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The Plain English Attorney

Anatomy of a Destroyed Estate Plan

Destroyed Estate Plan

Estate Plan Destroyed How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this podcast, I cover how one of our most airtight estate plans explicitly drafted to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to perform their own DIY […]

Three Sneaky Ways The Government Makes Itself Your Beneficiary

Government-Programs-Three-Sneaky-Ways-the-Government-Makes-Itself-Your-Beneficiary

Government Programs 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 the rules and you […]

Building a Digital Community

Digital Community across the United States

Plain English Information in a Digital Community Information on estate planning is scarce, at least in a thorough but easy to understand way. It also is impractical to provide this information one-on-one. That is one of the motivations behind creating informational courses on estate planning, Medicaid planning, and other courses under my publishing company. As […]

The Clever Attorney

Special Needs Planning - The Clever Attorney

Sometimes, an attorney knowing a lot and then showing it off in the plans they create is not a good thing. Years ago, I had an uncle/trustee bring in his nephew with special needs to review the advice he was getting from the attorney who created an estate plan for his sister and brother-in-law. They […]

Supporting the Community One Cup at a Time

Our office has recently started serving our clients coffee from City Cups in Raleigh.  Their single-serve OAK CITY coffee comes in recyclable pods and is entirely made by adults with autism and other developmental disabilities in our community. Bill Landahl, owner of Oak City Coffee Roasters, said the product’s bottom line is to provide this […]

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