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👨👩👧👦Stef and Greg discuss how they built the firm and their family in this. Many families work hard to grow, do the right thing and build their careers, businesses and families. You won’t want to miss this NEW short Charlotte Today Show episode!
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1. Let’s look at saving assets.
2. Let’s look at protecting family.
3. Let’s plan for the future.
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IN PERSON . VIDEO CONSULT . PHONE CONSULT
Greg McIntyre Elder Law Attorney
written by:
Greg McIntyre
Elder Law Attorney
704-749-9244
greg@mcelderlaw.com
Transcript:
Eugene Robinson:
Here’s something that every family should be thinking about, how to build their legacy. Greg and Stefanie McIntyre did just that as they were growing their firm McIntyre Elder Law and their family. So good morning to both of you guys. And let’s talk about building a family legacy, Greg and Stefanie, how has that worked for you guys over the years?
Greg McIntyre:
Wow. I started off as a young attorney working in about every courtroom. I was very fortunate to be married to this lovely lady, Stefanie McIntyre, and still married to her 21 something years later. And during that time, Stefanie worked with me, she was handling the front office, juggling phones and children. We’ve had six children during that time. And Stefanie would literally have a baby and come back two days later to work in our office and bring the baby. So, we’ve raised children in our office and it wasn’t all bad. We have great kids. Our oldest is 20 years old. He’s a senior in college and he’s headed to law school. So, we didn’t turn him off from that. But it’s been a hard road. It’s been a long road and we had to build that legacy. And I know that a lot of people out there are building their legacies and working very hard as well. I never stopped to smell the roses, Eugene. I probably still wouldn’t have had an estate plan in place myself, unless Stefanie would have made me sit down and do it.
Eugene Robinson:
Well let me talk to Stefanie for this. Stefanie you made your husband sit down and do an estate plan. What did you see that was lacking in your family and why did you do it?
Stefanie McIntyre:
Well, Working in the office, I’d seen his clients come in. I’d seen him take care of other families day after day and make sure that their needs were taken care of and that their homes were protected and all their assets. Then I thought, we’ve been together a while now and we have a home and multiple properties and two offices now. And we had a lot that we needed to take care of. We have six children, they have a future that we want to make sure is taken care of. So, I’ve sat him down, I said, “Hey, we’ve got to take care of us. I know you’re very busy, but you know, we’ve got to take care of us the way you take care of your clients every day.” So, last summer we took care of that. And there’s an incredible peace that comes with knowing that everything is handled. That you don’t have to worry about what’s going to happen, if something should happen to myself or him, or both of us.
Eugene Robinson:
So legacies are built over time and they need to be protected. So, what are you protecting them against Greg?
Greg McIntyre:
I’m protecting them against the fact that I could have an accident and I could be incompetent, incapacitated. And Stefanie would literally have her life frozen because everything that has my name on it is going to be frozen to her. So she needs access. So, we work on giving access with powers of attorney. We work on making sure that if I were to pass away, she would be taken care of. It would take a decent plan to take care of our children and take care of staff and vice versa. She’s irreplaceable. So, we craft that and we talk about avoiding probate. We want to make sure that if somebody needs longterm care, that there’s not going to be some kind of Medicaid recovery coming and taking assets. We want to really plan ahead and that’s what we do with our clients when we sit down Eugene. Where they are in life, what they have and what their goals are.
Eugene Robinson:
So, how can you help other families build their legacy sir?
Greg McIntyre:
Well, we sit down and we have a consult, before we get to here where we have an entire estate plan in a binder. We have to talk about it. So, we offer right now a free consult to potential clients to meet with myself or another attorney and talk about estate planning and your plan and getting your plan in place.
Eugene Robinson:
I know that you have a book and a magazine. Can you tell me about that too, because the people need to hear this.
Greg McIntyre:
Sure. So, right now, if you sign up for a free consultation with our office, we will give you a free copy of a book that I wrote a few years ago, Saving The Farm, a practical guide to the legal maze of aging in America. And that’s a really great conversation starter. And that’s going to help you in your planning journey. Also, the Elder Law report, which is the 2020 edition magazine, which gives you updates every year on different changes in the law. So, we’d love for you to have that. And we’d love for you to have the advantage of the free consultation and planning to protect your family’s legacy.
Eugene Robinson:
Well, call McIntyre Elder Law for their free consultation. The number is (704) 749-9244. That’s (704) 749-9244. Or visit McElderLaw.com. Stefanie and Greg, thank you very much.
Greg McIntyre:
Thank you, Eugene.
Stefanie McIntyre:
Thank you, Eugene.
