FAQ / News

Advantages of Creating a Trust to Handle Your IRA assets

If you will not need to spend the assets during your life, and want some say over how your assets are used after your death, why not put your Individual Retirement Account (IRA) funds into a trust? Specifically, that means creating a trust and designating the trust the beneficiary of your IRA. Because you cannot …

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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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Top 11 Tips for Creating an Effective Business Plan

Oftentimes when starting a business, new entrepreneurs overlook one of the most important documents they will create which is their business plan. Business plans serve dual purposes; first, they provide a roadmap for a new business owner to monitor their progress against their goals, and they can help when you are seeking financial backing. To …

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Why it is Best to Seek Legal Advice to Set up an Estate Plan

Estate Plan To many people, an estate plan is something they believe only the elderly and the rich need. You may believe that if you are young and have modest assets that there is no need for you to create an estate plan. However, creating an estate plan is something that is critical for all …

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Do Revocable Trusts Protect Assets From Creditors?

The decisions you make when setting up your estate plan have a powerful effect on the legacy you leave behind to your loved ones and heirs. A proper estate plan can help to ensure that your end-of-life financial needs are met, your final wishes seen to, your assets protected and your children and other heirs …

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