I am frequently asked the following question: “I have a [insert legal document] that was drafted for me out of state. Is it valid in North Carolina?” The answer? It depends. Legal documents like wills, trusts, and powers of attorney are typically set up to be valid in any state. However, there are further considerations to … well consider.
If the document was drafted by an attorney in another state, then it will likely be valid and usable in NC. If it was a fillable form or something you got off a website, then you’re rolling the dice as to whether it’s valid in ANY state.
If the document was drafted by an attorney, different states have different laws. While the requirements for a valid estate planning documents are pretty consistent among the states, there are some differences of which to be wary.
The general requirements for wills are as follows. Wills must be signed, witnessed, and attested. The testator (creator of the will) must be of legal age, have the intent to create the will, and be of sound mind. Most states have similar definitions of these requirements, but they can differ. For example, the legal age for most states is 18. However, in Louisiana, a person as young as 14 can create a will. Another example is the witness requirements. Most states require a minimum of 2 witnesses to be present and observe the testator signing the will. However, good ol’ Vermont requires a minimum of three witnesses (which is surprising for a state with such a small population).
Other estate planning documents are similar to wills in that most require a witness. Some just require a signature and a notary. However, each state may differ in their requirements. Most states tend to have some sort of law that basically says that if a legal document was validly created under the laws of another state, the new state will accept it notwithstanding the different standards.
There is also the fact that the legal document itself might be valid but certain provisions in the legal document may not be. This is especially true if you are moving from a community property state to a state that does not have community property laws. Furthermore, in some states you can disinherit your spouse. In NC, for example, there are laws that protect surviving spouses.
Beyond validity, the document might need to be updated for practical purposes. Let’s say you moved from New York to North Carolina. You had a will drafted in NY and you named your sister who also lives in NY as your executor. Now that you have moved to NC, your will may still be valid, but your executor now lives more than twelve hours away from you.
Moreover, when you move, you make changes. Typically, you buy or sell real or personal property, you make new relationships, you become a part of new groups, etc. Your estate plan should be able to account for these changes. If it does not, then it should be updated to fit your new life.
The best thing to do, if you are moving to a different state, is to have an attorney evaluate your estate plan and make sure it works for you.
As an Estate Planning & Elder Law attorney, I cannot overstate the importance of regular reviews of your estate plan. Many people think of estate planning as a one-time event, something to be done and then forgotten. But in reality, your estate plan should be a living, breathing document that changes and evolves with your life circumstances.
An estate plan is a legal document that outlines your wishes for how your assets will be distributed after you pass away. It can also include provisions for how you want to be cared for in case you become incapacitated, as well as who should make important decisions for you if you cannot make them for yourself.
But even the most well-crafted estate plan can become outdated if you don’t review and update it regularly. Life is full of changes, both big and small, that can impact your estate plan. Here are just a few examples:
If a loved one dies: If a beneficiary or executor named in your estate plan passes away, you’ll need to update your plan accordingly.
If you lose, sell, or acquire assets: Changes in your financial situation can have a significant impact on your estate plan. If you sell an asset, you may need to revise your plan to reflect the loss of that asset. On the other hand, if you acquire new assets, you may need to update your plan to include them.
Birth of new family members: The birth of a child or grandchild is a joyous occasion, but it also means that you may need to revise your estate plan to ensure that your new family members are included.
Divorce: If you get divorced, you’ll need to update your estate plan to reflect the change in your marital status.
Changes in tax laws: Tax laws are constantly changing, and these changes can have a big impact on your estate plan. Regular reviews can ensure that your plan is still tax-efficient.
These are just a few examples of the many changes that can impact your estate plan. By reviewing your plan annually (at a minimum), you can ensure that it still meets your needs and reflects your current circumstances.
During your review, be sure to consider the following:
Are your beneficiaries still accurate?
Do your estate planning documents still reflect your wishes?
Have there been any significant changes in your assets or liabilities?
Are your financial and healthcare powers of attorney still accurate?
Do you need to make any changes to your tax planning strategies?
If you’re not sure where to start, I encourage you to reach out to an estate planning attorney for help. A knowledgeable attorney can help you navigate the complexities of estate planning and ensure that your plan is up-to-date and meets your needs.
In conclusion, regular reviews of your estate plan are crucial to ensure that it still reflects your wishes and meets your needs. By taking the time to review your plan annually and make any necessary updates, you can have peace of mind knowing that your loved ones will be taken care of according to your wishes.
Greg McIntyre Estate Planning & Elder Law Attorney
Eugene: Well, this morning, We’re talking about Estate Planning and the important role it plays in so many peoples lives ahead here to walk us through Attorneys Greg McIntyre and Brenton Begley from Mcintyre Elder Law, before we start talking about estate planning. Lets talk about a typical day and what that looks like for you guys.
Greg McIntyre:
Starting off the morning with a morning meeting, making sure we are all together, that we are moving the right direction, knowing exactly what we have to do that day, maybe getting into some drafting work, working on litigation, there may be some mediation or trials for the attorney. Moving on to meeting with the clients, there may be an estate planning issues, benefits issues, probate issues, and then making sure we have meetings with our team in each department every day to make sure everybody knows everything that is going on, and the attorneys are there to answer any questions and then getting back with clients. You know, I’m there until 7,8,9 at night calling clients back and working on cases and thats my day. Brenton is an early morning guy. He takes the first shift, then I take the second and a half shift.
Brenton:If you get a call at 7:00am it’s probably from me.
Eugene: Lets talk a little bit about that, how long does it take, so a client comes into your office, how long does it take to draft an estate plan? How long does it take?
Brenton: It depends on what we are doing, there are many estate planning documents that we could do for a client, many different plans. We try to custom tailor every plan to each person. Usually it takes a couple of weeks for a full plan because we work with the client to really customize it. We don’t want to knock out something in a day or in a few days and have it be wrong. We want to take the time and really dig in with the client. It usually takes a couple of weeks with the client from the beginning consultation to the end when we sign and record everything. We provide the witnesses and the notaries and everything like that so it’s finished at the signing date and in between that time is a couple of weeks.
Eugene: Greg, do you encourage that clients bring their family folks and family members there, particularly family members of older folks that may be losing some of their cognition?
Greg: Yeah you know, a lot of the time, it is a family affair and I encourage that. Bring family members, bring people you trust to the consult and let’s talk about it. Bring your current estate planning documents, lets review those. If there are any cognitive issues, certainly we want to be aware of that and we also want to be aware and be sensitive to the fact that someone may be subject to influence from a family member to and if we sense that then we are going to send those people out of the room. I’ve done that many times.
Eugene: you have this misnomer that estate planning was only reserved for people that are rich and famous.
Greg: Okay, you see people pass away prints Aretha Franklin, other people with no estate plan, no will. People who really get hurt are people in the middle who maybe have worked, scrimped, saved and have a house, some retirement, long-term care situation can take everything, if they don’t have an estate plan and proper tools in place to be able to manage their lives and protect assets, and pay for long-term care. Those things need to be thought through to avoid losing everything you’ve worked for.
Eugene: And Brenton, he was talking earlier about communication. You were saying communication is extremely key.
Brenton: The client needs to know what is going on, in any case that you are doing for them. if were doing an estate plan for them, you wanna dig in and find out what their wishes are, because ultimately what we wanna do is make sure their wishes are fulfilled, make sure we protect their dignity. They have hired us to do a job, and we want to make sure that we stay in contact. Especially if it’s litigation or something like that. People don’t know what the court does, it’s kind of a mystery so, having the attorney or paralegal call and explain those things is really important.
Eugene: And Greg, you offer a free consultation, how can people get in touch with you about that and take advantage of that?
Greg: They can call 1-888-999-6600. Somebody real will answer the phone, with a kind voice. no robots answering the phone at our office. Or if you do want a robot, you can get on our website and schedule it right online at Mcelderlaw.com
Eugene:Thank you all for being here.
Greg: Thank you, Eugene
Greg McIntyre Estate Planning & Elder Law Attorney
Oh, hello there! My name is Brenton S. Begley, and I am an estate planning attorney.
Estate planning, you may ask? What’s that all about? Well, let me explain in a way that even a child could understand.
Estate planning is like a big puzzle. It’s all about making sure that your belongings and your money go to the people you love when you’re no longer around.
Sounds simple enough, right? But it’s not always as easy as it seems. That’s where I come in. I help people just like you put all the pieces of the puzzle together so that everything is taken care of in the best way possible.
You see, when you don’t have a plan in place, the government gets to decide where your stuff goes. And that might not be exactly what you had in mind.
But with a little help from me, we can make sure that your wishes are carried out exactly as you intended.
First, we’ll talk about your assets – your house, your car, your bank accounts, and anything else you own. Then we’ll figure out who you want to have those things with when you’re gone.
Next, we’ll discuss your debts and taxes. It’s important to make sure that these are taken care of so that your loved ones aren’t left with a big mess to clean up.
And finally, we’ll look at who will make decisions for you if you’re unable to do so yourself. This might be due to an illness or injury, and it’s important to have someone you trust in charge.
But don’t worry, I’ll be there to guide you every step of the way. I’ll answer all of your questions and make sure you understand everything before we move forward.
So, if you’re ready to get started on your estate plan, give me a call! Together, we can make sure that your wishes are carried out, and that your loved ones are taken care of.
Navigating the Silent Game: The Role of Estate Planning Attorneys in Helping Families Plan for Their Financial Future
As an estate planning attorney, I have witnessed the ongoing silent game between the government and those in my profession. This game, while not always visible, has significant implications for individuals and families seeking to plan for their financial future.
One of the primary areas of contention is taxation. The government’s increasing reliance on taxation as a source of revenue has led to a proliferation of tax laws and regulations, many of which have a direct impact on estate planning. This can make it difficult for families to navigate the complex landscape of tax laws and make informed decisions about the distribution of their assets.
Another area of tension is the changing rules governing benefit programs like long term care Medicaid. These programs are an important resource for many families, particularly those with elderly or disabled loved ones, but the constantly evolving rules can make it difficult for individuals to plan for their future care.
Changes in laws governing retirement benefits are also a source of conflict. The government’s efforts to reform retirement programs like Social Security and Medicare can have a major impact on individuals’ financial planning, making it difficult to predict the level of support they can expect in their golden years.
The issue of guardianships is another area where the government and estate planning attorneys often find themselves at odds. Guardianships allow individuals to appoint someone to make decisions on their behalf in the event that they are unable to do so themselves, but the process can be complex and subject to government oversight.
All of these challenges highlight the importance of working with a qualified estate planning attorney. An experienced attorney can help families navigate the complex landscape of tax laws, benefit programs, retirement benefits, and guardianships, ensuring that they are able to make informed decisions about their financial future.
In conclusion, the silent game between the government and estate planning attorneys is an ongoing issue with significant implications for individuals and families seeking to plan for their financial future. By working with a qualified attorney, families can navigate the complex landscape of tax laws, benefit programs, retirement benefits, and guardianships, ensuring that they are able to make informed decisions about the distribution of their assets.
Greg McIntyre Estate Planning & Elder Law Attorney
There are many important topics related to estate planning that are worth discussing. Some of the most important include:
The importance of having a will: A will is a legal document that outlines how an individual’s assets should be distributed after their death. Without a will, the distribution of assets may not align with the individual’s wishes, and the legal process can be costly and time-consuming.
Power of attorney: A power of attorney is a legal document that allows an individual to appoint someone to make decisions on their behalf in the event that they are unable to do so due to incapacitation.
Living wills: A living will is a legal document that outlines an individual’s wishes for healthcare and end-of-life decisions in the event that they are unable to communicate those wishes themselves.
Trusts: A trust is a legal arrangement that allows an individual to place assets in the control of a third party, known as a trustee, for the benefit of a beneficiary. Trusts can be used for a variety of purposes, including tax planning, asset protection, and providing for loved ones.
Probate: Probate is the legal process of distributing an individual’s assets after their death. Understanding the probate process and how to avoid it can be an important aspect of estate planning.
These are just a few examples of the many important topics related to estate planning. It is important for individuals to understand these topics and to work with an experienced attorney to ensure that their assets and affairs are properly organized and protected.
If you don’t have the basics in place you could be in trouble. These are the basic foundational documents critical for any estate plan.
Greg McIntyre Estate Planning & Elder Law Attorney
As an estate planning attorney, I have had the opportunity to work with numerous individuals who have inherited significant sums of money. While these lucky inheritors may be thrilled at the prospect of a windfall, they also face the challenge of managing and preserving their inheritance.
One such lucky individual was Jane, a young woman who inherited a small fortune from her great-uncle, a successful businessman who had no children of his own. When Jane came to me for help, she was overwhelmed by the size of her inheritance and wasn’t sure what to do with all the money. Working with Jane, we were able to develop a financial plan that allowed her to invest her inheritance wisely and secure her financial future. We also worked with Jane to create a will and other estate planning documents to ensure that her assets were protected and distributed according to her wishes.
Another lucky inheritor was John, a young man who inherited a large sum of money from his grandfather, a self-made millionaire who had built a successful business from the ground up. John was excited about his inheritance but was also concerned about preserving and growing his wealth. Working with John, we were able to create a financial plan that balanced his short-term needs with his long-term financial goals. We also helped John set up trusts and other estate planning tools to protect his assets and ensure that his wealth was passed down to his heirs according to his wishes.
But not all luck stories have such happy endings. Take the case of Emily, a young woman who inherited a large sum of money from her aunt, a successful author. Emily was thrilled to receive the inheritance and was eager to use the money to live a lavish lifestyle. However, she quickly discovered that she had no financial skills or knowledge, and she ended up squandering her inheritance on frivolous purchases and risky investments. When Emily came to me for help, it was too late to salvage her inheritance, and she was left with nothing but regret.
These stories illustrate the crucial role that luck can play in our lives and the importance of being prepared to manage and preserve an inheritance. Whether you are the recipient of a sudden windfall or the inheritor of a long-planned legacy, it is essential to have a solid financial plan in place and to work with a skilled estate planning attorney to ensure that your money is working for you and providing for your future. With the right planning and a little bit of luck, you can make the most of your inheritance and secure your financial future.
Schedule your FREE consultation today: mcelderlaw.com/scheduling or Call: 1-888-999-6600.
Greg McIntyre Estate Planning & Elder Law Attorney
As an estate planning attorney, I am often asked about the statute of limitations on contesting a will in North Carolina. It is a complex and nuanced area of the law, and it is important for individuals to understand their rights and the timeline for challenging a will.
So, if you are considering contesting a will in North Carolina, here is what you need to know:
The statute of limitations for contesting a will in North Carolina is three years from the date of the decedent’s death. This means that an individual must file a claim to contest the will within three years of the decedent’s passing, or they will lose the right to challenge the will.
There are some exceptions to this rule. For example, if the decedent was a minor or under a disability at the time the will was executed, the statute of limitations may be extended. Additionally, if the decedent committed fraud or duress in the execution of the will, the statute of limitations may be extended to six years.
It is important to act quickly if you are considering contesting a will. The sooner you file a claim, the better your chances of success. Delays can result in the loss of evidence or the death of potential witnesses, which can make it more difficult to successfully contest the will.
There are a number of grounds on which a will can be challenged in North Carolina. These include lack of capacity, undue influence, fraud, and lack of proper execution. It is important to understand the specific grounds for contesting a will and to have strong evidence to support your claim.
Contesting a will is a complex and often contentious process. It is important to work with an experienced estate planning attorney to navigate the legal system and protect your rights. An attorney can help you gather the necessary evidence, prepare your case, and represent you in court.
What is a Will Caveat and what does it mean for you if you are contesting a will?
So if you are considering contesting a will in North Carolina, it is important to act quickly and seek the help of an experienced estate planning attorney. With the right legal guidance and a strong case, you can protect your rights and ensure that the decedent’s wishes are respected. Trust me, it is a process that requires diligence and attention to detail, much like the work of a detective solving a complex case.
Don’t let the statute of limitations run out! Schedule your FREE consultation today: mcelderlaw.com/scheduling or Call: 1-888-999-6600.
Greg McIntyre Estate Planning & Elder Law Attorney
Greg McIntyre: Hi. I’m Greg McIntyre here with my law partner Brenton S Begley for the Elder Law Report
Greg McIntyre: we’re going to talk about something that is complicated. But extremely important probate. And misunderstood probate. and and trust administration Brenton I hear all the time, but it’s come to me and they say, you know what, Greg Don’t worry about it. I don’t have to go through probate because I have a will to which I have. A very amount of responses to that. You will go through probate. And so it takes me to get a while to get them there. But that probate is the process right by which your will passES. This assets there is no other process. Your will isn’t worth anything until it’s actually submitted a probate and somebody qualifies as an executor.
Brenton Begley: Yeah, yeah, I like to think about it this way. So if you pass away, The things that you have are your estate. Now, some of those things can be pre-arranged to pass immediately to a beneficiary, that’s named to them. But otherwise,…
Greg McIntyre: If?
Brenton Begley: somebody has to figure out what to do with those assets. And that somebody is the court. And so when the court, when someone passed away, the court is searched jurisdiction over those assets, that don’t already have some free arranged beneficiary, okay? And there’s many ways to do that, but the court asserts jurisdiction and then they appoint somebody to act on the behalf of the court as an officer of the court, and that person is the executive. And just because you name somebody as executor in the world does not mean that they are the executor until they are appointed by the Court until they swear they take that oath right? And on the Bible and the air and you know.
Brenton Begley: They got to take that out and be appointed, okay? And then you begin the process of probate. The process that is necessary for probate assets and the title for probate assets that we passed from the decision to the next generation, right? Here’s another thing. You know, we talked about passing title to assets and that’s a big deal. But there’s also other things that need to happen through the probate process depending on the manner in which the person passed away. If there’s pending litigation before that person passed away…
Greg McIntyre: It.
Brenton Begley: if they’re old contracts, right? You might have a business that needs to be ran. You might have money owed. You you might have carried back, a mortgage on a property that you sold you might have been you know someone might have caused that individual’s death and are liable for wrongful death or personal injury. The probate process is absolutely necessary in interval to making sure that that money contracts.
Greg McIntyre: It.
Brenton Begley: Whatever it is, lawsuit is continues on it. You know, the money is obtained or you can file on behalf of the estate, some type of legal action to make the estate whole for personal injury or wrongful death.
Greg McIntyre: Absolutely. And You know, So the will worth really nothing while you’re alive, doesn’t do anything. The executor can’t do anything for you. The probate process serves to change, change title to assets, that otherwise don’t have a way to change title, like a beneficiary or something, or things in trust, right? And we’ve already talked about in a previous elr about The estate of confusion the different types of the states,…
Brenton Begley: Right.
Greg McIntyre: how you would divide up your estate into probate trust and maybe outside of both of those. And we also talk about avoiding probate all the time but that’s not necessarily that is the common theme is people want to avoid probate.
Greg McIntyre: but really, if you’re a state as large enough, Probate might be the perfect place to handle the transition of assets. What do you think?
Brenton Begley: Yeah. I mean, at some point, you might want to start routing everything through the probate process, for the benefit of that probate process because you have finality of the court order, you have the accountings that must be given to the court and it’s ensuring that everything is routed to that process. So, it goes through the terms of that very important legal document that you put in place.
Greg McIntyre: You.
Brenton Begley: Your will, you know, and that’s something that I like to point out to people even without maybe a larger estate, you know, If you name beneficiaries on a life insurance policy, it’s gonna go to them immediately upon your death and they’re just gonna get the whole thing with no stipulations. If I leave, you know, a 500,000 life insurance policy behind, someone’s gonna get 500,000.
00:05:00
Greg McIntyre: If?
Brenton Begley: And I can’t set any type of stipulations on that. I can’t control what happens with that money, I can’t ensure that money goes to a certain benefit. I can’t ensure that money is used for education, maintenance support of that,
Greg McIntyre: So you can put, you can put trust like a trust in a wills, right? Testamentary, trust.
Brenton Begley: Yeah. Yeah. So, you know, I might have a life insurance policy that I want to leave to my oldest child, right? And if I pass away, I don’t want that child, you know, to get that at 18, which even 21 and just blow that money. Maybe I want that money to be routed through that important legal document that I put in place that can set stipulations.
Greg McIntyre: Right? But those things are written in the will and…
Brenton Begley: Maybe it goes and trust for them upon my death and stays in trust for certain amount of time. The only getting when they’re 35 or get married or whatever, right?
Greg McIntyre: happen coming out of that, courtroom that court process, the probate process, right?
Brenton Begley: Exactly the probate process, gives it, you know, the salinity of having that court order to make sure that those assets are passed correctly to the correct people through that will you know, that will you set down? And and you know it’s been a lot of time. Making sure it’s very detailed as to what your wishes are gonna be. And that can same thing. Can happen through a trust too during your life. So, you know, will can create a trust at your death is called the Testamentary Trust because it’s created under the last one testament. You know by virtue of your death. Okay. And then you have a trust that is a living trust. That means it’s you know, created during your life and that trust can do the same thing. However, you know, how about this, the trust can be a really good thing for people for certain You know.
Brenton Begley: Certain factors. Okay? But at a certain point you may there may be a benefit to route assets through the probate process that’s not the case. With some of our clients who may face, you know, large long-term care bills or large Medicaid recovery, We want to avoid probate. However, for certain ones of our clients who don’t have that issue, routing things through probate can be a good thing…
Greg McIntyre: If?
Brenton Begley: because it forces, you know, the parties Meaning the executor The beneficiaries to go through this process where the court can, hold everybody accountable and make a final decision as to how things are split up.
Greg McIntyre: And keep talking about a court order. Like, you know, I can rely on the finality of that court order the official on this, the officiality, I don’t know. But really we have the officiality in this we really have Court oversight from beginning to end. And that’s you can take comfort in and…
Brenton Begley: That’s right.
Greg McIntyre: probate is you have court oversight starting from the very beginning. And different checkpoints with accountings. you know, your executor has no choice really but to abide by the exact rules of your will and…
Brenton Begley: Right. Yeah.
Greg McIntyre: from heading to end until the court, closes it out
Brenton Begley: And, you know, there’s, there’s benefits to that. Certainly, some people want to avoid that. And sometimes in the best interest of the parties to avoid court, oversight to have, you know, to avoid unnecessary delay for assets to pass, especially if it’s somebody who’s really depending on that inheritance to make sure that they can maintain the same quality of life, things like that, you might want to pass to them immediately. However, that’s really not a concern, especially if it’s a large enough of where you want to make sure that, you know, if especially like a state taxes are a fact or something like that, and you want to make sure that you’re a state is handled correctly by a professional where, there’s not going to be any infighting, any prolonged litigation afterwards and that, you know,
Brenton Begley: you know, the the ability for everybody to check off at every step, right? The court to check off at every step that you’re doing things, right? So you don’t get, you know, three months into the process and realize, Oh, you know, we messed up at day, you know, 20, and now we have to rectify it somehow, right?
Greg McIntyre: And a lot of times people are coming to us to try to clean up those messes and fix it. Get in in the middle much easier.
Brenton Begley: Right.
Greg McIntyre: If we can sit down the terminology assets and develop a plan, to probate the state, and handle it from the beginning to end as efficiently as possible. Right. So So that’s probate.
Brenton Begley: Right.
Greg McIntyre: I’ll tell you what. I think then next week we should separate out and trust administration into its own show. And that’s…
00:10:00
Brenton Begley: Yeah.
Greg McIntyre: what we’ll do, probate in itself, can be a beast. It can. you know, it’s very Meticulous, as far as.
Greg McIntyre: Things that have to be done in a certain order. The timing of things is very important and It’s also somewhere where if you don’t know…
Brenton Begley: Here.
Greg McIntyre: what you’re doing, you can get in a lot of trouble. And what I mean is, if you’re not filing certain things, and the right order at the right time, you will get a visit from a share. Serving you with a show cause motion to do whatever the court needed you to do. Yeah, and…
Brenton Begley: Yeah.
Greg McIntyre: and that’s and that’s not a fun situation to be.
Brenton Begley: Yeah. And you know, we We talk a lot about, you know, avoiding court oversight and things like that.
Brenton Begley: And then it’s funny because you see some people trying to recreate the desire to have an oversight, have a very solemn process that must be gone through whenever they pass away to make sure that things are split correctly. And they,…
Greg McIntyre: It.
Brenton Begley: it may try to kind of go, you know, through all these steps to make sure there’s, you know, multiple trustees or beneficiaries can have this right to, you know, see an accounting or something like that. And then the day it’s like Well you might as well just have it all around it through probate anyway, you know, and really at a certain point there it could be in the best interest of the estate and the heirs to go ahead and have it routed through probate and rely on the will rather than trying to have. As an overall goal avoidance of probate, you know, that doesn’t apply to everybody. I think you have to be at a certain asset level for that to really be the case,…
Greg McIntyre: Here.
Brenton Begley: but it can certainly be helpful at that, high asset threshold.
Greg McIntyre: I do not disagree and you know let’s talk a little bit more about trusting and trust administration specifically next week on the Elder Law. Report Brenton, I appreciate you being with me today on this great episode of the Elder Law Report
Greg McIntyre Estate Planning & Elder Law Attorney
The Legacy of a Grandmother’s Love: A Story of Estate Planning and Opportunity
As I sat in my dorm room, staring at the letter that had arrived that morning, I could hardly believe what I was reading. My grandmother, whom I had always been close to, had passed away suddenly, and in her will, she had left me a generous sum of money, to be used for my education.
I was overwhelmed with emotion as I thought about all the time I had spent with my grandmother, and all the sacrifices she had made for me. She had always been there for me, cheering me on and supporting me in all of my endeavors. And now, even in death, she was still looking out for me, providing me with the resources I needed to succeed.
I knew that my grandmother had always been a careful planner and that she had spent a lot of time and effort on estate planning, making sure that her affairs were in order and that her loved ones were taken care of. And now, her foresight and dedication were paying off, as I was able to use the money she had left me to pay for my college education.
As I thought about the opportunities that were now open to me, thanks to my grandmother’s love and sacrifice, I knew that I had to make the most of them. And so, with a renewed sense of purpose and determination, I threw myself into my studies, determined to make my grandmother proud and to honor her legacy.
And as the years passed and I graduated from college, I knew that I had my grandmother to thank for the doors that had been opened to me, and for the love and support she had always given me. For it was through her careful estate planning and her unwavering dedication to her loved ones that I was able to achieve my dreams and to make the most of the opportunities that life had to offer.
Let us help open doors for your loved one. Schedule your FREE consultation today: mcelderlaw.com/scheduling or Call: 1-888-999-6600.
Greg McIntyre Estate Planning & Elder Law Attorney
