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


Estate Planning (Wills and Trusts) and Disability

Posted on: August 17th, 2016
A car accident, sudden illness, workplace injury or chronic medical condition can force you to re-evaluate the core assumptions you used to plan your future and set up your estate plan....

How often do you need to update your estate plan? As often as your Resume?

Posted on: July 15th, 2016
A resume is a 'snapshot' of your experience, skill set, and education which provides prospective employers insight into who you are and how you will perform. Imagine not updating that resume for 5, 10, or even 15 years. Would it accurately reflect who you are? Would it do what you want it to do? Likely not. Estate plans are similar in that they need to be updated on a regular basis to reflect changes in your life - and to do what you want them to do. ...

2016 update for Federal and Montana estate taxes, gift taxes, and generation-skipping transfer taxes

Posted on: March 31st, 2016
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. Remember, that although Montana does have an state estate tax, its computation is broken. Thus in reality Montana does not have a state estate tax. ...

Lifetime QTIP Trust

Posted on: November 16th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust....

Current Estate Planning Framework

Posted on: September 25th, 2015
state planning has truly evolved over the past 20 years. In fact, today's estate planning is more complicated than ever before....

3 Common Myths and Misconceptions about Estate Plans

Posted on: June 30th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed. Estate Planning Myth #1 - You Don't Need an Estate Plan Because Your Spouse Will Inherit Everything Estate Planning Myth #2 - You Don't Need an Estate Plan Because Your Family Knows Your Final Wishes Estate Planning Myth #3 - Once You've Created Your Estate Plan, It's Done ...
Posts: 1 2 3 4 All