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Probate

Estate Tax Closing Letters - Taxpayers Must Request

Posted on: August 19th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

Justin M. Bryan is lecturing on the Probate Process From Start to Finish on March 25, 2015

Posted on: March 3rd, 2015
Justin M. Bryan will be lecturing in Billings, MT on the Probate Process in Montana. ...

Should Updating Your Estate Plan Be a 2015 New Year's Resolution?

Posted on: December 29th, 2014
With 2015 right around the corner, it's time to start thinking about your new year's resolutions. It doesn't matter whether you have an estate plan or don't, one important item to add to your list is getting an estate plan checkup. Don't Have an Estate Plan? If you don't already have an estate plan, then getting one in place should be at the top of your 2015 new year's resolutions. If you do have an estate plan, then reviewing said plan might need to be at the top of your 2015 new year's resolutions. ...

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:...

Portability and Estate Planning

Posted on: May 27th, 2014
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, 'You only pay if you don't plan.' Now, portability provides both an alternative and a back up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even if you didn't plan. ...
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