During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this...
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...
We are pleased to announce that Jonathan has been published as a contributing author of a new treatise on Digital Health Entrepreneurship. Both Jonathan's chapter on the Legal Environment of...
EVERGREEN, CO, August 21, 2020 -- Evergreen Legacy Planning, LLP, a boutique law firm with offices in Colorado and California dedicated to qualitative, creative, and sophisticated tax, estate,...
The COVID-19 coronavirus pandemic makes estate planning as important as ever, but there are some special procedures we must follow to keep everyone safe.
We often underestimate the impact we have on the people who are most important to us. This picture is easily one of my favorites, because it captures a bit of the fun we've been intentional to...
How do you explain the “Clayton Election” to your clients? Watch this video from Matthew McClintock of Evergreen Legacy Planning.
Although there are several moving parts to fix a broken trust, the result is a much better trust that protects the beneficiaries and preserves their inheritance for them.
Small businesses make up a huge part of the U.S. economy. There’s a lot of allure to starting a business but it’s often risky. Lenders view loans to small businesses, particularly start-ups, as...
Many people believe that when it comes to proactive legal planning – in estate planning, asset protection, or business formation – they have to create legal structures under the laws of their...