Matthew McClintock, founding partner of Evergreen Legacy Planning and executive managing director of Bespoke Services joined Stephan Livera on his podcast to chat about Bespoke's multi family...
Cryptocurrency
Estate Planning Magazine Feature: Estate Planning in the Era of Digital Wealth
Matt McClintock co-authored an article with Jonathan Blattmachr and Vanessa Kanaga for the May 2022 issue of Estate Planning Magazine. The article discusses estate planning considerations in the...
First American Trust: Estate Planning for Volatile Assets
Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies....
Infrastructure Act Changes Crypto Reporting Requirements
On November 15, 2021 President Biden signed into law the Infrastructure Investment and Jobs Act (the IIJA). This act has been widely reported on in the news, mainly for its provisions dealing...
Wealth & Law: Wealth Planning and Cryptoassets
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
Wealth Actually: Crypto and NFT Estate Planning Update with Matthew McClintock (Part 2)
Matt recently returned to Frazer Rice's “Wealth Actually” podcast to expand on last year's discussion surrounding inter-generational wealth transfer issues for individuals with large...
Cryptoassets: Estate Planning with Cryptoassets Requires Savvy Guidance
By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens.
Bitcoin, Estate Planning, and Trustee Responsibility
Matt recently spoke with Frazer Rice on his “Wealth Actually” podcast. In this in-depth conversation, Matt and Frazer explore some of the inter-generational wealth transfer issues for...
Dynamic Estate Planning for Entrepreneurs
Matt recently sat down with Rick Hadrava for the Over 50 Entrepreneur Podcast (though he will be quick to point out that he's not there yet!). In this fast-paced interview, Matt and Rick...
If you’re “HODLing” Crypto, You Need a Plan!
We’ve had quite a few clients come to us in the last few years to help them plan with bitcoin and other valuable digital assets. Most of the time the clients are interested in the value of...