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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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...
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...
My law firm and other businesses are committed to providing planning education in the areas of estate, financial, and care assistance planning, and we are adding open livestreams through The Plain English Attorney® YouTube channel. Our 2024 kickoff event is Estate Planning 101 where we will...
On one of my more popular YouTube videos, a subscriber asked 7 questions that were quite common and deserved a little more thought than just responding quickly in the comments. Here are the second three of the seven questions. Check out the full YouTube videos through the...
On one of my more popular YouTube videos, a subscriber asked 7 questions that were quite common and deserved a little more thought than just responding quickly in the comments. Here are the first four of the 7 questions, and the next blog will cover the remaining three. Check out the full YouTube...
There has been a lot of buzz in the estate planning news world about a catastrophic revenue ruling by the IRS. Professional journals and news outlets are screaming about how the IRS is quietly taking away your precious tax breaks when it comes to irrevocable trusts. Clients, financial advisors,...
As part of getting back to basics for people searching to basic estate planning answers, I’m continuing to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in its Appendix G. While the questions are coming from the book, the answers are coming from...
As part of getting back to basics for people searching to basic estate planning answers, I’m going to cover some basic questions that come from Henry W. Abts III’s book The Living Trust in its Appendix G. While the questions are coming from the book, the answers are coming from my own...
