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

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,...

Continue Reading...
 
Non-Profit vs Charity... What's Best? #estateplanning #financialplanning #guides #legaldocuments attorney attorney advice attorneys advice dosanddonts estate planning estate planning attorney estate planning strategies estatetaxexemption financial institutions generational wealth lawyer advice lawyers advice north carolina planningattorney property tax real estate real estate planning retirement accounts stocks the plain english attorneyā„¢ trust funds Jul 01, 2024

I recently had the privilege of discussing the subject of non-profits versus charities at the Homeschooling Unleashed conference in Raleigh. As Homeschooling becomes more popular, parents have been looking for ways to group together. These groups invariably want to know if they should form as...

Continue Reading...
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 attorneyā„¢ 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...
 
The Bank Won't Honor The Power of Attorney?! financial institutions health care power of attorney incapacitated institutionā€™s forms living will powers of attorney Oct 10, 2022

Unfortunately, there is a trend of banks and other financial institutions refusing to honor powers of attorney because they are not on the institution’s forms. This can cause any variety of complications if discovered after someone is incapacitated. But how can they do that? This video,...

Continue Reading...