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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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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Should I Gift My House to My Kids? Apr 27, 2022

This is a question that comes up all the time. "My neighbor's cousin's barista's parents gifted their house to their kids to qualify for Medicaid, and it worked!" However, there are lots of risks and downsides of gifting the house to the kids without a solid, thought out plan. Check out the video...

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Why I Do Medicaid Planning Apr 26, 2022

I have many posts and videos discussing how my grandmother, my father's mother dealt with probate. I haven't told the story nearly as much of how my mother's mother dealt with dementia and the role it played in me becoming a Certified Medicaid Planner (TM). This video gives the brief story. ...

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Dangerous Gifts Apr 24, 2022

Sometimes, getting a pile of money can do more harm than good. The younger a gift recipient is, the greater the risk the money is wasted, or, even worse, the money is spent on drugs or to facilitate bad life choices. Unfortunately, the top three gifting options people choose for younger...

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The Clever Attorney Apr 24, 2022

Sometimes, an attorney knowing a lot and then showing it off in the plans they create is not a good thing. Years ago, I had an uncle/trustee bring in his nephew with special needs to review the advice he was getting from the attorney who created an estate plan for his sister and brother-in-law....

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