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...
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...
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...
