Videos

This is something I’ve written about before, made videos about, and even discussed at seminars. I see it all the time: clients come in saying they want a “simple estate plan.” They insist they don’t want anything complicated or complex. It’s a common request, but this idea of “simple” versus “complicated” estate planning is something […]

Estate planning is family business—even if you don’t own a family business. What does that mean? It means that estate planning isn’t just about the documents and legalities; it’s about family dynamics, communication, and legacy. More and more, I’m seeing clients who, once they get into the weeds of their estate plan, realize just how […]

When I first started Stuart Green Law, I had a conversation with a financial advisor who asked me a very foundational and important question: “What separates your legal practice from every other estate planning attorney out there?” It’s such a basic question, but one that many attorneys—and even clients—don’t often consider. Why choose one attorney […]

So we’re here today to talk about asset protection planning, which can mean a few different things. There are two main vehicles to consider when we’re talking about asset protection: LLCs and trusts. LLCs, or Limited Liability Companies, are business entities that can provide a level of asset protection. Trusts, on the other hand, are […]

So, we’re into April, but March Madness is still going strong. I’m a huge basketball fan. I played a lot of basketball growing up. Most people don’t realize this until they meet me in person, but I’m actually really tall—I’m 6’5”. Growing up playing team sports, I’ve always appreciated a team approach. In the spirit […]

I always talk about the questions I get from clients or other people about estate and trust planning. One of the questions I get the most is about irrevocable trusts. People often say, “You know, I’m scared of an irrevocable trust. Do I really want one? Why would I want one if it’s irrevocable? That […]

One of the questions I get most often is, “Now that we have an estate plan, what do we do next?” And, in the spirit of March Madness, the NCAA tournament, and all the excitement that comes with this time of year, I like to compare it to filling out your bracket. You document what […]

So, I know I’ve talked about this in the past, and I think it’s worth revisiting. It seems like one of those things I might end up revisiting throughout my career, which is probably a good thing to help people really understand what I do. I’m an estate planning attorney, but what does that really […]

So, you’ve heard me talk about this before—the importance of trusting your estate planner. It’s a vulnerable process where you really have to open up. If someone’s going to create an effective estate plan for you, then you have to be willing to share the details of your family situation, your financial situation, and sometimes […]