May 24, 2019 | Business Planning, Estate Planning
Revision to General Power of Appointment There has been a revision to a Section 72-7-502 of the Montana Code Annotated. This section is part of the Montana Uniform Powers of Appointment Act. The revision makes it clear that a property subject to a general or...
Oct 25, 2018 | Business Planning
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective...
Apr 16, 2014 | Business Planning, Estate Planning
What you don’t know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits. The Key Takeaways o The longer you can postpone taking your Social Security benefits, the larger...
Mar 7, 2014 | Business Planning
Reminder: all Montana corporations and Montana LLCs need to file their annual report with Montana Secretary of State by April 15th. Also, Montana Corporations need to maintain their corporate formalities.
Feb 14, 2014 | Business Planning
Most investors are familiar with the magic of compounding interest but they often fail to realize that when the portfolio loses money, the math of compounding works against them. That’s because when a dollar is lost, it is not just a dollar but a compounded...
May 13, 2013 | Business Planning
Great article on Business exit/succession planning: Understanding Business Exit Planning in Today’s Market
