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Will

Why probate takes so long.

Posted on: August 7th, 2014
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so probate is required. In Montana, the probate process is fairly streamlined, and should not necessarily be avoided. However, the process does take time and can drag on for months - or even years. Here are some of the most common reasons why probate takes so long:...

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. ...

Family Estate Planning Meeting

Posted on: December 30th, 2013
You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, really? Have you explained your planning to your family?...

Estate Planning for Unmarried Partners

Posted on: July 1st, 2013
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 partners--opposite sex or same sex--it is critical. This article will address some issues for unmarried partners to consider for after-death estate planning. ...

Estate Planning -- The Most Important Love Letters You'll Ever Write?

Posted on: June 20th, 2013
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 loved ones as it is about passing material possessions....

The Value of Having a “Plan” in Estate Planning

Posted on: June 6th, 2013
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 about family and values, and it becomes a process instead of a transaction....
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