(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

Lifetime QTIP Trust

Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust. The Basics of...

Current Estate Planning Framework

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the ‘traditional’...

Estate Tax Closing Letters – Taxpayers Must Request

Due to the increased volume of federal estate tax return filings in order to make the ‘portability election,’ the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June...

3 Common Myths and Misconceptions about Estate Plans

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate...

Three Estate Planning Mistakes Farmers and Ranchers Make

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunately, many farmers and ranchers fail to make an estate plan. The farm or ranch that has been passed down for generations then ends up being...

Is a Revocable Living Trust right for you?

Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be...