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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Getting Started with Financial Planning #estateplanning #estateplanningbasics #financialplanning #genzestateplanning #guides #planning #steps attorney attorney advice attorneys advice beginner estate planning dosanddonts financial institutions getting started lawyer advice lawyers advice north carolina the plain english attorneyā„¢ Jul 15, 2024

When it comes to financial and estate planning, knowing how to start seems to be the toughest part. While we already have plenty of content on starting estate planning, building up that estate is its own subject. Getting started is very dependent on where you are in life and what goals you have,...

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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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What is a Testamentary Trust? beginner estate planning revocable trusts testamentary trust wills Feb 20, 2023

A testamentary trust is basically language written into a Last Will and Testament that holds and manages estate assets for a beneficiary over a period of time beyond the probate estate being initially settled. Unfortunately, this has a lot of drawbacks depending on state law.

A testamentary trust...

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