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Estate Planning Probate Asset Protection Business Planning Tax Elder Law

Inheritance

Tips for Receiving an Inheritance

Posted on: September 27th, 2018
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it within two years of receipt. Below are five practical steps for you to follow to maximize and protect your inheritance....

Estate Tax Closing Letters - Taxpayers Must Request

Posted on: August 19th, 2015
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 1, 2015....

Pitfalls of Joint Tenants with Right of Survivorship

Posted on: July 22nd, 2014
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult - are often disinherited....

Every Adult Needs and Estate Plan

Posted on: June 19th, 2014
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 adulthood --you need a written plan to keep you in control and to protect yourself and those you love. ...

Estate Administration - Probate and Trust Administration

Posted on: March 19th, 2014
If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action. The process begins with an event that triggers a provision in your estate plan, such as incapacity or death. The plan becomes 'executory', meaning that the individuals you designated in your plan documents must step into action and execute according to your instructions. This estate administration is often in the form of a trust administration of a trust or probate of a will. ...

Bryan Law Firm, PC handles Trust Administration

Posted on: March 12th, 2014
The trustee is responsible for seeing that the assets of the trust are distributed properly and in a timely manner....

How to Leave Assets to Minor Children -- Bryan Law Firm, P.C.

Posted on: April 7th, 2013
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 intentions and poor planning often have unintended results....

Protecting Your Children Through Proper Estate Planning

Posted on: March 19th, 2013
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 children, too. But good intentions and poor planning often have unintended results....

Estate Planning for Young Families

Posted on: March 12th, 2013
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 is young, planning for the possibility is prudent and responsible. Also, estate planning does not have to be expensive; a young family can start with the essential legal documents and term life insurance, then update and upgrade as their financial situation improves. A good estate plan for a young family will include the following:...