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Latest Blog Posts

Discretionary Trust's -- Protection for Your Beneficiaries

Posted on: October 6th, 2014
Leaving your hard-earned assets outright to your children, grandchildren or other beneficiaries after you die will make their inheritance easy prey for creditors, predators, and divorcing spouses. Instead, consider using discretionary trusts for the benefit of each of your beneficiaries....

Probate Avoidance Through Use of a Revocable Living Trust

Posted on: August 18th, 2014
If it is your goal to avoid probate and you've set up a Revocable Living Trust, congratulations! You're definitely on the right track. But...you're only half way there. Many believe because they took the time to create a Trust, their estate will automatically avoid probate. Unfortunately, this is a false sense of security....

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:...

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. ...

Portability and Estate Planning

Posted on: May 27th, 2014
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, 'You only pay if you don't plan.' Now, portability provides both an alternative and a back up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even if you didn't plan. ...
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