Aug 18, 2014 | Estate Planning, Probate
If it is your goal to avoid probate and you’ve set up a Revocable Living Trust, congratulations! You’re definitely on the right track. But…you’re only half way there. Many believe because they took the time to create a Trust, their estate will...
Aug 7, 2014 | Estate Planning, Probate
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And – others plan with just a Will, so probate is required. In Montana, the probate process is fairly...
Jul 22, 2014 | Estate Planning
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult – are often disinherited. While there are several forms of joint ownership, the one most people use (and the one...
Jun 19, 2014 | Estate Planning
If you’re reading this, you need an estate plan. Why? The short answer is ‘Everyone, age 18 and older needs an estate plan.’ It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just entering...
May 27, 2014 | Estate Planning, Probate
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...
May 8, 2014 | Estate Planning
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...
