The world of estate planning has its own technical language. For people who aren’t used to the lingo, it can get really confusing quickly. This brief guide is intended to peel back the curtain a little.
Here's a list of some of the better crypto and blockchain resources I've come across.
In this video, our own Matthew T. McClintock, partner at Evergreen Legacy Planning, LLP and founder of Bespoke Protector Company, LLC discusses the role of trust protectors in long-term trusts....
Wyoming law creates a framework to define consumptive, or utility, tokens in a way that distinguishes them from non-utility security tokens. The law provides guidance for in-state blockchain developers who seek to create a non-security utility token, and it provides a clear working model for other states (and potentially the SEC) to follow.
Business owners must understand the difference between the legal form of their business and the choices they have with tax elections. The first of this multi-part series discusses those differences.
Trust funding can be confusing and it’s a process that must be maintained for a trust to work. Successful funding is the difference between an estate plan that looks good on paper and one that actually does what it’s supposed to do when it really matters.
A friend of mine who happens to be a financial advisor recently told me about some of her clients who need estate planning. They're a married couple with three kids and a few pieces of rental...
In recent years the U.S. Department of Labor (DOL) has taken a more critical look at independent contractor relationships to determine if some of those relationships should be reclassified as...
Estate planning isn't just planning for what happens after you die; it's also about planning for life. Who can make important decisions for you if you're away or if you can't make those decisions for yourself anymore? Who is going to take care of the kids if you can't?
No one likes to really think about it but we know it's going to happen eventually. Someday the time will come to pass what you leave behind to the people or causes you care the most about. For...