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...
Wealth & Law: Wealth Planning and Cryptoassets
Tax
Recent Supreme Court Decision Regarding Donor Disclosure Rules Protects Donor Privacy
Must charities and non-profit organizations disclose the names and addresses of major donors? (A “major donor” is one who contributes more than $5,000 or 2% of the charity’s annual donations.)...
Calling All Owners of California Real Estate – Do You Have A Prop 19 Problem Looming?
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...
Knowing Your Charitable Giving Options
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...
No Regrets Planning after the 2020 Election
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...
Taking Advantage of Historically High Federal Estate and GST Exemption Limits
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...
To the man with a hammer…
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 to reduce his liability...
If you’re “HODLing” Crypto, You Need a Plan!
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 in the value of...
Why California is better than Colorado
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...
We need a magic decoder ring
The world of estate planning has its own technical language. For people who aren’t used to the lingo, it can get really confusing quickly. This brief guide is intended to peel back the curtain a little.