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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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 attorney™ 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...

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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...

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"Never, Would I Ever..." #estateplanning #estateplanningbasics #planning Dec 18, 2023

"Never, Would I Ever..." Estate Planning

When many people are thinking about estate planning for the first time, it is not exactly the most comfortable thing to think about. Because of that, there are a lot of contingencies, pathways, and options that people fail to consider. But that's...

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Level One Adulting Starter Pack: A Basic Estate Plan #estatedocuments #estateplanningbasics #whatisestateplanning Dec 11, 2023

Level One Adulting Starter Pack: A Basic Estate Plan

Many of our trust clients have children who are over eighteen, and around the time of that milestone birthday for the first child, the parents realize they can’t keep making financial, legal, and health decisions for their children...

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11 Red Flags of Estate Planning #estateplanningbasics #trustplanning revocable trust Sep 11, 2023

When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. Here are the top eleven red flags Indicating an...

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Just the FAQs, Ma'am (Vol. 2) #estateplanningbasics #wills irrevocable trust Jun 05, 2023

As part of getting back to basics for people searching to basic estate planning answers, I’m continuing to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in its Appendix G. While the questions are coming from the book, the answers are coming from...

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Just the FAQs, Ma'am (Vol. 1) #estateplanningbasics irrevocable trust wills May 29, 2023

As part of getting back to basics for people searching to basic estate planning answers, I’m going to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in its Appendix G. While the questions are coming from the book, the answers are coming from my own...

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New Year’s Revolutions #2023 #estateplanning #estateplanningbasics #financialplanning #legaldocuments #longtermplanning #newyear #resolutions address the press fact-based Jan 02, 2023

It sounds ridiculous that it even has to be stated, but with the New Year we need to focus on fact-based solutions to our problems... and that will be considered "revolutionary." As I usually do, I have been on my annual end-of-year break and, unfortunately, I had a chance to dig a few inches...

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Mom Needs Help... What Do We Do?: Basic Long Term Care Options #activitiesofdailyliving #adls #caregivingbasics #estateplanningbasics #howtoprovidepersonalcare #iadls #instrumentalactivitiesofdailyliving #longtermbasics #longtermplanning #medicaid #medicaidplanning #process #seniors Dec 05, 2022

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...

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The Red Tape Estate: The Probate Process Explained #estateplanningbasics #probate #probateprocess Nov 28, 2022

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...

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What is the Estate Planning Process? #estateplanning #estateplanningbasics #genzestateplanning #whatisestateplanning #whatisestateplanningformillennials Oct 31, 2022

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...

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Eight Steps Every Senior Should Take #estatedocuments #estateplanning #estateplanningbasics #legaldocuments #process #seniors #steps #wills 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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