Montana Estate Planning Lawyers

Frequently Asked Questions

• What Is The Difference Between A Will And A Trust?
  A Will and a Trust serve different purposes. Most people don`t have either one. A Will and a Trust are similar in the effect that both let you designate exactly how you want your assets and other … more
• What Is An Estate Tax?
  The Estate Tax is a tax on the value of your property transfered to your hiers upon your death.  The federal government allows every person to give away, either through lifetime gifts or upon … more
• What Is Advance Care Planning?
  It`s the decision­making process about the care you want to receive if you were unable to communicate or make decisions for yourself based on understanding your values, personal reflection and … more

Legal Articles

• What are the differences between annuities, IRAs, and 401(k) plans, and how do they fit into my estate plan?
  Annuities, individual retirement accounts (IRAs) and 401(k) plans are all types of investments that can help you plan for retirement, as well as for the inheritance that you wish to leave your children. All of these investment options may provide tax-deferred growth and certain other tax advantages, depending on your situation. Furthermore, all of these options exclude your invested … more
• Estate Planning Tools for Wealth Transfer
  Proper estate planning does not leave all the transfer of all of your money and assets until the time of your death. Many people, particularly those who have enough assets to be subject to estate tax, must consider wealth transfers while they are living. Wealth transfers should be part of a systemic and organized estate plan that you develop with an estate planning … more

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