Andrew Tate and 2023 New Year’s Revolutions
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 Want a Revocable Living Trust
I Want a Revocable Living Trust… Do I Need a Will? “Well, if you have a Revocable Living Trust, don’t you also need a Will?” the other attorney asked. “Yeah, you need a Will,” I responded. “Ah ha!” the other attorney exclaimed as if he has just made some profound and overriding point to justify […]
How to Buy Out Siblings From a House
One of the most expensive estate assets for many families is their home, usually coming in second only to retirement accounts in terms of value. When the house ends up being far and away the most valuable asset in the estate, there are multiple children who are to be treated equally… BUT one of the […]
Legacies: What We Leave Behind
What We Leave Behind is More Than Money When it comes to estate planning, it comes down to what assets you want to pass along and how it happens. However, the legacies we leave behind are often far more than money. In this broadcast originally to The Plain English Attorney Community, attorney and author Jeffrey […]
How Much Is An Estate Plan?
When approaching something new and unfamiliar, people tend to think of things like estate planning in the simplest terms possible. However, it’s not like going to the grocery store to buy a gallon of milk where there may be some small differences, but by and large, there is not much of a price difference and […]
The Advanced Institute is Back
My Presentation Was On Medicaid Planning. The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding its first […]
Unnecessary Trust Provisions
And One BIG Reason to Keep Them Anyway “But this doesn’t apply to us!” It’s common enough to see lots of language in trusts and other legal documents that are ‘boilerplate’ that should stay in anyway. In this blog, I review some of the most commonly questioned provisions and why they should be kept anyway, […]
Preview of “Estate Planning Basics” Audiobook
The keystone to our law office’s estate planning process is my book Estate Planning Basics, provided as required reading for every Estate Strategy Session with clients wishing to discuss their estate planning goals. That in combination with filling out a basic questionnaire means our clients don’t waste our valuable time together with me transcribing names, […]
I’m Moving Out of State… Is My Trust Still Good?
I’m Moving Out Of State “Is my trust still good?” I get this question all the time when clients move to my state of North Carolina, or when my clients are moving to other states. The question really is “Do I need to update my estate plan?” In this video, I cover the checklist process […]
Should A Law Firm Be Your Trustee?
This is actually a question that came up in a Reddit Format, so we’re going to go ahead and go through the question and some of the comments. Executor and Alternate Trustee – “We’re working with a law firm to create a living trust. We are having a hard time choosing an executor and alternate trustee. […]