Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
All content for Elder Law Report is the property of Greg McIntyre, J.D., M.B.A. and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
Most people assume a caring family and a good doctor’s note will steer a loved one through a crisis. The hard truth in North Carolina: only a judge can declare incompetence, the evidence bar is high, and family conflict can put strangers in charge of the most personal decisions. We unpack the four biggest guardianship nightmares—thin medical proof, missing powers of attorney, contested petitions, and defaulting to third-party guardians—and show how to navigate each one with strategy, clarity,...
Elder Law Report
Big-hearted plans beat vague intentions. We dig into clear, workable ways to support the causes you care about—without neglecting the people you love. From simple will language to more advanced tools, this conversation breaks down how to structure charitable gifts so they’re easy to carry out, tax smart, and aligned with your values. We start with the building blocks: specific gifts versus percentage bequests, and how beneficiary designations on life insurance, retirement accounts, and bank ...
