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 Plain English Attorney
Our Estate Planning Process and FREE "Estate Planning Basics" Audiobook
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Our Estate Planning Process and FREE "Estate Planning Basics" Audiobook #estateplanning Jul 11, 2022

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...

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Fitness Friday--My Fitness Journey 5: How Water Helped Me Lose 49 Pounds in 6 Months Jul 08, 2022

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...

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I’m Moving States… Is My Trust Still Good? The Documents You MUST Redo Jul 07, 2022

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...

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Should a Law Firm Be Your Trustee? How One Firm Set Up Their Client’s Trust to Become Their ATM Jul 05, 2022

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...

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Declare Independence! Jul 04, 2022

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...

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Who Should Be Your Trustee? And the One Thing You Should NEVER Do Jun 30, 2022

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...

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Will Bank Honor Pre-Arranged Payments After Death? Jun 28, 2022

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...

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New YouTube Channel Launches Jun 27, 2022

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...

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Fitness Friday: Business Isn't Bangin' For You? Hit the Gym! Jun 24, 2022

Small business professionals understand that there is a lot put on them to generate revenue to not only keep the business going but also to prosper. There is only so much that advertising, marketing, and promotions can do to get people in the door, but then it is entirely on the professional and...

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Joint vs Individual Trusts for a Couple Explained: The Pro-Con Checklist for What’s Right for YOUR Situation Jun 23, 2022

This happens quite frequently when couple clients move to the area, ask to meet with me about updating their current estate plan… and they have two trusts. Or when meeting with clients who want to avoid probate for their estate, but they are just starting to learn about revocable living...

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“They’ve Passed On, But I Need to Get Into Their Bank Account…” Jun 21, 2022

The situation in this Reddit post is extremely typical among people who haven’t had to deal with a probate estate before, and my office gets these initial calls all the time. “So-and-so passed on, I need to get control of their checking account, but the bank said I need Letters...

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