Affluent families face special challenges due to their wealth. Private security - both digital/cyber and physical security of family and assets - is often overlooked until a tragedy strikes. We...
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...
Matt recently sat down with Rick Hadrava for the Over 50 Entrepreneur Podcast (though he will be quick to point out that he's not there yet!). In this fast-paced interview, Matt and Rick...
We are pleased to announce that Jonathan has been published as a contributing author of a new treatise on Digital Health Entrepreneurship. Both Jonathan's chapter on the Legal Environment of...
EVERGREEN, CO, August 21, 2020 -- Evergreen Legacy Planning, LLP, a boutique law firm with offices in Colorado and California dedicated to qualitative, creative, and sophisticated tax, estate,...