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Latest Blog Posts

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....

Should Updating Your Estate Plan Be a 2015 New Year's Resolution?

Posted on: December 29th, 2014
With 2015 right around the corner, it's time to start thinking about your new year's resolutions. It doesn't matter whether you have an estate plan or don't, one important item to add to your list is getting an estate plan checkup. Don't Have an Estate Plan? If you don't already have an estate plan, then getting one in place should be at the top of your 2015 new year's resolutions. If you do have an estate plan, then reviewing said plan might need to be at the top of your 2015 new year's resolutions. ...

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. ...

Estate Planning: Do you have an AB Trust Plan?

Posted on: October 15th, 2014
If you're married and you haven't had your estate plan reviewed since before January 2, 2013, by an experienced estate planning lawyer, then pull your documents out of the drawer, dust them off, and take a closer look at their trust provisions. Do they contain terms such as 'Marital Trust,' 'QTIP Trust,' 'Spousal Trust,' 'A Trust,' 'Family Trust,' 'Credit Shelter Trust,' or 'B Trust'?...
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