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Bozeman, MT 59715
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Estate Planning Probate Asset Protection Business Planning Tax Elder Law

Bozeman Montana

Lifetime QTIP Trust

Posted on: November 16th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Three Simple Asset Protection Tips Anybody Can Use

Posted on: April 16th, 2015
Unfortunately, in our litigious society, liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too....

Justin M. Bryan is lecturing on the Probate Process From Start to Finish on March 25, 2015

Posted on: March 3rd, 2015
Justin M. Bryan will be lecturing in Billings, MT on the Probate Process in Montana. ...

Some Issues to Consider when Naming a Successor Trustee

Posted on: February 2nd, 2015
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse's lifetime and then for the benefit of the next generation. Since these trusts are designed to span multiple decades, it is crucial to choose the right succession of trustees....

Periodically Review Beneficiary Designations

Posted on: November 24th, 2014
It is critically important to review your beneficiary designations as your life changes because your beneficiary designations may overrule or conflict with the plan you have established in your will or trust. ...

Is privacy of your estate plan important to you?

Posted on: October 24th, 2014
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private, and for many Montanans privacy is extremely important. ...
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