Frequently Asked Questions/News

In the vast majority of cases, when someone passes away, their spouse becomes the legal heir to their entire estate. There are, however, exceptions to this rule. In some cases,...

3 Hidden Risks of Joint Tenancy to Avoid Probate Joint tenancy, also called joint tenants with rights of survivorship or JTWROS, is a means by which couples and business partners...

Estate Planning 101 for Singles Most of the time when people think about estate planning, they think about the exceptionally wealthy, or about married couples or those with defined heirs...

Probate court proceedings can be a painful, costly process for all involved. Probate courts handle the transference of a deceased person’s assets to the inheritors. Families and friends must sit...

Options for Protecting Your Assets in Montana  Lawsuits, injuries, catastrophic losses, market downturns – anything can happen at the drop of the hat. Without proper asset protection, your most precious...

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,...