Introduction to Estate Planning

Introduction to Estate Planning

By Keith Tokerud

Everyone has heard horror stories about what can happen when someone becomes incapacitated or dies without a comprehensive, up-to-date estate plan in place—from debilitating family fights to unnecessary taxes and increased professional fees.  Despite these horror stories, statistics shows that approximately 60% of people in the United States, and 70% of Montanans, have not executed a valid will or trust to distribute property at death.  If you’re part of the 70%, this means that instead of you controlling who gets your hard-earned property at death, state statutes control.

For more insight into the estate planning options available to you, view the video link on this page and read Keith’s book, Introduction to Estate Planning.  

In his book, Keith explores how you can protect yourself from these nightmare occurrences and realize the hopes and dreams you have for your family and heirs.  Keith will walk you through the process we use at Scott, Tokerud & McCarty, P.C., to design and implement an estate plan that best suits your goals and personal situation.  Armed with the knowledge gained through reading the book, you will be able to confidently control your destiny and pass your legacy to your loved ones with peace of mind.

This book is available through our office and is for sale locally at Cassiopeia Books, 721 Central Avenue, Great Falls, MT, or on-line at one of the following retailers:

  • Amazon
  • Barnes and Noble
  • Walmart

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.

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