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Latest Blog Posts

2016 update for Federal and Montana estate taxes, gift taxes, and generation-skipping transfer taxes

Posted on: March 31st, 2016
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 estate tax, its computation is broken. Thus in reality Montana does not have a state estate tax. ...

2016 Estate Planning Update -- Trust Wills and Tax

Posted on: December 15th, 2015
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 and your attorney help you plan as 2015 comes to an end....

Lifetime QTIP Trust

Posted on: November 16th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Current Estate Planning Framework

Posted on: September 25th, 2015
state planning has truly evolved over the past 20 years. In fact, today's estate planning is more complicated than ever before....

Estate Tax Closing Letters - Taxpayers Must Request

Posted on: August 19th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

3 Common Myths and Misconceptions about Estate Plans

Posted on: June 30th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed. Estate Planning Myth #1 - You Don't Need an Estate Plan Because Your Spouse Will Inherit Everything Estate Planning Myth #2 - You Don't Need an Estate Plan Because Your Family Knows Your Final Wishes Estate Planning Myth #3 - Once You've Created Your Estate Plan, It's Done ...
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