Wills, Trusts And Probate
Montana Estate Planning Attorneys – Helena & Bozeman, MT
Your estate planning team should consist of your lawyer, accountant, insurance provider and investment advisor. Our team approach to creating the best estate plan possible will maximize your goals, as well as minimize or potentially eliminate any tax the government may seek from your estate. We take pride in our personal touch while helping you meet your family’s needs for the short and long term, without charging excessive fees.
Medicaid planning is often a major concern. We help you analyze your specific situation to ensure that your estate plan is not upset by the need to cover long term health and care needs.
We work to understand our clients’ specific needs to determine whether they should use a will, trust, or a combination of various estate planning techniques. Our background in tax helps our clients work through the myriad of issues when dealing with the estate tax and income tax ramifications of leaving assets via gift, will, or trust.
Our caring staff works closely with personal representatives to make sure that the probate process is handled efficiently for you and your family. The probate process can be complicated by a business ownership, liquor and gaming license or special needs. We explain the process, including how to wade through the legal morass, so you and your family can concentrate on what’s most important, your family.
Let us show you how our team approach to creating the best will or trust, or our experience handling probates, can benefit you and your family.