(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

Portability and Estate Planning

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, ‘You only pay if you don’t plan.’ Now, portability provides both an alternative and a back up plan to lifetime tax planning. This means you...

Trust Administration at the Death of the Grantor

A living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from...