What are “cryptoassets”? By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens. While many forms of cryptoassets don’t neatly…
Proposition 19, which is a new law in California passed by the voters November 3, 2020, significantly changes the way property taxes are calculated when there is a transfer of California real estate…
The charities you support greatly appreciate your cash contributions; these contributions fund their operations. However, there are other ways you can give . . . which may be advantageous to you from a…
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting estate planning…
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this environment will last…
Matt recently spoke with Frazer Rice on his “Wealth Actually” podcast. In this in-depth conversation, Matt and Frazer explore some of the inter-generational wealth transfer issues for individuals with large cryptocurrency holdings. Specifically,…
Many people believe that when it comes to proactive legal planning – in estate planning, asset protection, or business formation – they have to create legal structures under the laws of their home…
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…
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…
Creating a strong corporate veil In the first post in this series we explored the distinction between the legal form of a business entity and the way the business is taxed. That first…