Épisodes

  • It Took THREE STATES to Approve This!
    Jan 24 2026

    This isn’t a hypothetical.

    This isn’t a law school example.

    This happened in my own family.

    If you think, “My family would never have issues with that,” this episode is especially for you.

    👉 Listen to understand why this matters before your family is forced to learn it the hard way.

    👍 If this helped you, please like and subscribe for more real-world estate planning insights.

    #estateplanning #northcarolinalaw #probatelaw #trustsandestates #estateplanningattorney #endoflifeplanning

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    8 min
  • Probate Horror Story Part 1 (This Time It's Personal...)
    Jan 17 2026

    I share the full story of handling an estranged family member’s estate, the chaos that unfolded, and the lessons about probate, trust planning, and why estate planning really matters.

    ⚠️ You won’t believe how one estranged relationship turned into a hands-on lesson about responsibility, legal protections, and planning ahead.

    #estateplanning #trustfunding #avoidprobate #estatelaw #reallifestory

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    7 min
  • DON'T SIGN! What Your Estate Planning Documents Actually Do
    Jan 10 2026

    What all those estate planning documents actually do and which parts you really need to pay attention to?

    In this episode, I walk you through a clear, practical overview of your estate planning documents before your document review meeting. Think of this as your behind-the-scenes guide that answers the questions most clients ask before they even ask them.

    #estateplanning #estateplanning101 #estateplanningattorney #revocablelivingtrust #trustplanning #willsandtrusts #estatedocuments

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    39 min
  • Family Limited Partnerships Explained PART 3, What You’re Not Being Told!
    Jan 3 2026

    What if you could protect your family business, reduce personal liability, avoid probate, AND transfer wealth to the next generation... without giving up control?

    If you own a family business, rental properties, or multiple entities, this is one of those videos that can save you from expensive mistakes later.

    ⚠️ This is educational, not DIY advice but it will absolutely change how you think about entity structure and estate planning.

    #familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings

    PART 1: https://plainenglishattorney.podbean.com/e/family-limited-partnerships-explained-what-you-re-not-being-told/

    PART 2: https://plainenglishattorney.podbean.com/e/family-limited-partnerships-explained-part-2-what-you-re-not-being-told/

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    12 min
  • Family Limited Partnerships Explained PART 2, What You’re Not Being Told!
    Dec 27 2025

    If you’re serious about protecting your family’s wealth and making smart financial moves, this podcast episode will give you the inside scoop.

    Learn the truth about family limited partnerships, business entities, and why proper documentation and accounting can save your assets from lawsuits and taxes.

    #familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings

    PART 1: https://plainenglishattorney.podbean.com/e/family-limited-partnerships-explained-what-you-re-not-being-told/

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    10 min
  • Family Limited Partnerships Explained PART 1, What You’re Not Being Told!
    Dec 20 2025

    Are Family Limited Partnerships too risky?

    Do the IRS rules make them impossible to use?

    Or are they one of the most powerful tools for protecting family businesses and passing wealth to the next generation?

    If you’re a family business owner, planning your estate, or curious about smarter wealth transfer strategies, this video will give you clarity and confidence to make the right decisions.

    #familylimitedpartnership #FLP #estateplanning #wealthtransfer #businessplanning #taxsavings

    FREE RESOURCES AVAILABLE:

    https://PlainEnglishAttorney.com

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    12 min
  • How an Estate Attorney on Break Cuts Out The Noise
    Dec 13 2025

    📵 Can an estate attorney REALLY survive a full week without social media?

    If you’ve ever caught yourself mindlessly scrolling, chasing notifications, or losing hours down a rabbit hole, this video is going to hit home.

    Does stepping away make life calmer or harder?

    Will I actually make it seven days without breaking the rules?

    You’re about to find out…

    #socialmediadetox #estateplanning #behindthescenes #attorneylife

    FREE RESOURCES AVAILABLE:

    https://EstatePlanningEbook.com

    https://FreeTrustCourse.com

    Check out the YouTube video version here.

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    11 min
  • What Does an Estate Attorney Do with Three Weeks Off?
    11 min