Estate and Long-Term Care Planning – Lessons From Baseball Another baseball season is upon us. I’m always excited about the new season because that means warmer weather has arrived in Montana and my hopes are still alive, at least for a while, that my favorite team will win the World Series. My wife Rhonda and…
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2025 Charity Partner of the Year We would like to introduce our 2025 Charity Partner of the Year, Big Brothers Big Sisters of Central Montana. Vision All youth achieve their full potential. Mission We create and support one-to-one mentoring relationships that ignite the power and promise of youth. Youth in our…
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What is an Irrevocable Trust For? The large majority of estate planning clients create Revocable Trusts. A Revocable Trust is a great estate planning tool used to avoid probate and plan for your disability and death. A Revocable Trust is amendable and, yes, revocable for the rest of your life. Usually, you will serve as…
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Happy Holidays! The entire team at Montana Estate Lawyers wants to wish you and yours a happy and healthy holiday season. This time of year is a great time for reflection, family, giving, and joy. We are close to wrapping up our work with our Charity Partner of the Year, the Great Falls Rescue Mission.…
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The Pros and Cons of Reverse Mortgages Reverse mortgages have become a popular retirement strategy in recent years. A reverse mortgage allows homeowners with substantial equity in their home to access lines of credit using their property as collateral. Property owners aged 62 years or older can apply for reverse mortgages and get a line…
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Power of Attorney: To Spring or Not to Spring? Powers of Attorney are essential estate planning tools that come with all of our estate planning packages. Whether you have a simple will or a multi-million dollar trust, your planning should include powers of attorney. These documents allow you to authorize another individual – a spouse,…
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Study: Most Americans Do Not Understand the Time and Expense of Probate A recent report conducted by Trust & Will found that the average American has no concept of how time-consuming and expensive probate can be. The survey found that more than half of Americans have no idea what probate costs, about half think that…
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Under Construction D.A. Davidson will be remodeling our 5th floor office space, starting next Monday, September 9th. We’re excited to get a face-lift, but the work will require that we temporarily move down the hall on the 5th floor still to the right of the elevator, but one door down. We’re told we should be…
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Pros and Cons of Transfer on Death Deeds Many of our estate planning clients’ top priority is to keep their estate out of probate. Everyone has been through, or heard about, horror stories involving probates, lawyers, and family fights. When our clients put their property into a trust, all of that property passes to their…
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What if I Want to Leave Property to a Minor? Many of our clients want to leave property to kids, grandkids, nieces, and nephews who are not yet 18 years old. The concern is that minors can’t own property – you can’t put a child on a deed to a house. This is no problem!…
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