What is Estate Planning?
What is Estate Planning? Here is our definition of estate planning, as set forth in Keith’s book, “Introduction to Estate…
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Understanding IRA Required Minimum Distributions (RMDs)
Understanding IRA Required Minimum Distributions (RMDs) The money you contribute to a traditional Individual Retirement Account is not counted as…
Our Living Trust Planning Process
Our Living Trust Planning Process Here’s how our unique process for trust-based estate planning, Peace of Mind By Design, works. Our…
Montana Beneficiary Deed
Montana Beneficiary Deed (Please note: The 2019 Montana Legislature replaced Beneficiary Deeds with Transfer on Death Deeds. See blog posted…
Blog Anniversary
Blog Anniversary December 1st will be a milestone in our office. We started our blog 7 years ago and we have…
The Tax Cuts and Jobs Act: no change to treatment of retirement accounts
The Tax Cuts and Jobs Act: no change to treatment of retirement accounts On November 2, 2017, Republicans in the…