February 2024, Issue Number 27
“Using a Limited Liability Company in Succession Planning for Your Cabin or Vacation Home,” written by Jon S. McCarty, Esq.
Scott, Tokerud & McCarty announces Meals on Wheels as Charity Partner of the Year. – “Tax Law Changes,” written by Keith Tokerud, Esq.
“A Family Meeting Can Play a Key Role in Your Estate Planning,” written by Jon S. McCarty, Esq.
“Six Bills That Impact Estate Planning,” written by Keith Tokerud, Esq. – Special Olympics Summer Games
“Proposed Tax Changes,” written by Keith Tokerud, Esq. – Recipe of the Quarter: Spanish Chicken & Cauliflower Skillet
January 2021, Issue Number 15
Scott, Tokerud & McCarty announces Special Olympics Montana as Charity Partner of the Year – “Appointing Trustee Advisors,” written by LaTonya Elliott, Legal Assistant – Recipe of the Quarter: Brock’s Beglian Waffles
Holiday Newsletter 2020
Our first ever Holiday Newsletter, featuring Teresa’s Cornbread Stuffing recipe.
October 2020, Issue Number 14
“Why I Love Trust-Based Plans,” written by Danica Howell, Trust Funding Coordinator and Legal Assistant – Recipe of the Quarter: No Bake Pumpkin Cheesecake Cups
July 2020, Issue Number 13
“Purpose,” written by Danica Howell, Trust Funding Coordinator & Legal Assistant.
January 2020, Issue Number 12
“Why We Do What We Do (What Is Our Purpose?),” written by Jon S. McCarty, Esq. – Recipe of the Quarter: Rhonda’s Double Chocolate Zucchini Bread
September 2019, Issue Number 11
“529 Plans and Their Advantages,” written by Jon S. McCarty, Esq. – Recipe of the Quarter: Becky’s Roasted Garlic Mashed Cauliflower
July 2019, Issue Number 10
“The “Death Tax” That Applies to Gifts,” written by Keith Tokerud, Esq. – Recipe of the Quarter: Danica’s Taco Seasoning
April 2019, Issue Number 9
“Long-Term Care – Understanding Your Options” – Recipe of the Quarter: Tanya’s Easy Butter Pecan Balls
January 2019, Issue Number 8
“Ideas on Trustees” – Recipe of the Quarter: Tanya’s Butter Pecan Balls
October 2018, Issue Number 7
“Think Twice About Adding Your Children to Your Bank Account or Other Assets” – Recipe of the Quarter: Chris’ Stuffed Acorn Squash
July 2018, Issue Number 6
“Income Tax” – Recipe of the Quarter: Becky’s Banana Bread
April 2018, Issue Number 5
“Estate Planning 101” – Recipe of the Quarter: LaTonya’s Gumbo
January 2018, Issue Number 4
“Approach your Planning in Stages” – Recipe of the Quarter: Edna’s Green Pepper Steak
October 2017, Issue Number 3
“The Beneficiary-Controlled Trust” – Recipe of the Quarter: Tanya’s Fall-off-the-bone Slow Cooker Ribs
July 2017, Issue Number 2
“Estate Planning Considerations for IRAs” – Recipe of the Quarter: Tanya’s Red Wine Chocolate Naked Cake
