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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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 attorney™ 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 non-pr...

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Four Reasons to Make a Last Will and Testament #beneficiary #costs #estateplanning #estatetaxes #financialplanning #lastwillandtestament #legaldocuments #livingwill #planning #probate #probateprocess #spouses #trustplanning #will #wills asset protection attorney attorney advice common mistakes dosanddonts estate planning estate planning attorney estate planning strategies last will and testament lawyer advice lawyers advice living trusts north carolina planningattorney probate probate problems revocable living trust the plain english attorney™ trust planning wills May 20, 2024

You’re an adult, you have a lot going on, and you’re not going to die tomorrow. As far as you know. Putting together estate planning documents may be the last thing on your mind, but it shouldn’t be if you care even a little bit about where your assets go when you pass on. Today, we’re going to cove...

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Seven Reasons Prenups Fail #estateplanning #legaldocuments #planning #spouses common mistakes divorce documents dosanddonts estate planning estate planning attorney lawyers advice north carolina planningattorney pre-marital agreement premarital agreement prenup the plain english attorney™ Apr 22, 2024

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 of my clients....

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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 fo...

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New Year’s Revolutions #2023 #estateplanning #estateplanningbasics #financialplanning #legaldocuments #longtermplanning #newyear #resolutions address the press fact-based Jan 02, 2023

It sounds ridiculous that it even has to be stated, but with the New Year we need to focus on fact-based solutions to our problems... and that will be considered "revolutionary." As I usually do, I have been on my annual end-of-year break and, unfortunately, I had a chance to dig a few inches deep i...

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Eight Steps Every Senior Should Take #estatedocuments #estateplanning #estateplanningbasics #legaldocuments #process #seniors #steps #wills May 02, 2022

I was recently asked to spell out the basic things that every senior should have in place, and I came up with eight specific items. While there are certainly more, this is a broad list of the most important legal and practical items.

  1. Have Estate Document In Place: There are actually several legal
  2. ...
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