11 East Main St. Ste D
Bozeman, MT 59715
(406) 586-8565
blf@bryanlawoffice.com
Estate Planning Probate Asset Protection Business Planning Tax Elder Law

Latest Blog Posts

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. ...

Bryan Law Firm, PC handles Trust Administration

Posted on: March 12th, 2014
The trustee is responsible for seeing that the assets of the trust are distributed properly and in a timely manner....

Reminder to file annual report

Posted on: March 7th, 2014
Reminder: all Montana corporations and Montana LLCs need to file their annual report with Montana Secretary of State. Also, Montana Corporations need to maintain their corporate formalities. ...

Importance of Proper Investment Planning and the Team Approach

Posted on: February 14th, 2014
Most investors are familiar with the magic of compounding interest but they often fail to realize that when the portfolio loses money, the math of compounding works against them. That's because when a dollar is lost, it is not just a dollar but a compounded dollar that is lost, so the investor must regain more just to break even. ...

Long Term Care Insurance as Part of your Estate Plan

Posted on: January 21st, 2014
Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind of care you need if you are not able to perform normal daily activities (such as eating, dressing, bathing and toileting) without help, and it is expected that you will need this help for an extended period of time, often for the rest of your life. ...

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?...
Posts: 1 2 3 4 5 6 7 8 9 All