The Confident Retirement

Ep 069: How Does Business Intersect with Estate Planning?


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Clayton Cruse is the Managing Partner of The Estate, PLLC, a family-owned and operated tax law practice located in Houston, Texas. 

Taking a holistic, family-first approach, Clayton assists families, small businesses, and families with small businesses to live and operate more tax efficiently, plan for the future, and build a family legacy through careful estate, business, and tax planning. Clayton is also heavily involved in the world of cryptocurrency from a legal and business perspective. So that they may better serve their clients, Clayton teaches tax professionals the basics of cryptocurrency and blockchain transactions, regularly consults on complicated cryptocurrency-related tax matters, and advises integrating cryptocurrency into estate plans and businesses. 

 

Listen to this informative The Confident Retirement episode with Clayton Cruse

about estate planning and blockchain.

Here is what to expect on this week’s show:

●     Clayton went from athletic trainer to attorney.

●     How to handle a husband and wife dynamic.

●     Clients shouldn’t be treated as transactions. Each case is different.

●     Clayton tells us about blockchain and cryptocurrency.

●     His biggest hurdle is implementing and understanding new tax laws.

 

Connect with Clayton:

Links Mentioned:

https://www.theestateesq.com

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