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…
I was recently hired to provide a trust review for another attorney. He was helping a family administer an irrevocable trust for a surviving spouse and things were going sideways. The attorney hired…
We’ve had quite a few clients come to us in the last few years to help them plan with bitcoin and other valuable digital assets. Most of the time the clients are interested…
Okay maybe not. But couples in states like Texas and California have at least one important tax benefit most other couples don’t have. “Tax benefit” and “California” hardly belong in the same sentence…
Over the winter holidays I traveled with my wife and oldest daughter through Spain and Portugal. Traveling to foreign countries tends to refresh my perspective on lots of things, not the least of…
Business owners must understand the difference between the legal form of their business and the choices they have with tax elections. The first of this multi-part series discusses those differences.