Latest News About Estate Planning

Do you have a spouse who is a non-U.S. citizen? If so, you may need

The primary purpose of a Special Needs Trust (SNT) is to preserve government benefits for disabled

School’s out for summer … and summer means vacation time! Many of our clients come

Building a trust, will or power of attorney? Read the Nightly Business Report’s story on

Have you thought about who will take care of your pet after you pass away?

Many people are under the assumption that once their trusts are executed, they do not worry about

Does your estate plan ensure your assets go to your intended beneficiaries and help them avoid the probate process? Consider

Question: I want my car to go to my son after my death. What paperwork do

Question: I lived in Montana for most of my life, until my wife and I retired