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Bozeman, MT 59715
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Estate Planning Probate Asset Protection Business Planning Tax Elder Law

Bozeman Montana

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. ...

The importance of funding your revocable living trust - the Michael Jackson Issue

Posted on: May 14th, 2016
While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? Embarrassing and seemingly endless probate court battles between family members, the executors, and the IRS....

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....

Three Simple Asset Protection Tips Anybody Can Use

Posted on: April 16th, 2015
Unfortunately, in our litigious society, liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too....
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