A Checklist for Family of Immediate Tasks After the Death of a loved One One of the services we provide at Scott, Tokerud & McCarty, P.C., is probate/trust administration of decedents’ estates. We occasionally are called by family members or others involved in the affairs of the deceased and asked what they should do or…
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What does Obamacare mean for you? I really don’t want to debate whether we should have Obamacare in the first place, but in preparing for a recent workshop for our Peace of Mind Protector client service program, I asked my friend Bruce Lahti of the Junkermier office, who is an expert in the area, what…
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Estate Planning 101: Make Sure Your Beneficiary Designations Coordinate With Your Estate Plan When you die, your property is transferred to your family/beneficiaries in one of several ways, depending on what arrangements you have in place. If you have a Will, your property is transferred pursuant to its terms. If your property is held in…
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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 spring is here and that my hopes and dreams are still alive that my favorite team will win the pennant. My wife Rhonda and I attended a major league baseball…
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To Die at Home Don’t get me wrong. I’m not criticizing nursing homes. They have a real place in our healthcare system. For some people a nursing home is the best alternative. Like my mom; she’s in one right now. She needs to be there. If she can get her stronger we’ll take her back…
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How We Approach Estate Planning for Our Clients At Scott, Tokerud & McCarty we help our clients pass their property to whom they want, when they want and how they want – while minimizing expenses. We work to help our clients maintain control of their lives and pass their non-financial legacy on those they love.…
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Make your estate planning really meaningful. Use it to transfer your most important assets. When you think of “estate planning,” what comes to mind? Perhaps how best to transfer wealth to the next generation. Well, what about passing on your most important assets? How about expanding your estate planning to include transfer of your insight…
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What Am I Thankful For This Thanksgiving? Jury Duty! Most of us at some point have received in the mail an official looking envelope from the local city, state or federal Clerk of Court, and upon opening it, discovered it was a summons for jury duty. While many of us have been summoned for jury…
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The time bomb facing Montana businesses Many Montana businesses are corporations or LLC’s with several owners. Many of these businesses are sitting on a time bomb. The bomb will explode when one of the owners dies, becomes disabled, wants to sell out, gets fired or wants to quit. That’s when the company owners will dig…
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At least one person thinks I’m right about medical records. Don’t let anyone ever tell you that spouses never listen to one another. As soon as I posted my piece on medical records last week my wife, Becky, went into action. She even wrote a guest blog post that I want to share with you.…
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