Jason Smolen Tag

Live on NewsChannel 8: Jason Smolen Shares Tips for Protecting “Digital Assets” on Let’s Talk Live

Traditionally, estate planning addresses one’s property and finances. Today, more and more people are looking to include their intangible assets like social media accounts, and online photos and videos in their wills. SmolenPlevy Co-Founding Principal Jason Smolen shares tips with NewsChannel 8 on the growing trend of protecting “digital assets” through estate planning on Let’s Talk Live. Although laws regarding digital...

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In the Media: What the End of “Step Up” Means for Heirs

The proposal to end the “step up” provision in the capital gains tax could mean substantive changes in how inheritances are taxed. Just published, SmolenPlevy Co-Founding Principal Jason Smolen takes a closer look at the proposal in Wealth Management, DailyFinance and MainStreet. President Obama’s plan to close the “trust fund loophole”, first introduced during his...

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