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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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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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 attorneyā„¢ 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 attorneyā„¢ 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 attorneyā„¢ 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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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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Estate Planning 101 Livestream Announced #estateplanning #estateplanningbasics #estateplanningbooks #financialplanning #genzestateplanning #guides #lastwill #lastwillandtestament #livingwill #planning #trustplanning #trusts estate planning attorney irrevocable trust revocable trust Jan 29, 2024

My law firm and other businesses are committed to providing planning education in the areas of estate, financial, and care assistance planning, and we are adding open livestreams through The Plain English Attorney® YouTube channel. Our 2024 kickoff event is Estate Planning 101 where we will...

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The Plain English Attorney
The Truth About Gun Trusts
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The Truth About Gun Trusts #trustplanning #trusts asset protection asset protection trust attorney trust Jan 15, 2024

Gun Trusts are becoming more and more popular, but there are a lot of misconceptions and myths surrounding them. Just as with avoiding probate in estate planning with a revocable living trust, gun trusts attempt to avoid as much red tape as possible during life and after death. Here are just some...

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11 Red Flags of Estate Planning #estateplanningbasics #trustplanning revocable trust Sep 11, 2023

When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. Here are the top eleven red flags Indicating an...

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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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How Much Does Probate Cost? #costs #estateplanning #financialplanning #financials #lastwillandtestament #livingwill #probate #trustplanning #trusts Oct 17, 2022

Probate will cost. A lot. When given the statistics, my clients are usually appalled that their estates going through the probate court system would cost so much. On average, the probate court system will eat up about 4-10% of an estate. Many states allow a standard 5% fee for an executor or...

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