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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3 Keys to Estate Planning for HD #caregivingbasics #disability #estateplanning #guides #medicaid #medicaidplanning #planning #specialneeds #specialneedsestateplanning #trustplanning attorney advice attorneys advice certified medicaid planner common mistakes estate planning estate planning attorney estate planning strategies health care power of attorney lawyer advice medicaid plan planningattorney rules-for-medicaid-planning special needs trust Mar 18, 2024

3 Keys to Estate Planning for HD

Huntington’s Disease is a horrible affliction to individuals that also causes upheaval and turmoil within the family. But planning ahead can empower individuals, protect the family, and even provide calm within the family when crisis hits because wishes have...

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Who's On The Team? The Digital Family Office #estateplanning #financialplanning #guides #legaldocuments #longtermplanning #planning #trustplanning #trusts asset protection attorneys advice checklist estate planning estate planning attorney estate planning checklists getting started lawyers advice north carolina planningattorney the plain english attorney™ trust planning Mar 11, 2024

Who's on the team? Or more specifically who's on your team? When it comes to your legal and financial picture in the long run, and who is working with you and your family, it takes more than one professional to know, understand, and monitor everything. This is why a new business model is emerging...

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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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5 Toxic Lawyer Schemes #estateplanning #estatetaxes #financialplanning #longtermplanning #planning #probate #trustplanning asset protection asset protection trust common mistakes estate planning estate planning attorney lawyers advice north carolina planningattorney probate probate problems the plain english attorney™ trust trust planning Feb 19, 2024

It's unfortunate, but there are numerous estate planning practices that have become standard operating procedure at law firms that are not necessarily the best thing for the clients or their families. In fact, they seem designed specifically to make more money for the law firm than they are to...

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Five Things in Every Good Power of Attorney #estateplanning #financials #guides #planning #probate #trustplanning asset protection attorney advice estate planning attorney health care power of attorney lawyers advice powers of attorney trust planning Feb 12, 2024

As I was recently reminded while reviewing some legal documents for a prospective client, not all power of attorney forms are created equal. In fact, some people may mistakenly believe they are covered when that is far from the truth. Here are the five big things every good power of attorney...

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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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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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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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