by Julia L. Cronin, JD Many clients worry about the “shirtsleeves to shirtsleeves in three generations” adage, fearing the dissipation of the wealth they worked so hard to build. The...
The most compelling estate planning strategies often include combinations of trusts that must be irrevocable to achieve specific objectives. Irrevocable trusts create legal “distance” between...
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
Matt recently returned to Frazer Rice's “Wealth Actually” podcast to expand on last year's discussion surrounding inter-generational wealth transfer issues for individuals with large...
By now, the term “cryptoasset” likely needs little introduction. But for the uninitiated, the term encompasses both crypto-currencies and non-currency blockchain tokens.
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...
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...
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...
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...
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...