets Against Alzheimer's 19:08

1M ago19:08

19:08

What steps can you take today to protect yourself and your family from the devastating effects of Alzheimer's and dementia? Join estate planning and elder law attorneys Greg McIntyre and Britton Begley as they tackle the rise of these conditions and offer actionable legal strategies to safeguard your future. With a focus on the importance of proact…

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Guardianships and Conservatorships Versus Powers of Attorney 19:03

1M ago19:03

19:03

In this episode, attorney Bill Miller discusses the differences between guardianships and conservatorships versus a power of attorney. He shares a story about a man who had Alzheimer's and the difficulties faced by his while trying to sell their property due to his inability to sign legal documents. A power of attorney is a document that gives some…

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Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

1M ago27:51

27:51

Today, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They’d rather age at home in familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff’s guest, Melissa Ressler, is the executive director of Lancaster Downt…

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Creating Inclusive Estate Plans for LGBTQ+ Families 13:07

2M ago13:07

13:07

Celebrate Pride Month with us on the Elder Law Report as we promise to equip you with vital estate planning insights tailored for LGBTQ+ individuals and families. Joined by attorneys Samantha Gordon and Jane Dearwester, along with our Marketing Director and Diversity Officer, Morgan Woody, we tackle the unique challenges of non-traditional family s…

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Estate Planning for LGBTQ+, Single Parents, and Non-Traditional Families 30:21

2M ago30:21

30:21

Are you prepared to ensure your family's financial future, no matter what the structure? Join us in a vital conversation with Jane Dearwester from McIntyre Elder Law, where we challenge the myth that estate planning is only for the wealthy or traditionally structured families. Jane underscores the universal necessity of comprehensive planning tools…

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Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

2M ago30:26

30:26

Jeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question, then we know that other people are thinking it, too. And, since we’re dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might…

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Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice 10:18

2M ago10:18

10:18

Ever wondered who should manage your estate when you're no longer able to? Join us, Jane Dearwester and Jordan Bentley from McIntyre Elder Law, as we demystify the process of selecting trustworthy agents, executors, and trustees for your estate plan. We tackle the questions we frequently encounter in our consultations and seminars, providing you wi…

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Does Everyone Need a Power of Attorney? 8:12

2M ago8:12

8:12

Are you prepared for life's curveballs? That's exactly what we, attorneys Samantha Gordon and Jordan Bentley from McIntyre Elder Law, explore in an episode that promises to arm you with the knowledge to safeguard your decision-making powers during unforeseen circumstances. We delve into the importance of having powers of attorney in place as you or…

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The 3 Steps You Need to Take Right Away to Protect You and Your Family When You Get a Dementia Diagnosis 26:09

2M ago26:09

26:09

In this episode, attorney Bill Miller discusses the three steps to take immediately when there's a dementia diagnosis to protect you and your family. He emphasizes the importance of having the right legal documents in place, such as a durable financial power of attorney and an advance directive for healthcare. He also highlights the need for profes…

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From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community 30:32

2M ago30:32

30:32

Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…

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Legacy Protection: How to Shield Your Business with Succession Planning 14:33

2M ago14:33

14:33

Are you prepared to protect your business's future no matter what life throws your way? Let Brenton Begley and Jane Dearwester guide you through the essentials of succession planning with wisdom and clarity. Together, we unlock the strategies to ensure your business thrives, addressing the need for robust corporate documents and the lifesaver that …

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What is a Special Needs Trust? 19:19

3M ago19:19

19:19

In this episode, attorney Bill Miller discusses special needs trusts—also known as supplemental needs trusts—which are designed to protect the benefits of someone who is disabled and on SSI or Medicaid. He explains the two types of special needs trusts: first-party and third-party. First-party special needs trusts are for individuals who receive an…

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Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter 30:14

3M ago30:14

30:14

Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planni…

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Estate Planning with a Focus on Mental Health Protection 15:18

3M ago15:18

15:18

Ever wondered how to navigate the often-overlooked complexities of mental health in estate planning? Well, worry no more. Your hosts, Greg McIntyre and co-host Attorney Samantha Gordon ("Sam"), delve into the heart of this matter, breaking down the crucial differences between healthcare powers of attorney and mental healthcare directives. You'll co…

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Preserving Your Home from Medicaid Recovery: Strategies for Asset Protection 9:16

3M ago9:16

9:16

Could your home be vulnerable to Medicaid recovery after you're gone? Join me, Greg McIntyre of McIntyre Elder Law, as I reveal the crucial measures necessary to shield your most valuable asset from being claimed to repay Medicaid expenses. In this eye-opening episode, we dissect the complexities of Medicaid estate recovery and highlight strategies…

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Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us 26:30

3M ago26:30

26:30

Jeff’s guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and orga…

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New Perspectives in Elder Law with Jordan and Jane 13:28

3M ago13:28

13:28

Unlock the synergy of diverse legal expertise as attorneys Jordan Bentley and Jane Dearwester join our McIntyre Elder Law team, bringing a unique blend of knowledge to the table. Prepare to be enlightened by Jordan's family law finesse and Jane's real estate acumen, as they reveal how these skills fortify our elder law services. In this episode, yo…

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Probate Versus Non-Probate Assets 21:34

3M ago21:34

21:34

In this episode, attorney Bill Miller discusses the difference between probate and non-probate assets. Probate assets are those that are solely owned by an individual and do not have any other legal way of transfer, while non-probate assets have designated beneficiaries or joint ownership. Bill also highlights the probate process, including the res…

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

4M ago12:21

12:21

Ever found yourself pondering the fairness of a will? Wonder no more, as Jane Dearwester, a fierce litigation attorney, joins me, Greg McIntyre, to unravel the complexities of elective share in estate planning. Imagine the shock of being left out of your spouse's will, or receiving a mere dollar—this discussion is all about how NC General Statute 3…

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The Importance of Long-Term Care Planning 28:27

4M ago28:27

28:27

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

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

4M ago28:14

28:14

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

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

4M ago14:41

14:41

Navigating the treacherous waters of property transfer and long-term care planning can be daunting, but fear not—Jordan Bentley and I, Brenton Begley, are here to steer you clear of the pitfalls. Prepare to uncover the truth behind the common belief that simply gifting your family home to your children is the best legacy move. Throughout our discus…

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Nursing Home Medicaid Qualifications 22:09

4M ago22:09

22:09

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

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

4M ago27:19

27:19

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

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

4M ago6:56

6:56

Unlock the secrets to securing your financial future even when long-term care is on the horizon. In our latest chat, I, Greg McIntyre, join forces with the astute attorney Samantha Gordon from our Charlotte office to navigate the confusing waters of Medicaid Asset Protection Trusts and Medicaid Crisis Planning. We peel back the layers of these comp…

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

4M ago28:49

28:49

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

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

4M ago13:23

13:23

Embark on a journey to secure your future as my colleague, Samantha Gordon, and I dissect the often-overlooked perils of guardianship and champion the empowering capabilities of powers of attorney. With Samantha's deep well of experience in guardianship cases, we peel back the layers of court interventions that could entangle your personal and fina…

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

4M ago26:23

26:23

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

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

5M ago10:40

10:40

Discover the strategies to protect your family's future and maintain harmony through expert estate planning with me, Greg McIntyre, and my esteemed colleague, Jordan Bentley. Together, we navigate the complexities of securing your legacy and resolving familial disputes with finesse. Our engaging conversation brings Jordan's extensive family law exp…

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Revocable vs. Irrevocable Trusts 25:52

5M ago25:52

25:52

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

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

5M ago29:15

29:15

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

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

5M ago30:32

30:32

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

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

5M ago13:53

13:53

Embark on a journey through the nuances of estate planning, especially tailored for women, with your hosts Samantha Gordon and Jane Dearwester from McIntyre Elder Law. This month, as we honor the achievements and strides made by women throughout history, we delve into the critical importance of taking control of one's financial and healthcare decis…

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