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Latest Blog Posts

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'?...

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:...
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