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.

Sign up for Our Newsletter

Check Out Our Free Webinars

Estate Crash Course Webinar               In-Law Protection Planning Webinar    

Special Needs Planning Webinar          Medicaid Planning Webinar

Launch of Free Medicaid Course #beneficiary #costs #disability #estateplanning #financialplanning #longtermplanning #medicaid #medicaidplanning #seniors attorneys advice dosanddonts lawyers advice medicaid medicaid plan north carolina the plain english attorneyā„¢ Mar 25, 2024

When it comes to long term care planning with Medicaid, the federal government makes the rules confusing, convoluted, and so complex that families tend to throw up their hands in frustration and just spend everything until broke. That’s the way the government wants it. But if you know the...

Continue Reading...
3 Keys to Estate Planning for HD #caregivingbasics #disability #estateplanning #guides #medicaid #medicaidplanning #planning #specialneeds #specialneedsestateplanning #trustplanning attorney advice attorneys advice certified medicaid planner common mistakes estate planning estate planning attorney estate planning strategies health care power of attorney lawyer advice medicaid plan planningattorney rules-for-medicaid-planning special needs trust Mar 18, 2024

3 Keys to Estate Planning for HD

Huntington’s Disease is a horrible affliction to individuals that also causes upheaval and turmoil within the family. But planning ahead can empower individuals, protect the family, and even provide calm within the family when crisis hits because wishes have...

Continue Reading...
Who's On The Team? The Digital Family Office #estateplanning #financialplanning #guides #legaldocuments #longtermplanning #planning #trustplanning #trusts asset protection attorneys advice checklist estate planning estate planning attorney estate planning checklists getting started lawyers advice north carolina planningattorney the plain english attorneyā„¢ trust planning Mar 11, 2024

Who's on the team? Or more specifically who's on your team? When it comes to your legal and financial picture in the long run, and who is working with you and your family, it takes more than one professional to know, understand, and monitor everything. This is why a new business model is emerging...

Continue Reading...
The Value of Professional Conferences: How Estate Planners Become Rockstars #estateplanning #estateplanningbasics #estateplanningbooks #estatetaxes #financialplanning #planning #trustplanning #trusts #whatisestateplanning asset protection attorney-client relationships estate planning estate planning attorney living trusts north carolina planningattorney revocable living trust revocable trust revocable trusts the plain english attorneyā„¢ trust planning Feb 26, 2024

When it comes to estate planning, there’s always more information coming our way. It’s also not just about tax updates or changes to law, but it can often be just better ways to serve our clients through technological advancements and new platforms. While state bar sponsored...

Continue Reading...
5 Toxic Lawyer Schemes #estateplanning #estatetaxes #financialplanning #longtermplanning #planning #probate #trustplanning asset protection asset protection trust common mistakes estate planning estate planning attorney lawyers advice north carolina planningattorney probate probate problems the plain english attorneyā„¢ trust trust planning Feb 19, 2024

It's unfortunate, but there are numerous estate planning practices that have become standard operating procedure at law firms that are not necessarily the best thing for the clients or their families. In fact, they seem designed specifically to make more money for the law firm than they are to...

Continue Reading...
Five Things in Every Good Power of Attorney #estateplanning #financials #guides #planning #probate #trustplanning asset protection attorney advice estate planning attorney health care power of attorney lawyers advice powers of attorney trust planning Feb 12, 2024

As I was recently reminded while reviewing some legal documents for a prospective client, not all power of attorney forms are created equal. In fact, some people may mistakenly believe they are covered when that is far from the truth. Here are the five big things every good power of attorney...

Continue Reading...
Not All Legacies are Financial (A SPECIAL ASK) attorney community company news estate planning attorney north carolina planningattorney Feb 05, 2024

PLEASE READ TO THE END AND CONSIDER HELPING.

Last August, I was happy to attend a reunion in Rhode Island and catch up with my classmates from Mount Saint Charles Academy High School. Amidst all of the updates, shared achievements, and school news, there was also the bad that always comes when we...

Continue Reading...
Estate Planning 101 Livestream Announced #estateplanning #estateplanningbasics #estateplanningbooks #financialplanning #genzestateplanning #guides #lastwill #lastwillandtestament #livingwill #planning #trustplanning #trusts estate planning attorney irrevocable trust revocable trust Jan 29, 2024

My law firm and other businesses are committed to providing planning education in the areas of estate, financial, and care assistance planning, and we are adding open livestreams through The Plain English Attorney® YouTube channel. Our 2024 kickoff event is Estate Planning 101 where we will...

Continue Reading...
2024 Death Taxes Explained #estateplanning #estatetaxes #financialplanning attorney advice estate planning attorney generational wealth the plain english attorneyā„¢ trust trustee gifts Jan 22, 2024

A general question I hear from new clients is whether or not they have to worry about "death taxes." The term "death tax" is actually political, and candidates use it as a campaign football. In actuality, there are several different taxes related to estates and inheritances that may or may not...

Continue Reading...
The Plain English Attorney
The Truth About Gun Trusts
3:57
 
The Truth About Gun Trusts #trustplanning #trusts asset protection asset protection trust attorney trust Jan 15, 2024

Gun Trusts are becoming more and more popular, but there are a lot of misconceptions and myths surrounding them. Just as with avoiding probate in estate planning with a revocable living trust, gun trusts attempt to avoid as much red tape as possible during life and after death. Here are just some...

Continue Reading...
The Plain English Attorney
Ten Medicaid Planning Myths You Need to Know
9:30
 
Ten Medicaid Planning Myths You Need to Know #medicaid #medicaidplanning the plain english attorneyā„¢ Jan 08, 2024

Medicaid Planning can be much more complex than Estate Planning, and that's because the government is paying out money rather than simply regulating a process. The hopeful truth in a horrible process is that our country is not going to simply let our seniors go without the care they need, but the...

Continue Reading...