How do you explain the “Clayton Election” to your clients? Watch this video from Matthew McClintock of Evergreen Legacy Planning.
Estate Planning
Fixing Broken Trusts
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.
5 Ways Business Owners Can Reduce Liability on Personal Guarantees
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...
There’s no place like (someone else’s) home.
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...
Doing unto others.
I have a good friend who is an experienced financial planner in my small town who has a pretty good understanding of what we do. He provides comprehensive financial planning and counseling...
To the man with a hammer…
Everything looks like a nail. I recently had a conversation with a good friend who is also becoming a client. He was in the process of buying a rental house and he wanted to reduce his liability...
When important plans don’t work
I was recently hired to provide a trust review for another attorney. He was helping a family administer an irrevocable trust for a surviving spouse and things were going sideways. The...
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...
Why California is better than Colorado
Okay maybe not. But couples in states like Texas and California have at least one important tax benefit most other couples don’t have. "Tax benefit" and "California" hardly belong in the same...
Legacy doesn’t happen by accident.
Over the winter holidays I traveled with my wife and oldest daughter through Spain and Portugal. Traveling to foreign countries tends to refresh my perspective on lots of things, not the least of...