(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

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 probate process) X X
Simple, outright disposition of assets at death (NOT RECOMMENDED in just about every situation) X
More sophisticated and disposition of assets at death, which protects your beneficiaries and your legacy. X
Privacy Issues X
Possible or Probable mental disability X
Desire to make everything as easy and inexpensive as possible for heirs. X
Desire for you heirs to receive the benefits of there inheritance in an expedient manner. X
Out-of-State real estate or timeshares X
Complicated dispositions issues X
Second marriage or children from prior marriage X
Out-of-state executors, trustees or guardians X
Tax planning X
Protection of inheritance for spouse, children and grandchildren X
Medicaid planning or qualification issues X
Planning for beneficiaries with “special needs” X