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.
Sign up for Our NewsletterCheck Out Our Free Webinars
Estate Crash Course Webinar In-Law Protection Planning Webinar
When it comes to financial and estate planning, knowing how to start seems to be the toughest part. While we already have plenty of content on starting estate planning, building up that estate is its own subject. Getting started is very dependent on where you are in life and what goals you have,...
This is one of those uncommon times I tell my clients it is important to stay updated with the office newsletter because that is where we post information about critical updates in the estate and Medicaid planning world. For this one, it is mainly small business owners under The Corporate...
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...
When my grandfather passed on, I was just a few weeks away from heading out to law school. My grandmother helped raise me after my mother passed on, so when she started calling me in law school with legal questions, I did my best to explain things to her in plain English because whenever she...
Not every inheritance is welcome or wanted, strange as it seems. There are tax issues, potential lawsuits looming, or even just a desire to see the inheritance go somewhere else. However, there are different ways people believe they can waive off an inheritance, and not all of them are...
Funding a Revocable Living Trust is critical to ensuring your estate avoids probate. Unfortunately in my line of work, I see too many trusts where nothing, or almost nothing, is actually funded in the trust. That is why I make sure at least every six months or so to post this chapter from my book...
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...
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),...
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...
