To Quote Shakespeare: To Have a Trust or a Will...Aye, that is the Question
Resources
- Using a Bypass Trust to Provide for Children from Remarried, Step, and Blended Families.(MSU Extension MontGuide)
Explores important issues for Montana families and remarried, step and blended families that bring varying challenges to the estate planning process. - Designating Beneficiaries through Contractual Arrangements. (MSU Extension MontGuide)
Focuses on transferring assets through contractual arrangements, such as those commonly found with insurance policies, individual retirement accounts and employee benefit plans. - Dying Without a Will in Montana: Who Receives Your Property? (MSU Extension MontGuide)
Includes legal terms and detailed examples of possible scenarios for distribution of property should a person die before writing a will in Montana. - MSU Extension Estate Planning Website
- Revocable Living Trusts (MSU Extension MontGuide)
Defines and explains the benefits, shortfalls, and costs of living trusts. - Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property (MSU Extension MontGuide)
Explains how to deal with some of the issues that may arise with the transfer of non-titled property such as photographs, jewelry, books, and other family heirlooms among family members. - Wills( MSU Extension MontGuide)
Outlines why a written will is necessary. Includes information about costs, restrictions and changes after its completion.