by Jim Lyon | May 7, 2021 | blog, Blog: Estate Planning
Taxes are often said to be one of the few unavoidable parts of life. The degree to which you end up paying taxes, however, can change substantially. Even though it is currently set at $11.7 million for singles and $23.4 million for a married couple, the estate tax...
by Jim Lyon | Apr 23, 2021 | blog, Blog: Estate Planning
Most of us are familiar with the quote that it is better to give than it is to receive. No place does this quote hold more true than the field of estate planning. By making gifting part of your estate plan, you can realize some substantial tax-savings advantages as...
by Jim Lyon | Apr 2, 2021 | blog, Blog: Estate Planning
The rule against perpetuities allows individuals preparing wills to have control over their assets even after they pass on. There are limits to these powers, however. A person can restrict property from being sold or make sure that it is used for a certain purpose....
by Jim Lyon | Mar 26, 2021 | blog, Blog: Estate Planning
More than 550,000 Americans have passed away as a result of COVID-19. The pandemic continues to take the lives of our family members and loved ones. While many people avoid discussing the painful subject of death, things can get complicated if a loved one dies without...
by Jim Lyon | Mar 19, 2021 | blog, Blog: Estate Planning
In February 2020, a bill referred to as “Griffin’s Law” passed the Montana Senate 49-0. Even though Montana has no transplant centers of its own, it is still hoped that if the regulation is passed into law it will help to draw attention to the issue of donation...
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