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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Three Sneaky Ways the Government Makes Itself Your Beneficiary #estateplanning May 12, 2022

When it comes to special government programs, what on the surface appears to be a good deal may not really be to your advantage. That is, unless you know all of the rules. In this video shot on location in Florida, the retirement capital of the U.S., I run through three such “deals”...

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Legal Information in the Age of TL;DR May 11, 2022

It seems that everything these days moves faster, and we just don’t have enough time to look at things as thoroughly as we need to. Even when it comes to topics that can be critical to improving our lives, people don’t have the time to piece together information from multiple sources...

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Probate Roundtable May 10, 2022

Taking an estate through probate can be one of the most expensive, time-consuming, and frustrating experiences someone can go through. While a large part of my legal practice is focused on estate planning that avoids probate, sometimes there is just no choice. To help answer some questions about...

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Anatomy of a Destroyed Estate Plan May 10, 2022

How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this podcast, I cover how one of our most airtight estate plans drafted specifically to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to...

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Revocable vs Irrevocable Trusts May 09, 2022

A basic question I get all the time is "what's the difference between revocable and irrevocable trusts?" What my clients are getting at is wondering whether or not their plan needs to be based in a trust that is completely amendable or one that is set in stone from the start.

Too often,...

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The Big Probate Lie Financial Institutions Tell May 07, 2022

There is one, big lie about probate that financial companies tell their clients all of the time. Unfortunately, many of the professionals at these banks and institutions have no idea that they are telling this lie or how disastrous it actually is to their client’s estate and family.

The lie...

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Is Your Estate Exposed to "In-Law" Risks? May 06, 2022

Most estate plans are exposed to risks should a child’s marriage fall apart after receiving an inheritance. In this video clip taken from a longer webinar, I review the potential risks of leaving a direct inheritance to adult children.

https://youtu.be/CpiPeIwFIc4 

 

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ABLE Accounts vs Special Needs Trusts? May 05, 2022

What’s better in planning for a beneficiary with Special Needs? ABLE Accounts or Special Needs Trusts? Or is a Revocable Living Trust better? In this special presentation made to Raleigh charity Gabi’s Grounds, Jeff reviews different special needs planning tools for different jobs and...

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The 800 Pound Gorilla in the Room May 04, 2022

Our office has a new mascot with a very conspicuous place in the conference room. We now have an “800-Pound Gorilla in the Room” sitting at the foot of the conference room table, and it’s there for a particular purpose. It’s actually a merging of two expressions:

  • ...
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Eight Steps Every Senior Should Take May 02, 2022

I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. While there are certainly more, this is a broad list of the most important legal and practical items.

  1. Have Estate Document In Place: There are actually several...
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Estate Planning… Keep It Super Simple! Apr 30, 2022

 Estate Planning can be a complicated area of law to navigate if you don’t do it every day, but it shouldn’t be overly complicated on your part. This becomes important all of the time but especially this time of year when people are trying to check “estate planning”...

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Speaking to the Carolina Arbors Veterans Club Apr 28, 2022

One of the great pleasures I get in my profession is being able to share important information with groups of people who can benefit from the knowledge. Last week, I had the pleasure of speaking to the Carolina Arbors Veterans Club along with VA Accredited Claims Agent David Cole. Here is the...

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