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Great Falls, Montana, Estate Planning Law Firm
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Author Archives: Jon McCarty

Jun302017
Estate Planning Checkup

Estate Planning Checkup

BlogJune 30, 2017

Estate Planning Checkup Mid-year is a good time to review your existing estate plan to ensure that it is up-to-date.…

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Jun232017
New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse

New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse

BlogJune 23, 2017

New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse The IRS recently issued Revenue Procedure 2017-34…

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Jun162017
The American Health Care Act (AHCA) and its Potential Effect on Medicaid

The American Health Care Act (AHCA) and its Potential Effect on Medicaid

BlogJune 16, 2017

The American Health Care Act (AHCA) and its Potential Effect on Medicaid The last few months have involved a flurry…

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Jun92017
Standalone IRA Beneficiary Trusts for Inherited IRAs

Standalone IRA Beneficiary Trusts for Inherited IRAs

BlogJune 9, 2017

Standalone IRA Beneficiary Trusts for Inherited IRAs It is pretty safe to say that almost everyone has heard of an…

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May232017
It's time to "put" my mom in assisted living

It’s time to “put” my mom in assisted living

BlogMay 23, 2017

It’s time to “put“ my mom in assisted living This was submitted to us by a client.  It’s a very…

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Apr212017
Healthcare Documents – Nothing to Sneeze At!

Healthcare Documents – Nothing to Sneeze At!

BlogApril 21, 2017

Healthcare Documents – Nothing to Sneeze At! No matter what your age or health status, you ought to have healthcare…

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