Several myths exist about estate planning, and the notion that the process only involves writing a will ranks high among those misconceptions. Montana residents could take care of many financial and health-related responsibilities through careful estate planning. And...
What is a codicil?
Montana residents interested in the estate planning process often wonder if it is required for a will to be notarized. While many estate planners take this precaution, no law makes this step a requirement. However, this the validity of a will still needs to be proven...
The benefits of charitable trusts
Charitable trusts are a great way to benefit everyone in Montana. These are instruments that provide funding for non-profit organizations. Charitable trusts are also structured to incentivize giving by wealthy people because of the tax benefits they provide. There are...
Ignore these estate planning excuses
Having a will and making other estate plans is important but this planning is often postponed. You should avoid the temptation to rely on typical excuses to justify neglecting or putting off estate planning or reviewing your plan. I have little and my family knows my...
What documents should I include in my estate plan?
No two estate plans are the same and the documents that should be included in an estate plan can vary based on the estate lanner’s needs and goals. What is important is to be familiar with the different types of estate planning documents so the estate planner can set...
Why you don’t want to die without a will in Montana
Creating a last will or a comprehensive estate plan may not be a thrilling way to spend an afternoon, but it is an important step to take that too many people avoid. If you have a spouse, children or substantial assets, creating a last will is of the utmost...
