Leadership Evergreen honored Ted Sells with a nomination for Leader of the Year during its annual Honoree Celebration on Thursday, March 3, 2016.

It’s been said that no good deed goes unpunished. This can ring true for those setting up estate plans for their family… even with the best intentions in mind. Who knew that drafting an estate plan, which leaves money to your beneficiaries, could actually do more harm than good to some of them? This exact scenario can arise from time to time when your beneficiary is receiving government aid or benefits, such as Social Security or Medicaid, because of a special need or a handicap. Careful estate planning must be considered in these situations.

Simply, a fiduciary is a trusted person, who has a responsibility to act on your behalf and in your best interest. Carefully choosing a fiduciary is one of the most important decisions when it comes to estate planning. Estate plans typically nominate several fiduciaries, such as personal representatives, trustees, powers of attorney, guardians, and conservators. Clients with adult children often name these adult children as their fiduciaries because they feel like this is the most fair...

The Evergreen Area Chamber of Commerce and Leadership Evergreen named Associate, Tim Wilson, as the 2014 Young Professional of the Year during its Honoree Awards Celebration on March 5, 2015

Many misconceptions exist regarding Small Business Administration (“SBA”) loan programs. The SBA does not make loans directly to small business borrowers. Loans are made and administered by commercial lenders, not the SBA. If a lender perceives a weakness in a particular application, the lender may require an SBA guaranty of the loan. The guaranty is only available to...