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Montana Estate Planners

Montana Estate Planning Services

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Ted Schwartz - Colorado Springs, CO
Capstone Investments crafts individual portfolios for investors using proprietary tactical allocations. Investments are chosen and reviewed continuously through a due diligence process. Allocations are changed in order to enhance opportunities and risk management is used to attempt to limit losses in each investment and also througho... [more]
Wealth Transfer
The Right Way to Transfer Wealth Tax savings and family harmony are two important byproducts of effective estate planning. Smart planning can maximize both. As political change sweeps through Washington, D.C., the future of the Estate Tax is far from settled. Under the current law, the tax on the value of your estate declines to zero in 2010, but is scheduled to r... [Read More]