Elder Law Report

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:

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⏱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.

Happy Anniversary to my wife of 21 years, Stefanie! I love this evening. Perfect! Good weather, good food and great company. Our lives have changed over the years. Yours will too. Let us know if we can help you and your family. Schedule your FREE CONSULT today. mcelderlaw.com/freeconsult.

SPECIAL OFFER: FREE CONSULT: Have you gotten your affairs in order? Is your family taken care of during this time? We are offering FREE CONSULTS for estate planning and elder law legal issues to individuals and families during this time. We are here for you. To take advantage of this SPECIAL OFFER call: 704-749-9244 or go to mcelderlaw.com/freeconsult.

CHARLOTTE TODAY SHOW! Greg & Eugene discuss estate planning and make available a FREE digital version of the Magazine, the Elder Law Report . 2020 . Digital Edition. Get the magazine now at mcelderlaw.com/magazine.

ARE YOU READY? ARE YOUR AFFAIRS IN ORDER? Find out in this LIVE Estate Planning Seminar where Greg, Brenton and Hayden discuss all your FOUNDATIONAL DOCS that you need as well as Trusts and Lady Bird Deeds. Great FREE CONSULT offer within this seminar. Take advantage by calling: 704-749-9244 or online at mcelderlaw.com/estateplanning.

Elder Law Attorneys, Greg and Brenton, lay out how you can get your affairs in order and save your hard earned money and property.

Americans have fought for our rights for centuries. Now they are suspended. How could this shutdown affect your estate and your rights? Brenton and Greg discuss.

SPECIAL Elder Law Report. Health Update from DeShay Oliver, the Interim Healthcare Director of Cleveland County, NC and then Greg, Brenton and Hayden talk about the Question: Can we reopen our society in a thoughtful way?

Greg, Hayden and Brenton discuss ways to avoid Cabin Fever and also speak to Sheriff Alan Norman ways to avoid SCAMS. Lots of information covered in this episode of the Elder Law Report.

Stef shares a little about the peace that comes with having your Estate Plan in place, and having all your “docs” in a row. ***We are offering In Person, Telephone and Video Consults*** FREE OF CHARGE during this crisis. Call us: 704-749-9244 or online at mcelderlaw.com.

Brenton, Greg & Hayden LIVE on the radio Elder Law Report about the Getting Peace if Mind in Trying Times Times. SPECIAL OFFER: FREE Consults during this crisis. Call: 704-749-9244 or online at mcelderlaw.com.

Greg discusses his fear of what may come...