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.

Sign up for Our Newsletter

Check Out Our Free Webinars

Estate Crash Course Webinar               In-Law Protection Planning Webinar    

Special Needs Planning Webinar          Medicaid Planning Webinar

HUGE Possible Changes for First-Time Homebuyers #estateplanning #financialplanning #financials #guides attorney attorneys advice estate planning estate planning attorney financial institutions lawyer advice lawyers advice north carolina property tax real estate real estate planning realtors the plain english attorney™ Apr 08, 2024

I don't usually use a blog just to highlight another person's video, but in this case the information is too important not to. For my clients, their children, and even grandchildren, there are some big potential changes resulting from a legal settlement that can impact the way buying a house...

Continue Reading...
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 attorney™ 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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
Can I Inherit a Tiger? #estateplanning estate planning pets Nov 13, 2023

When volunteering recently with my Civitan club at the Carolina Tiger Rescue, the question popped up on whether or not you can inherit a Tiger in light of the Big Cat Public Safety Act of 2022, and that naturally led to questions about Pet Trusts and what kind of language is needed in an estate...

Continue Reading...
Client Resource Center Coming Soon basic estate planning company news estate planning lawyer advice tags: client resources Oct 09, 2023

We have always been committed to providing our clients with good information so they can make the smartest decisions for them and their loved ones. In conjunction with Mr. Marsocci’s publishing company, we are launching the online Client Resource Center exclusively for the clients and...

Continue Reading...
When should I start planning for marriage? attorneys advice estate planning lawyers advice marriage planning Sep 04, 2023

The book The Divorce Firewall Strategy was written to help people plan ahead for marriage and avoid potential problems in the event of divorce to the same extent that many of my clients plan their estates ahead of time to avoid probate court. In one case, we are setting up a revocable...

Continue Reading...
Free Estate Planning Education System estate planning trust planning Jul 10, 2023

Providing information on planning ahead to avoid estate problems has been a hallmark of the law firm since it was founded more than 27 years ago. While many other firms simply responded to estate messes while "towing the company line" about estate planning with Wills, we were...

Continue Reading...