Beste Elder Law Podcasts (2025)

1
Ginnie Kite Group Real Estate: Serving Seniors with Empathy and Compassion 25:28

24h ago25:28

25:28

For many seniors, selling their home isn’t just a transaction—it’s part of a vital transition. Ginnie Kite, a real estate professional and former health care executive, knows this well. She joins Jeff Bellomo to explore how deep listening, compassion, and experience can help older adults navigate one of life’s biggest changes. With over 75% of her …

1
Trust Planning 101: What are Trusts, Who Needs Them, and Why? 7:44

2d ago7:44

7:44

What exactly is a trust, and do you really need one? Attorneys Haley Matson and Jane Dearwester tackle these questions head-on in our latest episode, breaking down complex legal concepts into practical, actionable information. Think of a trust as a private container for your assets with specific instructions attached. Unlike the common misconceptio…

1
How to Transfer Stuff to Your Heirs When You Die 20:55

3d ago20:55

20:55

In this episode, attorney Bill Miller discusses the critical aspects of estate planning and elder law, focusing on the various methods of transferring assets to heirs upon death. He shares a poignant story about Brenda and her stepfather Robert, illustrating the importance of having a proper estate plan in place. The conversation covers joint owner…

1
Live from the JCC: Education, Relationships, and What Really Matters 48:28

8d ago48:28

48:28

The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical realities of planning for the future—from asset protection and trusts to long-term care and charitable giving. Also, Jeff shares the deeply personal story that inspired him to become an elder law att…

1
Planning for Aging Parents: Legal Essentials for Aging Well 6:19

9d ago6:19

6:19

Early Conversations and Legal Documents for Aging Parents: Jordan McIntyre emphasized the importance of discussing aging and estate planning early to ensure legal documents are in place. These crucial documents include powers of attorney and a will, which help manage assets outside of probate. Greg McIntyre highlighted the dangers of not having the…

1
Crisis Planning: Before It's Too Late 5:47

15d ago5:47

5:47

What happens when disaster strikes without warning? A vacation accident, a sudden health diagnosis, or an unexpected incapacitation can leave you and your loved ones vulnerable if you haven't prepared properly. Throughout this eye-opening conversation, we explore the critical importance of crisis planning and what options exist when emergencies occ…

1
A Real-Life Lesson: How to Prepare an Executor for Loss of a Parent 26:47

15d ago26:47

26:47

How can you prepare to be the executor of your parents' estate? Join Jeff as he unpacks the emotional and logistical challenges described in the AARP article, "Mom Died. Then Came the Financial Ordeal." It's a first-person account of serving as an executor. You'll learn how to avoid common pitfalls and why proactive communication is a powerful gift…

1
How Does a Trust Work in Alabama? 22:10

17d ago22:10

22:10

In this episode, attorney Bill Miller discusses the importance of trusts in estate planning, explaining how they work, their benefits, and the different types available. He emphasizes that trusts are not just for the wealthy—trusts can be a valuable tool for anyone looking to manage their assets and avoid the probate process. The conversation cover…

1
Building Bridges: Krista Warner Connects People and Purpose 25:52

22d ago25:52

25:52

Join Jeff as he sits down with Krista Warner, the Relationship Management Coordinator at Bellomo & Associates. Krista brings energy, heart, and a deep commitment to helping others. She focuses on building connections that serve as a bridge between the firm and the broader community. Krista plans professional networking events, Boot Camps, engaging …

1
Navigating Long-Term Care Benefits While Safeguarding Your Assets 9:05

22d ago9:05

9:05

Securing your family's financial future while accessing necessary long-term care is possible with the right legal strategy. This conversation between attorneys Greg and Jordan McIntyre reveals how their firm helps clients navigate this critical balance. The cornerstone of this discussion focuses on a two-pronged approach: qualifying for Medicaid be…

1
A Step-by-Step Look at Probate in Pennsylvania 29:01

29d ago29:01

29:01

When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It’s imp…

1
Demystifying Your First Estate Planning Consultation: What to Expect 6:43

1M ago6:43

6:43

Wondering what really happens during an estate planning consultation? Attorneys Greg and Jordan McIntyre pull back the curtain on this often-misunderstood process, revealing a surprisingly relaxed experience that's more like a friendly kitchen table conversation than a formal legal meeting. Far from being a high-pressure situation, estate planning …

1
A Whirlwind Weekend: Achievement, Community, and Gratitude 27:07

1M ago27:07

27:07

For a few days in May, Jeff Bellomo’s life painted a picture of everything that matters to him—his people, law firm, beliefs, and passions. As he reflects on those days, Jeff shares his overwhelming gratitude for his community and the people most dear to him. Tune in to hear about the whirlwind of activity and why Jeff describes this as his “favori…

1
Gifting and Long-Term Care Benefits: When Generosity Can Backfire 9:34

1M ago9:34

9:34

Money gifted with good intentions can lead to devastating financial consequences when long-term care becomes necessary. This eye-opening discussion between Elder Law attorneys Greg McIntyre and Brenton Begley tackles one of the most misunderstood areas of senior planning: how well-meaning asset transfers can backfire when seeking Medicaid and speci…

1
Home Remedies vs. Legal Expertise: How DIY Can Cost You in the Long Run 28:01

1M ago28:01

28:01

You’ve probably heard the saying, “A man who represents himself in court has a fool for a client.” While most of us wouldn’t go to court alone, the rise of do-it-yourself legal tool kits makes it tempting to go without professional guidance when creating an estate plan. But it’s important to understand that off-the-shelf home remedies can expose yo…

1
Lost Wills, Found Heirs: Your Guide to NC Probate Court 12:34

2M ago12:34

12:34

Probate hearings rarely make for casual conversation, but they're a critical part of estate administration that can become surprisingly contentious. Join Jane Dearwester and Haley Matson from McIntyre Elder Law as they pull back the curtain on these often-misunderstood legal proceedings in North Carolina. Most people assume probate is just paperwor…

1
From Diamonds to Real Estate Gems: Guiding Big Purchases and Emotional Transitions 28:12

2M ago28:12

28:12

Join Jeff as he chats with Jen Clemens, co-lead of the Clemens & Myers Real Estate Team. Serving York and surrounding counties in Pennsylvania and Maryland, Jen and her team are passionate about helping people through some of life’s biggest transitions. Whether you're buying your first home, selling a longtime family property, or investing in real …

1
Beyond Wealth: Why Estate Planning is About People, Not Just Money 5:57

2M ago5:57

5:57

Forget everything you thought you knew about estate planning. That nagging belief that it's only for the wealthy with beach houses and trust funds? It's completely wrong. As attorneys Jordan McIntyre and Haley Matson explain, everyone has an estate worth protecting, whether you're retired on a fixed income or just starting your family journey. What…

1
Strategies to Speed Up Nursing Home Medicaid Qualification and Save Thousands of Dollars on Care 22:28

2M ago22:28

22:28

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the complexities of estate planning, particularly focusing on Medicaid qualification and strategies to protect assets from nursing home costs. He emphasizes the importance of proper planning, legal documentation, and avoiding common mistakes that can lead to …

1
Senior Moves: Easing the Transition Out of Longtime Homes 26:32

2M ago26:32

26:32

Navigating the transition from a longtime home into a new place and the next stage of life is one of the biggest challenges older folks and their families face. Join Jeff and his guest, Andrew Bartlett, owner of the real estate firm Bartlett & Associates, to discuss ways to ease the transition. In addition to traditional real estate services, Andre…

1
Probate Bootcamp: An Executor's Guide 9:47

2M ago9:47

9:47

What exactly happens when someone names you as the executor of their will? Far more than most people realize. In this enlightening discussion, attorneys Jane Dearwester and Haley Matson of McIntyre Elder Law pull back the curtain on the executor's role during their "Probate Boot Camp." The conversation begins with a crucial concept many new executo…

1
Estate Planning Essentials: Why a Will Might Not Be Enough 29:32

2M ago29:32

29:32

When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough t…

1
When Trusted Agents Go Rogue: Legal Remedies for Power of Attorney Abuse 5:17

2M ago5:17

5:17

Power of attorney abuse represents one of the most devastating breaches of trust that can occur within families and relationships. When someone appointed to handle financial and legal affairs betrays that confidence, the consequences can be financially devastating and emotionally traumatic. Attorney Greg McIntyre tackles this crucial topic head-on,…

1
How Does Probate Work in Alabama? 20:48

2M ago20:48

20:48

In this episode, attorney Bill Miller discusses the intricacies of probate in Alabama, explaining when a will must be probated, the step-by-step process involved, common pitfalls, and how to make the process easier for families. He emphasizes the importance of proper estate planning and offers alternatives to traditional probate methods. Takeaways …

1
Learn and Earn CEUs: Inside Our Free Multi-Professional Boot Camps 28:08

2M ago28:08

28:08

At Bellomo & Associates, our commitment to education extends beyond our clients. We learned long ago that professionals locally and across Pennsylvania can also benefit from practical education in estate planning and elder law. Our free professional boot camps differentiate us from most other law firms. As Jeff describes the essential topics we cov…

1
Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience 18:44

2M ago18:44

18:44

Send us a text Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementing this collaborative approach, Todd explains how breaking down professional silos creates …

1
Deeds, Trusts, and Not Losing Your House to the State 7:38

2M ago7:38

7:38

Your home represents years of memories, hard work, and financial investment—but does your estate plan adequately protect this precious asset? In this illuminating conversation, estate planning attorneys Jane Dearwester and Jordan McIntyre share their expertise on safeguarding your real property for future generations. Drawing from her 15 years of r…

1
Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight 25:33

2M ago25:33

25:33

Send us a text Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s couple with three children (one running the family business) needed trust updates • Initial assumption: $6 million estate ($4M personal assets, $2M business) was non-taxable •…

1
Bittersweet: Reflecting on Relationships with Jessica Delp 24:00

3M ago24:00

24:00

At Bellomo & Associates, taking care of people—both colleagues and clients—is at the heart of everything we do. Our relationships give meaning to our work, making this conversation bittersweet. Jeff sits down with Jessica Delp, who has formed countless relationships as our community outreach coordinator over the past three years. As Jess moves on t…

1
My Parent Went to the Nursing Home... Now What? 11:52

3M ago11:52

11:52

What happens when a loved one suddenly needs nursing home care and you've done absolutely no prior planning? The financial devastation can be overwhelming, but according to elder law attorneys Greg and Jordan McIntyre, all hope is not lost. This father-son legal team walks through the stark reality of crisis planning for long-term care. They contra…

1
Estate Planning in Alabama for Parents with Young Children 20:09

3M ago20:09

20:09

In this episode, attorney Bill Miller discusses the critical importance of estate planning for parents with young children. He emphasizes the need for a clear guardianship plan, financial considerations, and the establishment of trusts to ensure children's needs are met in the event of unforeseen circumstances. The conversation also addresses commo…

1
The Big Transition: Selling Your Home is More than Just a Move 26:30

3M ago26:30

26:30

Selling a home usually means something big is happening—maybe it's a fresh start, a major transition, or closing one chapter to begin another. But for most people, selling a home can be overwhelming. That’s where Kasey King comes in. She’s the founder of Bodacious Properties, LLC, and she’s built a business around helping people navigate all aspect…

1
Myth Busting: Clearing Up Common Misconceptions in Estate Planning 26:47

3M ago26:47

26:47

When it comes to estate planning, there are a lot of half-truths, outdated advice, and persistent myths that can leave your family vulnerable. Join Jeff as he clarifies common misconceptions about wills, probate, powers of attorney, and trusts. Estate planning is far from a one-size-fits-all exercise. Multiple tools are available, and to be most ef…

1
Death, Taxes, and Bank Accounts: The Surprising Truth Your Banker Won't Tell You 11:29

3M ago11:29

11:29

What happens to your bank accounts when you die? It's a deceptively complex question that goes far beyond the surface-level solution of "just add a beneficiary." In this eye-opening conversation, attorneys Greg and Jordan McIntyre unpack the hidden dangers lurking in common estate planning strategies that could leave your hard-earned assets vulnera…

1
A Perspective on Change: How to Avoid Anxiety When Faced with Uncertainty 26:36

3M ago26:36

26:36

Things seem to be happening fast, and many people are worried about potential changes to tax laws and funding for programs on which they rely. Over time, Jeff has learned that talk of change does not always result in change. Because speculation can drive anxiety and poor decisions, often the best approach is to wait. If laws and programs do change,…

1
Protecting Your Legacy from Creditors and Lawsuits: Strategies for Securing Your Financial Legacy 14:57

3M ago14:57

14:57

Have you ever worried about what would happen to your hard-earned assets if you faced a lawsuit or creditor claims? The truth might surprise you. Attorney Jordan McIntyre begins with a reality check that makes many clients uncomfortable: there's no such thing as a litigation-proof life or estate plan. However, that doesn't mean you're powerless. Th…

1
Senior Living Done Right: The Country Meadows Commitment to Quality Care 27:16

4M ago27:16

27:16

Jeff is joined by Garrett and Angel from Country Meadows Retirement Communities for an important conversation about senior living—how providing a personalized approach to care and a comfortable home environment can make all the difference, and how it all starts with a passion for serving seniors. Their discussion offers a valuable perspective on wh…

1
SLO 03_2025 Wealth Transfer 19:48

4M ago19:48

19:48

The Great Wealth Transfer: • As baby boomers are the primary source of wealth, their death begin transferred to younger generations. • This is one of the most substantial intergenerational transfers of wealth in history & it is expected to continue for another couple of decades. • Some estimates put the amount of assets that will be transferred at …

1
Don't Wait Until It's Too Late: Setting Up Power of Attorney Before You Need It 11:17

4M ago11:17

11:17

What happens when you can't make decisions for yourself? Who handles your finances or communicates with your doctors? The answer might surprise you—especially if you haven't prepared the right legal documents. Attorneys Brenton Begley and John Miller dive deep into the world of Powers of Attorney (POAs), revealing why these documents are critical f…

1
Complete Senior Transitions: A One-Stop Solution to Changes in Senior Living 27:10

4M ago27:10

27:10

Emotions and stress often run high when it’s time for seniors to move out of their lifelong homes. Understanding this, Pam Kovalewski and Paul Hayes established Complete Senior Transitions to reduce the work and anxiety for seniors when downsizing, moving, or aging in place. Pam and Paul also have an extensive network of vetted professionals who ex…

1
Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients 30:30

4M ago30:30

30:30

Send us a text Todd Whatley tackles the complex topic of irrevocable trusts in elder law practice, focusing primarily on Medicaid Asset Protection Trusts and when they're appropriate for clients. He draws on personal experience to provide practical guidance on implementing these powerful legal tools correctly. • Irrevocable trusts require relinquis…

1
Elder Abuse: Recognizing the Warning Signs and Taking Legal Action 15:15

4M ago15:15

15:15

The silent epidemic of elder abuse affects countless seniors, yet many families don't recognize the warning signs until significant harm has occurred. Attorneys Brendan Begley and Jordan McIntyre tackle this critical issue head-on, revealing how cognitive decline creates vulnerability and opens the door to exploitation. Financial exploitation stand…

1
Epi 50: Navigating Dementia: Legal Rights and Client Capacity 24:39

4M ago24:39

24:39

Send us a text Elder law attorneys regularly encounter clients with dementia, yet many misunderstand that a diagnosis doesn't automatically prevent someone from signing legal documents. Todd Whatley explains when and how individuals with dementia can execute valid legal documents and avoid unnecessary guardianships. • Understanding dementia as a pr…

1
Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries 21:22

4M ago21:22

21:22

Send us a text Todd Whatley continues his trust-focused discussion by exploring the critical yet often overlooked process of trustee selection. He examines why this decision deserves more attention than the typical "oldest child" default approach, emphasizing that being a trustee is a demanding job requiring specific qualifications. • Trustee respo…

1
Inside Legend of Lancaster: A Place to Call Home 28:04

4M ago28:04

28:04

Jeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal care and memory care services—including personal care needs, medical needs, medication assistance, and memory support—vary from person to person depending on what each individual wants and nee…

1
Beyond Bank Accounts: Why That Four-Foot Metal Chicken Matters More Than You Think 7:26

4M ago7:26

7:26

What makes an asset truly valuable? At McIntyre Elder Law, we've discovered that the answer isn't always about dollars and cents. Sometimes, a seemingly ordinary item – like a four-foot metal chicken sculpture that barely fit in an attorney's SUV – becomes the pivotal element in resolving an estate dispute. Why? Because it connected our client to p…

1
Having the Talk with Your Parents 20:19

4M ago20:19

20:19

In this episode, attorney Bill Miller discusses the critical importance of having conversations with aging parents about estate planning and long-term care. He emphasizes the need for a plan to avoid family conflicts and ensure that wishes are respected. The conversation covers how to approach these discussions empathetically, the various options f…

1
Heir Today, Gone Tomorrow: Navigating the Choppy Waters of Disinheritance 11:01

4M ago11:01

11:01

Von Greg McIntyre, J.D., M.B.A.

1
Your Family and Your Future: Who Decides the Important Things? 29:05

4M ago29:05

29:05

It's natural for people to rely on professionals when it comes to complex subjects like finance, taxes, and estate planning and elder law. However, professionals can leave a client feeling overwhelmed or unsure by giving advice that the client doesn’t fully understand. So, the client lets the professionals make decisions for them. As a result, many…

1
When Tragedy Strikes: Planning Can Protect Your Family and Finances 27:39

4M ago27:39

27:39

Are your affairs in order? Recent aviation disasters and the devastating wildfires in California are stark reminders that our lives can change instantly. No one wants to dwell on worst-case scenarios, but having a plan can provide peace of mind and protect your legacy and your loved ones if tragedy strikes. Jeff shares practical steps you can take …

Podcasts, die es wert sind, gehört zu werden

Elder Law Podcasts

Podcasts, die es wert sind, gehört zu werden

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