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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When it comes to estate planning, what you do with your estate is wide open. However, there are only two heavyweights when it comes to how you pass along your estate. You are either using a Last Will and Testament, or a revocable living trust as the base of your plan. But which one is best?...
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...
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...
"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...
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...
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...
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...
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...
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...
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...
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...
