Due to a high demand for our estate planning services, please note that new clients may experience delayed bookings. We appreciate your understanding.
Jul 1, 2013 | Estate Planning
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried...
Jun 20, 2013 | Estate Planning
The Most Important Love Letters You’ll Ever Write? Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to...
Jun 6, 2013 | Estate Planning
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more...
Apr 23, 2013 | Estate Planning
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...
Apr 17, 2013 | Uncategorized
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...
