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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Medicaid is one of the most effective, and most needed, programs when it comes to caring for seniors and our most vulnerable citizens. However, the rules are designed to be extremely complex so that families will tend to throw their hands up in frustration, spend everything they have, and then...
I’m an estate and Medicaid planning attorney, so why talk about prenups? It’s because it has all of the same hallmarks about planning ahead for the worst while hoping for the best that I do in my law practice, and because I have seen what divorce has done to the adult children of some...
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 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...
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...
PLEASE READ TO THE END AND CONSIDER HELPING.
Last August, I was happy to attend a reunion in Rhode Island and catch up with my classmates from Mount Saint Charles Academy High School. Amidst all of the updates, shared achievements, and school news, there was also the bad that always comes when we...
Whether a Revocable Living Trust is right for your particular situation or not is never as simple as looking at your net worth, despite what other attorneys may claim. That is because how much wealth you have doesn't mandate what your estate goals are.
If you are trying to decide between...
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...
