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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How to Avoid Probate #estateplanning #estateplanningbasics #estatetaxes #financialplanning #lastwill #lastwillandtestament #longtermplanning #planning #probate #probateprocess #process #trustplanning #trusts #will #wills attorney attorney advice estate documents estate planning estate planning attorney estate planning basics estate planning strategies last will and testament lawyer advice lawyers advice livingtrust planningattorney revocable living trust the plain english attorneyā„¢ trust trust planning Apr 29, 2024

One of the biggest frustrations I see in my line of work is when people who are already going through a crisis because of the death or a long-term illness of a family member end up in probate. This time-consuming, frustrating, and paperwork intensive process only compounds the grief and agony...

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Will or Trust? #estateplanning #estateplanningbasics #estatetaxes #genzestateplanning #lastwill #lastwillandtestament #probate #trustplanning #trusts #will #wills attorney advice basic estate planning beginner estate planning estate documents estate planning attorney estate planning basics last will and testament livingtrust planningattorney probate revocable living trust revocable trust revocable trusts the plain english attorneyā„¢ trust trust planning wills Apr 15, 2024

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?...

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Five Hidden Keys to Special Needs Estate Planning attorney attorney advice certified medicaid planner estate planning estate planning attorney health care power of attorney lawyers advice planningattorney special needs trust the plain english attorneyā„¢ trust trust planning Apr 01, 2024

When it comes to planning for estate planning for a beneficiary with special needs, there are a lot of myths, half-truths, and misinformation out there. And unfortunately, some of these things just get out there because it worked in one particular circumstance and suddenly everybody's thinking...

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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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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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2024 Death Taxes Explained #estateplanning #estatetaxes #financialplanning attorney advice estate planning attorney generational wealth the plain english attorneyā„¢ trust trustee gifts Jan 22, 2024

A general question I hear from new clients is whether or not they have to worry about "death taxes." The term "death tax" is actually political, and candidates use it as a campaign football. In actuality, there are several different taxes related to estates and inheritances that may or may not...

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Charity Minefields in Estate Planning #estateplanning #trustplanning #trusts 401k assets attorney advice charity ira north carolina stocks tax-deferred accounts Jan 16, 2023

Giving to charities through gifting and estate planning can provide may rewards, and not just a good feeling knowing you are helping others. There are plenty of tax breaks that can come along with being charitable. However, there are also several minefields that can unintentionally hurt you and...

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