An Estate Planning Guide to Help Your Aging Parents You may or may not have discussed end-of-life plans with your parents, but if you haven’t, it’s important to do so. You need to make sure that when they pass away, your parents’ assets are properly protected and distributed, that the tax burden on you and …
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Must-Have Documents You Need for Estate Planning As much as we all talk about how important end of life planning is, few people want to think about it, and put it off far too long. After all, nobody likes to think about their own mortality. Still, estate planning isn’t something you do for you, but …
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I Don’t Have Any Assets; Do I Need a Will? Far too many people view wills as something that only the wealthy have or need. They figure that there’s not much to distribute among their belongings, nothing of real value, so a means of distributing their assets isn’t really necessary. The truth is, everyone has …
Dealing with loved ones who become disabled carries a number of stresses and concerns for family members. These people can no longer care for themselves and may need a great deal of help doing the most basic daily tasks. They may not even be able to make decisions for themselves. When this happens, guardianship may …
We’re rapidly approaching the end of 2016, and with that comes the New Year and a fresh start. Leaving the baggage of the year behind and focusing on the future is what New Year’s Day is all about, and with that comes thoughts about the things you need to accomplish. Among those things should be …
Retirement accounts come in many different forms and are available to nearly every employee. Some retirement plans are known as “qualified plans,” the most common being employer sponsored 401(k) plans, profit sharing plans, defined benefit plans, and employee stock ownership plans[i]. Other retirement options include qualified annuity plans, tax sheltered annuity plans, 403(b) plans, traditional …
Simple Answer: It depends on the language of the documents. Prenuptial/Anti-nuptial Agreements Generally speaking, a Pre-nuptial Agreement is an agreement that is entered into prior to marriage that delineates each person’s property and how that property is to be handled in the marriage and beyond. Prenuptial Agreements and Wills If the terms of the Prenuptial …
Last Will and Testament vs. Pre-Nuptial Agreement: Which One Prevails? Read More »
Approximately 5 to 7 million companion animals enter animal shelters nationwide each year, and approximately 3 to 4 million are euthanized (60 percent of dogs and 70 percent of cats). As a responsible guardian, it is important to think about who would care for your pets in the event of your inability, illness, or even …
Montana’s Uniform Probate Code governs wills throughout the state. Like other states, Montana mandates specific formalities that must be adhered to during the making of a will. Formalities are important procedures that give wills legal effect; without them, a will maker — called a “testator” — could make a will that is contrary to his …
