by Matthew McClintock | Apr 10, 2020 | Estate Planning
To each of our clients in Colorado, Colorado has enacted temporary notary rules that allow us to maintain safe social distancing during the COVID-19 coronavirus pandemic. The temporary rules allow us to fully implement important legal documents to keep your planning...
by Matthew McClintock | Dec 4, 2019 | Estate Planning, Trust Administration
It seems like we’re fixing a lot of broken trusts these days. One of the challenges with estate planning is helping people try and predict the future. Trusts set into motion plans that can last for generations and when things change or go sideways, they can be...
by Matthew McClintock | Apr 30, 2019 | Estate Planning, Strategic Legal Planning
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 for families who either have significant income or significant investable...
by Matthew McClintock | Apr 23, 2019 | Asset Protection, Estate Planning, Strategic Legal Planning, Tax, Uncategorized
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 risk. Rental real estate can be a great source of income, but there are...
by Matthew McClintock | Jan 14, 2019 | Estate Planning, Strategic Legal Planning, Tax
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 sentence but it’s true. The tax benefit is...
