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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Estate Planning Traps Impacting Beneficiaries with Special Needs #activitiesofdailyliving #beneficiary #caregivingbasics #disability #estateplanningbooks #guides #medicaid #specialneeds #specialneedsestateplanning Jan 09, 2023

When it comes to estate planning for a beneficiary with special needs, there is no margin for error. This is true not only in terms of making sure that they are protected from themselves or outside influences who may push them to recklessly spend money but also to prevent the loss of valuable...

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‘Twas the Night Before Probate #beneficiary #costs #estateplanning #probate #probateprocess #seasonalfavorites Dec 19, 2022

'Twas the night before probate, and all through the house

Not an asset was spared, for there was no spouse

Nor were there children, or any appointed heirs

For the deceased had no plans, nor had he cared

 

The forms were stacked high, with supporting documentation

Billable hours were spent,...

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Seven Traps and Five Power-Ups in Special Needs Estate Planning #beneficiary #estateplanning #planning #specialneeds #specialneedsestateplanning Nov 21, 2022

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...

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My Spouse Isn’t My Beneficiary?! #beneficiary #estateplanning #namedbeneficiary #probate #spouses #trusts Oct 18, 2022

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...

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Three Sneaky Ways the Government Makes Itself Your Beneficiary #beneficiary #estateplanning #estatetaxes #specialneedsestateplanning 401k ira 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 or especially to your estate beneficiaries. Unfortunately, chances are that you are already invested in once these “deals” That is, unless you know all of...

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Dangerous Gifts #beneficiary #estateplanning #estateplanningbasics #planning 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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