Share

The Montana Estate Lawyer

Tuesday, March 24, 2015

Simple estate planning

We all want to keep things simple.  What does that mean for your estate planning?

What it doesn’t  mean is how many pages your planning documents are. 

“Simple” means how easy to administer and effective your plan is when you need it to work, such as if you become disabled or you die.  A simple plan accomplishes your goals with the least time, expense and headache for you and your loved ones.  

A simple plan gives you and your family as much control and flexibility as possible.  So, it doesn’t tie your financial life into knots that limit your actions and frustrate you every time you try to do something.

Simple means you understand how the planning works, and you’re comfortable with it.  (Seems like a pretty obvious requirement, but all too often professionals do a poor job of explaining their recommendations and clients end up signing documents that they don’t understand.)

Good, simple planning starts with your taking the time to figure out how you want your affairs to be handled.  Then it’s reflected in documents that give the family the details they’ll need when questions arise that you’re not around to answer.

Simple, huh?


Archived Posts

2019
2018
December
November
October
September
August
July
June
May
April
March
February
January
2017
December
November
October
September
August
July
June
May
April
2016
2015
2014
2013
2012
2011
2010


Our law firm, attorneys and lawyers handle matters throughout Montana (MT), including Billings, Bozeman, Great Falls, Havre, Helena, Kalispell, Lewistown, Livingston, Missoula, Shelby and Whitefish.



© 2019 Scott, Tokerud & McCarty, P.C. | Disclaimer
Eight 3rd St. North, Suite 507, Great Falls, MT 59401
| Phone: 406-727-2200

Estate Planning | Elder Law | Veterans Aid & Benefits | Advanced Estate Planning | Probate / Estate Administration | Business Law | Business Succession Planning | Purchase/Sale of a Business | Special Needs Planning | Guardianships | Asset Protection | Planning for Children | Pet Trusts | Events | Articles & Videos | Professional Advisors | Newsletters

Attorney Website Design by
Zola Creative