Elder Law Report

With rumors of eliminating the step-up in basis on property you should be concerned. We certainly are and have a solution that we would like to share with you. Should you wish to schedule a FREE consult please call: 704-749-9244 or online at: mcelderlaw.com.

Is my Power of Attorney adequate and will it stand the test if time❓

Ever have that nagging feeling that you forgot something and it nags at you all day until you take care of whatever it is? Me, too! Greg & Brenton talk about doing the things you forgot to do and gaining clarity and peace of mind in this week's episode of the Elder Law Report.

Greg is really struggling with some tough decisions with growing the firm and his role. All of life’s best decisions are the toughest and that includes estate planning. In this Elder Law Report we examine the value of not holding on too tight. If we can help with your tough decisions let us know: mcelderlaw.com.

Let’s dispel the myth that a trust when drafted automatically controls or holds property. It must be funded. Brenton and Greg talk about how to fund a trust with many types of property and assets.

A rough & tumble format between 2 cantankerous candidates, Rex Rational and Erny Irrational. These 2 face off for your vote of planning versus spontaneity. Which one wins? You decided. For your Free Consult call: 704-749-9244 or at mcelderlaw.com. And remember... This vote is all  about you and your future!

- One or more pieces of real estate. Substantial retirement assets.- Aging & Health Problems.- No Long Term Care Insurance.- Blended Family.

Maybe, but you need to be aware of the dangers of doing so and a disturbing trend within the industry. Watch this informative Elder Law Report.

The biggest irony in life is the fact that it is human nature to avoid hard things. Are you avoiding estate planning even though you know you need to do it? Brenton and Greg talk about overcoming this fear and planning made easy. Schedule your Free Consult today. Call: 704-749-9244 or online at: mcelderlaw.com/bookfreeconsult.

How will the election effect your estate plan? Brenton & Greg discuss in this week’s Elder Law Report. Schedule your FREE CONSULT today to get your affairs in order. Call: 704-749-9244 or online at mcelderlaw.com/bookfreeconsult.

Hayden sent me this poem this morning and I wanted to share it with everyone. Let’s treat everyone with the respect they deserve. A long life well lived is full of ups and downs and love and loss. If we can help you are your family please give us a call at: 704-749-9244 or book your FREE Consult online at: mcelderlaw.com/bookfreeconsult.

Brenton and Greg talk about this hot topic in this week's episode of the Elder Law Report. Schedule your Free Consultation today by calling 704-749-9244 or online at mcelderlaw.com/bookfreeconsult.

I want to talk to you today about a problem many of my clients are facing. They want to protect their assets, including retirement funds, in a trust like an irrevocable or convertible trust. Many Americans have much of their savings tied up in traditional Individual Retirement Accounts (IRAs) or 401ks painting an asset picture that is “Qualified Fund Heavy”. That means their funds are locked in tax qualified funds like traditional IRAs or 401ks. These retirement savings products seem like a great idea at first.  They allow you to set aside money each paycheck, pre-income tax, and allows that money to grow. You are not taxed on the gains or in other words, there are no capital gains taxes on the growth of the investments inside of the IRA package. However, you are penalized 10% for any withdrawals you make prior to age 59 and you must start taking distributions from the IRA at the age of 72. The distributions from your qualified retirement assets can provide much needed income well into your retirement. Howeve

✅Pros & Cons of Estate Planning:

I wanted to RAVE about our services for a minute if you will allow:3 Departments:- Estate Planning (Pre-Planning)- Benefits Planning (Medicaid and VA)- ProbateSign up for your FREE conversation today!

POWER TO THE CLIENT!!! Cool technology here that is EASY to use. We think you will love being able to book your own FREE conversations with our offices and attorneys right from your phone or computer. Try it out!Schedule your FREE conversation today! mcelderlaw.com/bookfreeconsultBook:- In Person- Phone- VideoWe look forward to serving you!

$$$ Is price your concern? We are flexible. Taylor explains our pricing plans and the cool

⏱Estate Planning Seminar in 10 Minutes.What you will learn:✅ Why Start with Foundational Planning?✅ Can Protective Deeds Save My Home?✅ Are Trusts Right For Me?❗️FREE OFFER: FREE CONSULT FOR YOU❗️‼️SCHEDULE TODAY‼️

Greg & Colleen chat about the importance of planning for special needs family members.