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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A frequent question from clients is who should be their beneficiaries, or contingent beneficiaries, if there are no children or grandchildren? In this review of a Reddit thread on r/estateplanning, Jeff reviews the advice and comments given as well as providing his own experience as an estate...
While Medicaid and Long Term Care Planning is often focused on preserving money, at least for the families who speak with me, but the overall process has to be about more than just assets and income. Unfortunately, many professionals push those aside and focus only on the money without sufficient...
Ever since my grandfather passed on and my grandmother had to deal with a year and a half of uncertainty, convoluted procedures, and legal bills, I made it my mission to find ways for my clients to avoid the red tape of probate. But not only did I want to help my clients, but I also wanted to...
There are multiple traps, myths, and outright falsehoods when it comes to estate planning for a special needs beneficiary, and it doesn’t help when these lies spread like wildfire. But why do they spread? Usually because someone had a single good or bad experience, and they wrongly...
I frequently review questions and answers on the Reddit for Estate Planning. Many times, there are legitimate questions from people as well as good advice provided. However, I'm frequently reminded that there are a lot of people online who are seeking the answer they want to hear rather than the...
A Last Will and Testament is supposed to be a way to communicate your wishes after you’re gone… but there are a lot of “extra” things DIY people (and even some attorneys) put into Wills that really don’t belong there and could cause problems down the road.
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I frequently review questions and answers on the Reddit for Estate Planning. Many times, there are legitimate questions from people as well as good advice provided. However, I'm frequently reminded that there are a lot of people online who are seeking the answer they want to hear rather than the...
When people meet with an estate planner for the first time, it is often uncomfortable. After all, they're there to talk about death and where their stuff goes. It's not a subject that most people are eager to address. But it's something that everyone needs to do. So what can the estate planner do...
In this frightening trip to Busch Gardens for Howl-O-Scream, Jeff reviews the scary reputation that annuities have, and why the fear is not warranted… IF it’s the right kind of annuity at the right time.
#buschgardens #howloscream #halloween #annuities
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Unfortunately, many people leave planning their estate to the last minute, or they never make a plan at all. In this edition, Jeff examines options and advice from other attorneys to a son trying to frantically get his mother’s wishes in place as she lays in her deathbed.
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With more and more media choices, people are gravitating towards a live format... even if that live format is a just a replay of the live broadcast. When it comes to video, views, likes, shares, and comment numbers don't lie. It's also one of the most relaxed formats to execute, so why isn't...
When it comes to estate planning, coordinating ownership title and beneficiary designations with your revocable living trust and the overall plan is essential if you actually want to avoid probate. In this video, Jeff explains the reasoning behind why your revocable living trust should be the...
