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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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...
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...
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...
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...
Today we're going to talk about a hot topic, and I keep getting questions about this: “Hey, can't we just remotely sign our estate planning documents?”
The simple answer is “no.” In addition to it not being even legal at this time (at least in the State of North Carolina),...
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...
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...
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...
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...
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...
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...
