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August 24, 2010

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Estate Planning Resources

The best way to inform yourself about Montana Estate Planning Law and Estate Planning related topics. Our Estate Planning Resource Center includes the following sites for your personal use.

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Did You Know?

Estate planning is a process to consider alternatives
Good estate planning is more than just a simple Will. Estate planning also typically minimizes potential taxes and fees, and sets up contingency planning to make sure your wishes regarding health care treatment are followed. On the financial side, a good estate plan coordinates what would happen with your home, your investments, your business, your life insurance, your employee benefits (such as a 401K plan), and other property in the event you became disabled or if you die.

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	Latest news about Financial & Estate Planning in Montana and nationwide: New members to the Committee on Professional Standards Presiding Justice Anthony V. Cardona of the Supreme Court, Appellate Division, Third Judicial Department, recently announced the appointment of thr... Read more > Safety And Health Topics: Workplace Violence Violence in the workplace is a serious safety and health issue. Its most extreme form, homicide, is the third-leading cause of fatal occupational i... Read more > Respondent Vigorously Argues Respondent vigorously argues that this Commission lacks jurisdiction because of the doctrine of preemption. We find the Respondent's reliance on th... Read more > More Estate Planning News >

Estate Planning Terms

Today's Terms

Trustee

Definition:
A person or institution responsible for the management and distribution of property held in a Trust. The trustee has the authority to act according to the instructions provided in the trust agreement. See Fiduciary.

Will

Definition:
A written document that provides instructions for disposing of a person's property upon the person's death. A will generally also names an executor or personal representative to handle the estate.

Exemption Credit

Definition:
The amount of tax credit, similar in nature to the personal income tax exemption, applied to the transfer tax due at a person's death.

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Estate Planning Resources

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Estate Planning Hot Topics

Topics Related to Estate Planning:

Trusts
Wills
Uniform Probate Code
Gift Tax

Montana Estate-Planning Attorney

If you live in the following cities and need an Estate-Planning attorney you should contact our Estate-Planning Attorney as soon as possible:

Belgrade
Billings
Bozeman
Butte
Columbia Falls
Great Falls
Hamilton
Havre
Helena

Kalispell
Laurel
Libby
Livingston
Miles City
Missoula
Polson
Whitefish

Legal Disclaimers
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