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, 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...
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.
- Have Estate Document In Place: There are actually several...
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...
