The Plain English Attorney Blog
Far too many attorneys overcomplicate things, making topics convoluted and difficult to understand to the average person. This blog is committed to explaining legal planning topics in an easy to understand format, in plain English. Enjoy the blogs, and please let us know if there is a topic you would like covered.
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The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the...
“But this doesn’t apply to us!” It’s common enough to see lots of language in trusts and other legal documents that are ‘boilerplate’ that should stay in anyway. In this video, I review some of the most commonly questioned provisions and why they should be kept...
Unfortunately, there are a lot of people with good intentions who mistakenly provide incomplete, or even inaccurate, information with unforeseen potential results. In this post that is making it’s way around Facebook, a local American Legion Post is trying to provide estate planning nuggets...
The keystone to our law office's estate planning process is my book Estate Planning Basics, provided as required reading for every Estate Strategy Session with clients wishing to discuss their estate planning goals. That in combination with filling out a basic questionnaire means our...
You can hear that hydrating is important, it actually helped me lose a lot of weight in a relatively short period of time. In this installment of My Fitness Journey, I cover how I adopted a specific plan to drink enough water every day and make it a habit I intend to keep for life as well as some...
I get this question all the time when clients move to my state, or when my clients are moving to other states. “Is my trust still good?” The question really is “Do I need to update my estate plan?” In this video, I cover the checklist process in reviewing whether or not a...
When doing your estate planning and setting up a revocable living trust, should a law firm or attorney be your trustee? In this video, I review a post that focused on whether or not the compensation the firm wanted was fair, but the real question should have been whether or not it was a good idea...
Happy Independence Day! I hope you are taking some time today to enjoy the freedoms we have in whatever way you want.
I know it sounds like a stretch to compare our country's independence to estate planning, but hear me out on this. In 1776, our colonial leaders decided they didn't want...
One of the most important estate planning items on your checklist is choosing the right trustees to handle things if you become incapacitated or pass on. But how do you go about choosing them? Should you pick an attorney? Your children? Your best friend? In this video, I go through the basic...
It seems like there should be a simple solution, but often the simplest solutions have the most complex ramifications and pitfalls. In this video, I review two posts from Reddit about different options to make sure critical transfers or payments from an account will continue even after...
With little fanfare, I have launched the new Fit and Legal YouTube channel focused on health and fitness.
The reason there is so little buzz and promotion around this channel launch is because it is not doing anything different from what I have been providing for the Fitness Friday...
