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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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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Millennial Planning Challenges and Opportunities #estateplanning checklist estate planning for millennials Jun 20, 2022

Millennials have unique challenges that Boomers and Gen X have not had to face. These challenges include financial, legal, and family problems including estate planning issues probably unthought of by Boomers and the generations before them. The checklist includes:

  • Having forgone college,...
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Fitness Friday--My Fitness Journey 3 Jun 17, 2022

Kathy and I spent a few days on the beaches of Wilmington, North Carolina, and I was able to record this third installment of My Fitness Journey focusing on the caffeinated drink of choice that helped me go from somewhere around 220 to 171 pounds over six months. When I did just a little bit of...

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The Married ABC Trust and Tax ID Numbers Jun 16, 2022

Thanks to a subscriber who sent in a question about the “Married ABC Trust” and how the tax ID numbers work. In this video, I explain how the trust works while both members of a married couple are alive, and then how the tax-saving A, B, and C subtrust “compartments” work...

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Car “Accident” Leads to STD Case and $5.2 Million Bill to Car Insurance Company Jun 14, 2022

The media loves a sensationalized story, especially ones that gets people angry enough to share and comment on social media. When a woman won $5.2 million from car insurance company GEICO because she contracted an STD in the backseat of one of their insured vehicles, the Internet went wild. Cries...

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The Kate Moss Moment Jun 14, 2022

It’s spreading across the Internet that Amber Heard “blew it” when she had her Kate Moss moment, and it really boosted Johnny Depp’s case. But why? In this video, I review this critical moment and what it actually means.

Estate Planning Playlist: ...

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Content Splitting? Jun 13, 2022

Maybe you can't be all things to all people...

Over the last few months, I have seen a lot of different responses to different types of content. This includes some reviews and explanations of current legal news, fitness posts, and the usual estate and Medicaid planning information. The content we...

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