Scott, Tokerud & McCarty Newsletter

April 2022, Issue Number 20

“Using a Limited Liability Company in Succession Planning for Your Cabin or Vacation Home,” written by Jon S. McCarty, Esq.

 


 

January 2022, Issue Number 19

Scott, Tokerud & McCarty announces Meals on Wheels as Charity Partner of the Year. – “Tax Law Changes,” written by Keith Tokerud, Esq.

 


 

Holiday Newsletter 2021

 


 

October 2021, Issue Number 18

“A Family Meeting Can Play a Key Role in Your Estate Planning,” written by Jon S. McCarty, Esq.

 


 

July 2021, Issue Number 17

“Six Bills That Impact Estate Planning,” written by Keith Tokerud, Esq. – Special Olympics Summer Games

 


 

April 2021, Issue Number 16

“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

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ElderCounselor – Volume 5, Issue 5
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The Wealth Counselor – Volume 7, Issue 5
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The Wealth Counselor – Volume 7, Issue 4
Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count

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The Wealth Advisor

The Wealth Advisor – Volume 5, Issue 4
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common?

The Wealth Advisor – Volume 5, Issue 3
Using the Power of Trusts to Spur Your Estate Planning

The Wealth Advisor – Volume 5, Issue 1
Highlights of the New Estate Tax Legislation

Past Issues

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1:00 pm – 5:00 pm

Friday
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Scott, Tokerud & McCarty, P.C.
8 3rd St. North, Suite 507
Great Falls, MT 59401

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