The Plain English Legal Podcast

5 Ways The Attorneys Destroyed This Estate

Using a revocable living trust as the core of an estate plan is a great way to avoid probate… as long as the attorneys don’t screw up the basics. In this installment, we review five exceedingly simple things that the attorneys got wrong, and it’s making the estate process much more complicated than it needs to be.

#estateplanning #revocabletrust #livingtrust #revocablelivingtrust

Check out the free information on revocable living trusts at www.freetrustcourse.com

11 Red Flags of Estate Planning

11 Red Flags of Estate Planning When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. Here are the top eleven red flags Indicating an elevated need for a trust.

Check out the free information on estate planning with a trust: www.freetrustcourse.com

#estateplanning #revocabletrust #livingtrust #revocablelivingtrust www.freetrustcourse.com

The Sole Beneficiary Disaster

“Oh, we’ll just leave everything to our oldest child and they’ll take care of dividing things up.” I hear this from time to time, and it is a disaster waiting to happen for several reasons. In this installment, Jeff covers the numerous reasons why leaving the decision of how to divide up an estate up to a sole beneficiary is leaving that beneficiary a ton of headaches. #estateplanning #revocabletrust #livingtrust #revocablelivingtrust

What the Heck is a Cestui Que Vie Trust?

Here is a trust that supposedly shelters you from all taxes, has no probate, and provides you a huge government pension for the rest of your life! Unfortunately, it is based on wishes and aspirations that has no basis in the law... but people are still talking about it. For the video version, check it out on YouTube here: https://youtu.be/JB5RFjlF7E4?si=eIrpMtbZv0WLQ2h9 

I Don’t Want My Inheritance… Now What?

When an inheritance is not wanted, certain steps can be taken to reject it, but there are things you can do and can't do. Unfortunately, there is a lot of assumptions and misinformation out there.

In this podcast episode, Jeff reviews methods of inheritance, how the inheritance can be rejected, and finally cover the steps to make a formal disclaimer. #estateplanning #inheritance #disclaimer

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

5 Estate Concepts People Get Wrong

Welcome to today's podcast!

When it comes to estate planning, there are a lot of myths, misconceptions, and outright falsehoods out there. We are also living in a time when people can turn off facts in favor of what they want to hear if it means they don’t have to take action. So here are the 5 big concepts that people often get wrong that might be painful to hear. #estate #revocabletrust #livingtrust #revocablelivingtrust #powerofattorney 

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

 

 

#probate #willsandestates #estateplanning #irrevocabletrust #trust #revocabletrust #livingtrust #estateplan #estateplanningattorney #estateplanninglawyer #AssetProtection #attorney #theplainenglishattorney

4 Reasons to Make a Last Will and Testament

You’re an adult, you have a lot going on, and you’re not going to die tomorrow. As far as you know. Putting together estate planning documents may be the last thing on your mind, but it shouldn’t be if you care even a little bit about where your assets go when you pass on. Today, we’re going to cover the four major reasons to have a Last Will and Testament. #estateplanning #lastwillandtestament #probate

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

How Do You Fund a Trust?

Funding a trust is critical to avoiding probate. Just having a revocable living trust is not enough. In this episode, admittedly with AI voice, we review the chapter of Estate Planning Basics on trust funding to give you the basics.

For the full book Estate Planning Basics and other materials, check out the free program at: http://www.FreeTrustCourse.com

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

Who Qualifies for Medicaid?

Medicaid is one of the most effective, and most needed, programs when it comes to caring for seniors and our most vulnerable citizens. So who exactly qualifies for Medicaid? There are 4 main tests you must meet in order to get Medicaid to pay the nursing home bill, but the government does not make the rules simple. #medicaid #elderlaw #medicaidconsulting #ThePlainEnglishAttorney™ #CertifiedMedicaidPlanner

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!

How to Avoid Probate

When it comes to Estate Planning, many people want to avoid the probate court process and not leave a paperwork nightmare as their legacy. But not all methods of avoiding probate are equal. In this episode, we'll examine the downsides of probate, myths avoiding probate and "duct tape" solutions, and the single most effective way to have a coordinated estate that keeps your assets and family out of a years-long legal nightmare.

For more information, check out the free program at http://www.FreeTrustCourse.com

Watch the YouTube version here.

Don't forget to subscribe to my Youtube channel @theplainenglishattorney to watch the full videos of my podcast episodes!