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How to Put Property into a Trust

April 6th, 2019 (No Comments)

So, you went to your lawyer and had her draft you a shiny new trust. What now? Now you need to put your assets into the trust. This is also known as funding the trust. So, how do you do that? Well, the answer, similar to any other answer you’ll get from a lawyer, is: […]

The Most Important Part of Estate Planning No One Talks About

March 12th, 2019 (No Comments)

Most Estate Planning attorneys will tell you that planning ahead is the most important thing you can do to ensure you and your family are protected. I agree, but what does it mean to plan ahead? The most obvious answer is: planning ahead means anticipating future contingencies and having your affairs in place to navigate […]

How do You Preserve Your Mental Health and Dignity as You Age?

March 12th, 2019 (No Comments)

In the 1970’s, a Stanford University professor and psychologist David Rosenhan conducted an experiment on mental health institutions. The experiment’s principle aim was to determine the validity of psychiatric diagnosis. He conducted this experiment by having “pseudo-patients” fake manic episodes to get into various psychiatric hospitals around the United States. Once in the hospital, the […]

International POAs

March 12th, 2019 (No Comments)

  I’m Greg McIntyre of McIntyre Elder Law helping seniors protect their assets and legacies. Today we’re going to talk about International Powers of Attorney and answer the question: Are Powers of Attorney valid outside the United States of America? The simple answer is, Yes, they are. If you wanted us to draft a General […]

Firm Family Matters: Family Business

March 12th, 2019 (No Comments)

I’m Greg McIntyre of McIntyre Elder Law helping seniors protect their assets and legacies. Today’s show is about family business. There are a lot of family businesses out-there, the difference here is there’s very little separation between our family and our business.  I’m here with my wife Stefanie, at our Charlotte office, located at 112 […]

The 3 Biggest Estate Planning Mistakes

March 1st, 2019 (No Comments)

Introduction  Estate Planning is a hugely important process that is often put off or ignored. Unfortunately, even for the well-meaning pre-planners out there, there are many pitfalls for the unwary. Below are the three major pitfalls you should avoid. I. Failing to Do the Necessary Tax Planning Currently, the gift and estate tax won’t affect […]

Special Assistance and Long-Term Care Medicaid… Different Rules and Asset Protection

February 26th, 2019 (No Comments)

I’m Greg McIntyre of McIntyre Elder Law helping seniors protect their assets and legacies. Today we are going to discuss Special Assistance and Long-Term Care Medicaid. This is for people who are being hurt by long-term care payments, including nursing home and assisted living care payments. These payments might be draining your bank account rapidly […]

How to Keep Heirs from Challenging Your Will

February 24th, 2019 (No Comments)

I. Introduction One of the downsides of passing your property through your will is that the probate process can be tied up in litigation. Anyone who followed the Anna Nicole Smith case (following death of billionaire husband J. Howard Marshall) knows that this probate litigation can be a long drawn out process. Even if you […]

How Does Your Immigration Status Affect Your Medicaid Eligibility?

February 23rd, 2019 (No Comments)

Introduction  Medicaid is a form of socialized healthcare. Everyone who earns a living is required to pay into the program, and everyone who pays in is potentially a beneficiary of the program. However, there are strict eligibility requirements to become qualified for Medicaid. This makes sense because the program exists to help pay the cost […]

HOW TO AVOID THE MEDICAID DEATH PENALTY

February 23rd, 2019 (No Comments)

Introduction  The Medicaid program is something you’ve paid for your whole life. Much like Social Security, you pay into Medicaid with each paycheck. However, unlike Social Security, even though you’ve paid in, you’re not entitled to recoup your money unless you meet the income and asset thresholds. In that way, Medicaid is rather restrictive. Thankfully, […]

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