• May 13, 2021
    Charitable Remainder Trusts—The “Give It Twice” Trust

    As you approach or are already in retirement do you want or need additional income? Do you have appreciated assets with capital gains and the resulting extra federal and state income tax that you do not want to pay all at one time? Would you like to provide income for your heirs? Would you like to support one or more of your favorite charities? If your answer is yes, us as we explore how a Charitable Remainder Trust could be a valuable tool in your estate plan.
    Resources
    You-Tube Link | Downloadable Version (MP4)

  • May 6, 2021
    Charitable Gift Annuity:  An estate/legacy planning tool for Montanans

    Do you want or need a fixed income in your retirement?  Do you have appreciated assets that would trigger capital gains and an increase in income taxes if you sold them outright?  Would you like to support your favorite charity or nonprofit?  Learn how charitable gift annuities are different than commercial annuities.  Discover how they can provide income, support your favorite charities or nonprofits, and reduce your state and federal income taxes.
    Resources
    You-Tube Link | Downloadable Version (MP4)

  • April 15, 2021
    Using Montana estate/legacy planning tools to avoid probate while saving more dollars for your heirs
    Learn how beneficiary designations allow you to pass property to your heirs without probate while saving them money.  You can place Payable on Death (POD) designations on your checking/savings accounts and on your CDs at banks and credit unions.  You can place Transfer on Death (TOD) registrations on your stocks, bonds, and mutual funds.  You can file a Transfer on Death Deed on your real property to avoid probate.  Learn why these designations over-ride provisions in your written will.
    Resources
    You-Tube Link|  Downloadable Version (MP4)

  • April 22, 2021
    Using your IRA as an estate/legacy planning tool

    Learn how traditional and Roth IRAs can be useful estate planning tools.  Explore what happens when you leave an IRA to your heirs.  Learn how Qualified Charitable Distributions (QCDs) from your traditional IRA can support your favorite charity or nonprofit while reducing your tax liability at the state and federal levels.
    Resources
    You-Tube Link | Downloadable Version (MP4)

  • April 29, 2021

    Why taking advantage of the Montana Endowment Tax Credit is a win-win for Montana taxpayers and Montana charities/nonprofits
    This Treasure State gem could provide a credit up to $10,000 annually on your Montana income tax.  This is a win-win for Montana taxpayers and Montana charities and nonprofits.  Montana is one of just a few states to offer such a credit.  Learn about this unique program and how you could benefit.
    Resources
    You-Tube Link | Downloadable Version (MP4)