Hello ,

You've spent a lifetime building your wealth, caring for your family, and investing in your future. But did you know that without the right protections in place, all of that could be vulnerable to lawsuits, creditors, or even family disputes. McIntyre Elder Law is here to help you protect your legacy. 

Build a Solid Estate Plan

Having an estate plan that's clear and comprehensive is the first step to avoiding litigation. At McIntyre Elder Law, we create customized documents that minimize disputes and protect your wishes. A revocable living trust lets you avoid probate and distribute assets smoothly, while an irrevocable trust can shield assets from long-term care cost recovery. 

• Bonus Tip: Include a no contest clause and spendthrift provisions for added protection. 

Update Your Beneficiary Designations

Did you know you can bypass probate and minimize legal issues just by naming payable-on-death (POD) or transfer-on-death (TOD) beneficiaries to on your accounts?

• Check all your bank accounts, 401ks, IRAs, and life insurance today. It's free! 
• Make sure the right people are listed (no ex-spouses!).
• Consider naming your trust as a beneficiary to build generational wealth. 

Use Business Entities Like LLCs

If you own rental property, a side business, or any valuable assets, using an LLC helps shield your personal assets from business-related liabilities. We often place LLCs inside trusts for layered protection and seamless succession planning. 

Don't Overlook Prenuptial & Postnuptial Agreements

These aren't just for celebrities! With more blended families than ever, it's crucial to clarify what's marital property and what's separate - especially when kids from prior relationships are involved. 

A simple conversation (and the right legal document) can save your family painful disputes later.

Thank you for reading our e-newsletter dedicated to protecting your assets and planning for long-term care. We look forward to assisting you with strategic legal solutions that ensure your peace of mind.

Greg McIntyre

Elder Law & Estate Planning Attorney 

P.S. Sharing is caring! Forward this newsletter to someone who may benefit from understanding the power of Revocable Living Trusts.