(406) 586-8565 | blf@bryanlawpc.com
11 East Main St., Suites B & D, Bozeman, MT 59715
(406) 586-8565
blf@bryanlawpc.com

11 East Main St., Suites B & D, Bozeman, MT 59715

Which is Better for Me a Will or a Trust

Which is Better for Me a Will or a Trust: Planning Issue Will Trust Limited Cash Flow X Younger clients X Older Clients X X Limited assets, including life insurance X IRA, 401K 403b or other large qualified retirement plans X Difficulty of Probate in Montana (informal...

Which is Better — Trust or Will

Many people who come into my office and the first question they ask is if a Trust is better than a Will.  Below is a handout I sometimes share with the client. Is this important to you Here is what happens with a Will Here is what happens with a Trust Privacy Will...