Cele mai bune Elder Law podcast-uri (2024)

1
Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility 30:14

3d ago30:14

30:14

Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firm’s Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to d…

1
Securing Your Legacy with Electronic Estate Planning 24:36

4d ago24:36

24:36

Curious about the future of estate planning? Join us as Greg McIntyre and Jane Dearwester from McIntyre Elder Law guide us through the monumental shift from traditional paper documents to secure electronic documents. Discover how their innovative e-docs access system ensures the validity and security of crucial documents like wills and powers of at…

1
Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients 14:59

9d ago14:59

14:59

Send us a text Do you have trouble getting people to hire you to amend their trust done by another attorney? Are you creating trusts with terms that are not in your client's best interest? Unlock the secrets to effective trust management and protect your clients' interests with insights from Todd Whatley, a veteran in elder law. Discover why Todd a…

1
What You Will Learn at Our Estate Planning Workshop 23:57

12d ago23:57

23:57

In this episode, attorney Bill Miller provides an overview of estate planning and asset protection. He discusses common mistakes people make, such as putting their children's names on bank accounts and deeding property to their children. He emphasizes the importance of having the right kind of durable financial power of attorney, advance directive …

1
Protecting Your Legacy: Smart Strategies for Underage Beneficiaries 8:50

11d ago8:50

8:50

What if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor fi…

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2 29:26

17d ago29:26

29:26

Welcome to the second installment of our two-part series on asset protection trusts. In our previous episode, we explored advanced concepts related to the types of trusts established during a person's lifetime. Now we will focus on the options available for setting up trusts after death. There are many important factors to consider, and we want you…

1
Preparing for Alzheimer's: Essential Estate Planning Insights on World Alzheimer's Awareness Day 2:15

19d ago2:15

2:15

How prepared are you for the unexpected challenges that Alzheimer's disease can bring? Join us on this special episode as we shine a light on World Alzheimer's Awareness Day and tackle the profound impact this devastating illness has on individuals, families, and caregivers. We guarantee you'll walk away with a deeper understanding of the critical …

1
Avoid Probate Nightmares with Expert Tips 15:51

25d ago15:51

15:51

Avoid the probate nightmare and protect your assets! Discover how you can shield your heirs from the costly and time-consuming probate process in this riveting episode of the Elder Law Report. Attorneys Brendan Begley and Jordan Bentley reveal why probate can be a breeding ground for creditor claims and disputes, dragging out asset distribution for…

1
Our Dementia Care Journey Navigation Service 20:41

26d ago20:41

20:41

In this episode, attorney Bill Miller discusses the importance of having a plan in place when a loved one is diagnosed with dementia. He shares several stories that highlight the challenges faced by families who do not have the proper legal documents and strategies in place. He introduces the Dementia Care Navigation service offered by his firm, wh…

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1 28:32

1M ago28:32

28:32

We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive…

1
Estate Planning Essentials: Safeguarding Your Home and Building a Legacy with Realtor Alisha Askew 8:31

1M ago8:31

8:31

Can proper estate planning really save your home from financial ruin? Join us in this eye-opening episode as we sit down with the remarkable realtor Alisha Askew to explore the often-overlooked connection between real estate and estate planning. Through her invaluable insights, Alisha demystifies common misconceptions about the current real estate …

1
Why Have a Will? The Hidden Pitfalls of Intestate Succession 8:12

1M ago8:12

8:12

Navigating probate without a will can be a legal nightmare. What if you discovered that your surviving spouse might not inherit everything? Join us on the Elder Law Report with McIntyre Elder Law as attorneys Samantha Gordon and Jane Dearwester uncover the harsh realities of intestate succession. You'll learn how this complex legal framework can im…

1
Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones 28:30

2M ago28:30

28:30

Carolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody conciliation, Social Security disability, and other areas that make her the perfect person to sit down with Jeff and answer your questions about the legal guardianship process. WHAT YOU NEED TO KNOW…

1
From Crisis to Clarity: How We Helped These Clients Overcome Medicaid Challenges 23:39

2M ago23:39

23:39

In this episode, attorney Bill Miller discusses how his firm helps families who have a loved one going into a nursing home and how their planning can help protect assets. He shares three different scenarios of families they have helped, highlighting that asset protection planning is not just about protecting money for the next generation, but also …

1
Planning Ahead: Understanding Medicaid Asset Recovery and Estate Planning in North Carolina 14:01

2M ago14:01

14:01

Can Medicaid really take back the assets you thought were protected after a loved one passes away? Discover the crucial answers in our latest episode featuring Attorney Brenton Begley and associate Samantha Gordon of McIntyre Elder Law. We explore the intricacies of Medicaid asset recovery, focusing on how Medicaid can place a lien on a probate est…

1
Protecting Your Wealth: Navigating Medicaid Crisis and Long-Term Care Planning 18:47

2M ago18:47

18:47

Can sudden illness or injury devastate your financial stability? Discover essential strategies to protect your hard-earned assets from the exorbitant costs of long-term care in our deep dive into Medicaid crisis planning. We break down the myths surrounding Medicaid asset limits and discuss how legal guidance can ensure your wealth, including real …

1
Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania 22:24

2M ago22:24

22:24

Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer’s Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran’s fundraising efforts provide support groups and educational resources while advancing …

1
Ensuring Your Estate Plan Stays Current: Expert Advice on Updating Legal Documents 19:21

2M ago19:21

19:21

Are your estate planning documents up to date? Join Jane Deere-Wester from McIntyre Elder Law and her colleague Jordan Bentley as they uncover the essentials of maintaining and updating your estate plan. Through their engaging discussion, they highlight the importance of revisiting your documents regularly to reflect significant life changes such a…

1
The Five Biggest Mistakes People Make When Applying for Medicaid 26:40

2M ago26:40

26:40

In this episode, attorney Bill Miller discusses the five biggest mistakes that people make when applying for Medicaid to pay for nursing home care. He shares stories and examples to illustrate these mistakes and provides valuable insights on how to avoid them. The mistakes include not having the right kind of power of attorney, thinking that assets…

1
Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies 8:55

2M ago8:55

8:55

How can you ensure that your child or grandchild with special needs remains financially secure without disrupting their SSI and Medicaid benefits? Discover the intricacies of inheritance planning for heirs with disabilities in our latest Elder Law Report. We promise you'll walk away with actionable strategies, including the creation of special need…

1
More than Money: Josh Hummer’s Innovative Approach to Estate Planning 29:53

2M 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 …

1
Securing Your Family Business: Strategies for Succession and Legacy Planning 17:27

2M 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 …

1
Caring for Aging Parents: What Caregivers Need to Know 35:29

2M 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…

1
Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning 27:11

3M ago27:11

27:11

Send us a text 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 documentation…

1
Ep. 37 Trends in Elder Law - What is Coming? 24:03

3M ago24:03

24:03

Send us a text 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 valuable cont…

1
Elder Law Report LIVE!: Estate Planning Basics 15:06

3M 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…

1
Why DIY Estate Planning Can Cost You: Expert Insights from the Elder Law Report 17:08

3M 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…

1
Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

3M 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…

1
Out With the Old, In With the New: Proper Document Disposal 7:32

3M 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…

1
Elder Law Offices Ep 6 2024 What Is Elder Law? 19:37

3M 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…

1
Elder Law Answers Ep 5 2024 Planning Your Estate 19:40

3M 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…

1
Wills Versus Trusts in Estate Planning 19:30

3M 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…

1
Elder Law Answers Ep 4 2024 West Virginia PACE Trust Fund 19:08

3M 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…

1
Estate Planning Uncovered: Myths, Trusts, and Protecting Your Assets 19:49

3M 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 …

1
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

3M 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…

1
Protecting Elderly Loved Ones from Financial Scams: Essential Tools and Strategies 10:14

3M 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…

1
Common Pitfalls and Mistakes of Self-Help Estate Planning 25:37

3M 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…

1
Secure Your Assets Against Alzheimer's 19:08

4M 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…

1
Guardianships and Conservatorships Versus Powers of Attorney 19:03

4M 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…

1
Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

4M 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…

1
Creating Inclusive Estate Plans for LGBTQ+ Families 13:07

4M 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…

1
Estate Planning for LGBTQ+, Single Parents, and Non-Traditional Families 30:21

4M 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…

1
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

4M 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…

1
Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice 10:18

4M 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…

1
Does Everyone Need a Power of Attorney? 8:12

5M 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…

1
The 3 Steps You Need to Take Right Away to Protect You and Your Family When You Get a Dementia Diagnosis 26:09

5M 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…

1
From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community 30:32

5M 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…

1
Legacy Protection: How to Shield Your Business with Succession Planning 14:33

5M 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 …

1
What is a Special Needs Trust? 19:19

5M 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…

1
Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter 30:14

5M 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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