The holidays are a time for giving and reflection—it's also the perfect moment to evaluate your estate plan. Are you prepared for the future, or are your loved ones left with potential financial and legal challenges? At McIntyre Elder Law, we’ve put together a festive guide to help you move from "naughty" mistakes to a "nice" estate plan that ensures peace of mind.

🎅 The Estate Planning Naughty List:

1. No Powers of Attorney – Without these, your family may need to petition the court if you’re incapacitated.
2. Ignoring Guardianship Risks – Not naming trusted individuals could lead to contested guardianship proceedings.
3. Failing to Plan for Long-Term Care – Long-term care costs can wipe out your assets without proper planning.
4. Leaving Probate Vulnerabilities – Probate opens the door for creditors and may force the sale of property.
5. Skipping Asset Protection – Without tools like trusts, your assets may be consumed by medical expenses or disputes.

✨ The Estate Planning Nice List:

1. Establish Powers of Attorney – Ensure someone trusted can make financial and healthcare decisions for you.
2. Plan with an Attorney – A professional will create a tailored estate plan that considers all your needs.
3. Take Inventory of Assets – Knowing what you own and who you want to benefit is essential.
4. Protect Your Home with a Lady Bird Deed – Avoid probate and Medicaid recovery on your home.
5. Utilize Trusts for Asset Protection – A Medicaid Asset Protection Trust can preserve assets for future care.
6. Avoid Probate – Bypass delays and court fees with proper estate planning strategies.

Why Planning Matters: 

Over 70% of individuals will need long-term care at some point. Proactive planning is essential to protect your assets, ensure your wishes are honored, and support your loved ones.

Holiday Special: 🎁 Schedule a FREE consultation and get $200 off any estate planning services!

Call us at 1-888-999-6600 or visit mcelderlaw.com/scheduling to schedule your appointment today. Offer valid through 12/31/2024.

Happy Holidays from McIntyre Elder Law! 🎄

Greg McIntyre 

Estate Planning Attorney

McIntyre Elder Law

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