Where to Start in Making a Plan to Protect Your Property

 

Taking inventory of your assets is a great place to start when you’re developing an estate or elder law plan. Once you get a good inventory of all the assets you have, you can start looking at how you want to distribute those assets and who you want to be in charge of executing those wishes.

If you need help, the estate planning workbook on our site can be a great tool. Download the workbook or click the link to open it directly through the website. It’s a fill in the blank form that allows you to capture all your assets and designate how those assets are distributed and handled. It’s an excellent place to tell me where to start in evaluating your estate and how to strategically plan to protect your savings.

Take Inventory and Download Our Planning Information Form Here!

DownloadPDF
Blog Categories
Get the Latest Updates
Greg McIntyre, JD, MBA

Meet Greg McIntyre

Greg McIntyre, founder of McIntyre Elder Law, is more than just an attorney. As a Navy Veteran, father to six kids, and a loving husband, he values family deeply. This drives his commitment to helping clients safeguard their futures and pass down legacies.

Greg has a passion to help people. Beyond just legal advice, he loves having conversations and strives to build a long-term relationship with every clients that comes through his door.

Connect with Greg

Act now to secure your legacy and protect your loved ones.

At McIntyre Elder Law, we’re dedicated to assisting North Carolina families, seniors, and their loved ones as they plan for the future.

Whether you need to prepare for future long-term care, access Medicaid or nursing home benefits, or need help settling a loved one’s estate, we’re here to support you.

Contact us for a complimentary consultation to take the first steps towards safeguarding your lifestyle, your legacy, and your family’s wellbeing.

Before you go!

The Elder Law Handbook

Your comprehensive guide to safeguarding your financial well-being and ensuring your legacy stands the test of time. Download the FREE handbook today.

By providing your phone number, you agree to receive text messages from McIntyre Elder Law. Message and data rates may apply. Message frequency varies.

Skip to content