Estate Planning

5 Common Sources of Confusion with Wills for Recipients and Beneficiaries

Executing the wishes of a testator starts with reading a will and applying the bidding as listed. However, sometimes, it may be challenging to honor the wishes of a loved one if the terms are ambiguous. Any elements of uncertainty in a will are cause for agitation and confusion among beneficiaries. If you plan to …

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6 Strategies to Ensure Your Beneficiaries Won’t Disregard Your Will

It’s easy to assume that none of your beneficiaries will contest your will. Unfortunately, this assumption isn’t true. The beneficiaries of your estate may contest your will, especially if they can establish the need for more provision. It’s essential to create a will that none of your beneficiaries will disregard. At Tanko Law, we help …

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How to Prepare Your Legacy Wealth Plan with Montana Real Estate

You spend an entire life working hard and building an admirable estate. You may have managed your finances into a comfortable nest-egg, or invested well in the stock market. You may have an admirable collection of properties, vehicles, or small businesses. This is the kind of estate worth planning for, because it took so much …

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The Tax- and Estate-Planning Implications of Your Legacy Wealth

When your financial success makes it possible, you begin to think of how the wealth you have earned can support your goals in retirement and confer benefits on your family, others you care about, and causes that you cherish. Everyone is unique in his or her specific assets, goals and values, and hopes and plans. …

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Planning Your Estate: What Assets are Subject to Probate?

If you are planning your estate, it is important to understand the probate process as well as what assets are subject to probate.  The attorneys at Tanko Law are well versed in the estate laws of Montana and can help you organize your estate in the most efficient, cost-effective way possible.  Contact us today for assistance and …

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