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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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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Three Sneaky Ways the Government Makes Itself Your Beneficiary #beneficiary #estateplanning #estatetaxes #specialneedsestateplanning 401k ira May 12, 2022

When it comes to special government programs, what on the surface appears to be a good deal may not really be to your advantage or especially to your estate beneficiaries. Unfortunately, chances are that you are already invested in once these “deals” That is, unless you know all of...

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