Estate Planning

Many Montana residents who never make estate plans cite similar reasons for failing to do so. Some believe they lack sufficient assets and therefore do not need an estate plan. Others believe that, because they never had children, they do not need to put a will and...

Having an estate plan allows you to protect your assets, give guidance to your heirs and plan for a successful future. Forgetting to update it as your life changes can render it inoperable. Knowing when to modify your plan can help you preserve its integrity and...

Not everyone shares the same estate planning goals, and you may face unique challenges or circumstances as you work on your Montana estate plan. While a will is an important and necessary part of any Montana estate plan, there are limits to what a will does. However,...

While you might generally associate the term "trust fund" with the wealthy, the creation of a trust can be an excellent tool to preserve assets for heirs. Your family could benefit from a trust when you understand how the contract can safeguard assets. What is a...

Selecting beneficiaries for your estate in Montana is a process that requires careful consideration. Sometimes, choosing who to name can seem impossible and overwhelming. Knowing some strategies for naming beneficiaries may improve your confidence. Over time, you may...

If you are in the process of setting up an estate plan, it is essential to review your options closely. Moreover, you need to understand that when it comes to estate planning, everyone is in a unique situation. For example, if you have a family member with a...