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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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...

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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 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...

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Launch of Free Medicaid Course #beneficiary #costs #disability #estateplanning #financialplanning #longtermplanning #medicaid #medicaidplanning #seniors attorneys advice dosanddonts lawyers advice medicaid medicaid plan north carolina the plain english attorney™ Mar 25, 2024

When it comes to long term care planning with Medicaid, the federal government makes the rules confusing, convoluted, and so complex that families tend to throw up their hands in frustration and just spend everything until broke. That’s the way the government wants it. But if you know the...

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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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2024 Death Taxes Explained #estateplanning #estatetaxes #financialplanning attorney advice estate planning attorney generational wealth the plain english attorney™ 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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The Plain English Attorney
Ten Medicaid Planning Myths You Need to Know
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Ten Medicaid Planning Myths You Need to Know #medicaid #medicaidplanning the plain english attorney™ Jan 08, 2024

Medicaid Planning can be much more complex than Estate Planning, and that's because the government is paying out money rather than simply regulating a process. The hopeful truth in a horrible process is that our country is not going to simply let our seniors go without the care they need, but the...

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Attorney-Client Relationships Enhanced with New Resource Center attorney-client relationships company news the plain english attorney™ trust funding Oct 16, 2023

We are pleased to announce the launch of the Client Resource Center for The Law Offices of Jeffrey G Marsocci, PLLC. This is an exclusive program just for our revocable living trust clients, friends, and colleagues that is made available to them. It contains all of the ongoing reference courses...

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Seven Questions on Irrevocable Trusts (Part 2 of 2) irrevocable trust living trusts revocable trust the plain english attorney™ Aug 28, 2023

On one of my more popular YouTube videos, a subscriber asked 7 questions that were quite common and deserved a little more thought than just responding quickly in the comments. Here are the second three of the seven questions. Check out the full YouTube videos through the...

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