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Latest Blog Posts

Social Security Benefits are an Important Aspect of a Comprehensive Estate Plan

Posted on: April 16th, 2014
What you don't know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits....

Estate Planning - Guardian's of minor children

Posted on: April 2nd, 2014
Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of not naming a guardian are great....

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. ...
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