24
Oct
We need a magic decoder ring
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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.

Matt McClintock, Presenter
22
Oct
The Bespoke Trust Protector
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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. Presented in…

7
Sep
Why Online and DIY Plans Fail
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Why Online and DIY Plans Fail 7 Sep Posted by Matthew McClintock Category: Estate Planning No Comments A friend of mine who happens to be a financial advisor recently told me about some...
17
Jul
Is she an “I/C” or an Employee?
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Is she an “I/C” or an Employee? 17 Jul Posted by Matthew McClintock Category: BusinessEmployment No Comments In recent years the U.S. Department of Labor (DOL) has taken a more critical look at...
4
Jul
Planning for LIFE
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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?

3
Jul
Planning for What’s Next
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Planning for What’s Next 3 Jul Posted by Matthew McClintock Category: Estate Planning No Comments No one likes to really think about it but we know it's going to happen eventually. Someday the...
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