Wills | Trusts | Estates
A Boutique Estate Planning Law Firm
Serving Bigfork, the Flathead Valley, and Western Montana
Wills | Trusts | Estates
A Boutique Estate Planning Law Firm
Serving Bigfork, the Flathead Valley, and Western Montana
Practice Areas
Estate Planning
Special Needs Planning
Charitable Planning
Charitable Planning
Special Needs Planning
Charitable Planning
Special Needs Planning
Special Needs Planning
Probate & Trust Administration
Probate & Trust Administration
Business Formation & Succession Planning
Probate & Trust Administration
Trustee & Fiduciary Services
Business Formation & Succession Planning
Business Formation & Succession Planning
Business Formation & Succession Planning
Business Formation & Succession Planning
Business Formation & Succession Planning
Our Team
Our Estate Planning Process
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Frequently Asked Questions
Estate planning is the process of making important decisions about how your assets will be distributed after you pass away. It's important because it can help protect your loved ones, reduce taxes and fees, and ensure that your wishes are carried out.
An estate plan typically includes several important documents, including a will, trust, legal and financial power of attorney, healthcare power of attorney, and advance directive or living will. These documents can help ensure that you are taken care of if you become incapacitated, and your assets are distributed according to your wishes upon your death. We create personalized and comprehensive estate planning packages for our clients, including all necessary documents, for fair and transparent flat rates.
Probate is a legal process that typically occurs after someone passes away, and it involves distributing their assets according to their will, or state law if there is no will. Probate can be a lengthy and expensive process, and it can tie up assets in court for months or even years. By creating an estate plan that includes a trust, individuals can avoid probate court and ensure that their assets are distributed according to their wishes in a more efficient and cost-effective manner.
A trust is a legal entity that holds assets for the benefit of the trust creators and their beneficiaries. There are many different types of trusts, including revocable and irrevocable trusts, which can be used to achieve different estate planning goals. Trusts can help you avoid probate, plan for incapacity, minimize estate taxes, protect special needs beneficiaries, and protect assets from creditors and liabilities.
If you die without an estate plan, your assets will be distributed according to state law, which may not align with your wishes and could put certain loved ones' benefits at risk. This can lead to disputes among family members and result in unnecessary legal fees and taxes.
We provide estate planning at fair and transparent flat rates. Our flat rates depend on the document package being requested, the details of the client's estate, and the complexity of the estate planning required to achieve the client's wishes. At your free initial consultation with our attorneys, they will explain the package options and provide recommendations for your specific circumstances so you can choose the plan that best fits your needs and wishes. The attorneys will then quote you a transparent flat rate for all the work required to create your estate plan.
It's important to update your estate plan regularly, especially if you experience a major life change such as a move to a new state, marriage, divorce, birth of a child, or change in financial circumstances. Updating your estate plan can help ensure that it reflects your current wishes, complies with current laws, and meets your unique needs and goals.
Our blog provides a wealth of information on estate planning topics to help you better understand the process and make informed decisions about your future. Whether you're just starting to think about estate planning or are in the midst of creating a comprehensive plan, our blog can provide valuable insights and guidance. From discussing the benefits of creating a revocable trust to answering common questions about estate tax planning, estate planning for blended families, choosing the right executor or trustee, and charitable giving strategies, our blog covers a wide range of topics to help you protect your loved ones and leave a lasting legacy. Be sure to check back regularly for new articles and updates. You can view our blog directly below on our home page, or by clicking here.
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Contact us
Peters & Krown, PLLC
8111 Highway 35, Suite 210
Bigfork, Montana 59911
Phone: (406) 420-1060 Fax: (406) 637-8829
Open Monday through Thursday 9 am - 4 pm
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