Gifting to a Minor with Special Needs
Gifting to a Minor with Special Needs We previously have posted blog entries about special needs planning and about gifting. …
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Digital Estate Planning Services
Digital Estate Planning Services I was asked recently to give a presentation to the trust officers at a local corporate…
It’s the Holiday Season – time to think about gifts.
It’s the Holiday Season – time to think about gifts. At this time of year we are frequently discussing gifts…
Montana’s New Uniform Power of Attorney Act
Montana’s New Uniform Power of Attorney Act Effective October 1, 2011, Montana has adopted the Uniform Power of Attorney Act. …
Whither the estate tax?
Whither the estate tax? We’ve been hearing a lot lately about what to expect concerning the federal estate tax, so…
Dedication and Heart
Dedication and Heart Today I get to brag about my colleague and mentor, Jon S. McCarty. His dedication and heart…