Mar 12, 2014 | Uncategorized
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...
Apr 7, 2013 | Estate Planning
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good...
Mar 19, 2013 | Estate Planning
I believe that most Montanan’s want to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young...
Mar 12, 2013 | Estate Planning, Probate
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family...
Jan 29, 2013 | Uncategorized
The recent tax legislation dealing with the ‘fiscal cliff’ included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include: * The federal gift, estate and generation-skipping...
