Leaving property to heirs: outright or in trust?
Leaving property to heirs: outright or in trust? Should you leave a distribution to an heir outright or in trust?…
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A key to a successful business exit: “growing” an employee into an owner.
A key to a successful business exit: “growing“ an employee into an owner. Business exit planning usually means working to…
What if a business owner dies in the middle of an ownership transition process?
What if a business owner dies in the middle of an ownership transition process? As part of our Business Exit…
Pet trusts – estate planning isn’t just for humans!
Pet trusts – estate planning isn’t just for humans! Estate planning – and the protection we can provide through planning…
Who can an owner sell his small business to?
Who can an owner sell his small business to? Most Montana businesses are small. That makes it less likely that…
Planning for the Sale of the Family Business – Often Ignored
Planning for the Sale of the Family Business – Often Ignored Many of our clients own small businesses. They work…