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The Most Important Love Letter You’ll Ever Write

Many Americans have the misconception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions.

By |November 4th, 2013|Uncategorized|0 Comments

Online and Do-It-Yourself (DIY) Estate Planning

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some individuals may be wondering why hire an attorney. The advertising is seductive: attorneys use similar forms, the cost is significantly less than hiring an attorney, and many of these websites and kits are created by attorneys. In addition, most people think their estates are not complicated.

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Estate Planning for Second Marriages

Second marriages are often more successful than first marriages. There are a number of jokes and horror stories I could inject here, but we all get the point. Blended families like the Brady bunch, involve the bringing together of children, whether full-time or part-time. There are oftentimes third party considerations, like what if anything, to do about Alice. It is never too late to “get on the same page” with your spouse, but it’s a whole lot easier to do so, prior to a marriage.

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Life Insurance: The Basics

Life insurance (LI) is an affordable way to replace a breadwinner’s income. LI is also a great tool to use to ensure all of your heirs are equitably treated.

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Treating Children Fairly Does Not Necessarily Mean Equally

As parents, we want to treat our children fairly in our estate planning, and naturally, we assume that means having our children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider.

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How to Leave Assets to Minor Children

Instilling values, continuing traditions, and leaving things a little better for our children is part of Montana heritage. Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good intentions and poor planning often have unintended results.

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What to Do with an Inherited IRA

RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take distributions, usually after reaching age 70 1/2

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The Advisory Team Approach to Estate Planning

Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas.

By |November 4th, 2013|Uncategorized|0 Comments