The risks of holding assets as joint tenants in order to avoid probate
The risks of holding assets as joint tenants in order to avoid probate Owning assets jointly with one or more…
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Near Retirement? Five Plans You Must Have in Place.
Near Retirement? Five Plans You Must Have in Place. I came across a short but important article in a recent…
Funding is vitally important in trust-based planning
Funding is vitally important in trust-based planning One of the best tools estate planning attorneys can utilize for clients is…
Single? Estate planning is still essential.
Single? Estate planning is still essential. More people are living single than ever before. In 1970, just about one-third of…
Update – Montanans with disabilities can now establish ABLE accounts
Update – Montanans with disabilities can now establish ABLE accounts In my blog post of January 21, 2015, we reported…
Projected estate tax exemption and annual gift tax exclusion for 2018
Projected estate tax exemption and annual gift tax exclusion for 2018 The Consumer Price Index was released by the Labor…