Feb 1, 2018 | Estate Planning
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ● The death tax. The death tax has been in a state of flux ever since the...
Aug 17, 2016 | Estate Planning
As poet Robert Burns mused centuries ago, ‘The best-laid plans of mice and men often go awry.’ Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. A car accident, sudden illness, workplace injury or chronic medical...
Jul 15, 2016 | Estate Planning
A resume is a ‘snapshot’ of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you...
May 14, 2016 | Estate Planning
Michael Jackson, the ‘King of Pop,’ had always been a controversial superstar. Over the years, he became the father of three children, Prince Michael Jackson II, Paris-Michael Katherine Jackson, and Michael Joseph Jackson, Jr. While Jackson created a trust...
Mar 31, 2016 | Estate Planning
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. Remember, that although Montana does have an state...
Dec 15, 2015 | Estate Planning
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant...
