Who can an owner sell his small business to?
Who can an owner sell his small business to? Most Montana businesses are small. That makes it less likely that…
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Planning for the Sale of the Family Business – Often Ignored
Planning for the Sale of the Family Business – Often Ignored Many of our clients own small businesses. They work…
When mom and dad want to leave property to the kids jointly.
When mom and dad want to leave property to the kids jointly. Whether it’s a family’s business, ranch or cabin,…
The family cabin – mom and dad’s legacy
The family cabin – mom and dad’s legacy In our last blog entry we identified legacy as one of the…
The balancing act of estate planning.
The balancing act of estate planning. When people come in to discuss their estate planning, they often start by focusing…
Do you still need a bypass trust?
Do you still need a bypass trust? Under the 2012 Tax Act families with estates of roughly $10 million or…