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...
Strategic Legal Planning
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...
Video: How Do I Explain the Clayton Election?
How do you explain the “Clayton Election” to your clients? Watch this video from Matthew McClintock of Evergreen Legacy Planning.
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...
What Every Business Owner Needs to Know about LLCs (part 2)
Creating a strong corporate veil In the first post in this series we explored the distinction between the legal form of a business entity and the way the business is taxed. That first post...
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...