Bitcoin may have lost more than 50% of its value since its peak in November but that doesn’t mean cryptocurrency or related assets are losing popularity. Last year was a breakthrough year not just for crypto, but for NFTs, Coinbase stocks, crypto mining, and a long...
While it is said that nothing in life is certain except death and taxes, this isn’t usually meant to say that the two occur simultaneously. If you’re not careful about estate taxes, however, you may well suffer this double whammy. Estate taxes (and their cousin,...
It’s April, which means the weather is getting warmer, the days are getting longer, and all the joy this could cause is tainted by the fact that taxes are soon due. Yes, April is a month of split character. You love it and you hate it. With proper tax planning, this...
Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
It is easy to assume that the rich and famous are immune to financial calamity and yet where planning for the future is concerned, this is hardly true. Countless examples of the super-wealthy losing hundreds of millions to poor (or non-existent) estate plans exist...
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