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Montgomery Law Firm, LLC

Your Trusted Estate Attorney in Bluffton, SC

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Home / Blog

Blog

Preserve Your Legacy Through Asset Protection

April 15, 2023 by Hunter Montgomery

asset protection

Asset protection is very important for many professionals, businesspeople, and others, and it comes in different forms. It is said that we live in a litigious society, and it is possible to position your assets in a safe manner. We will look at the spectrum in this blog post. Asset Protection … [Read more...] about Preserve Your Legacy Through Asset Protection

Administering Living Trusts: The Trustee’s Role

April 1, 2023 by Hunter Montgomery

trust administration

A trustee is a person or entity who conducts the business of the estate during the trust administration process. If you utilize a revocable living trust as your asset transfer vehicle, you will act as the trustee while you are alive and well. You would also be the beneficiary, so you can take … [Read more...] about Administering Living Trusts: The Trustee’s Role

Sandwich Generation Juggles Responsibilities

February 27, 2023 by Hunter Montgomery

sandwich generation planning

Sandwich Generation: What Exactly Is It? There is a very interesting phenomenon unfolding in the United States at the present time. During the period after World War II between 1946 and 1964, there were an inordinate number of babies born. This is called the “baby boom,” and if you do the math, you … [Read more...] about Sandwich Generation Juggles Responsibilities

How Can You Minimize Estate Tax Liability?

February 20, 2023 by Hunter Montgomery

estate tax

The federal estate tax is a looming threat for people that have been very successful from a financial standpoint because it carries a 40 percent top rate. There are many people in the Hilton Head area that have done well, and if you are among them, you should understand the facts. Fortunately, … [Read more...] about How Can You Minimize Estate Tax Liability?

Elder Law Attorneys: Roles and Responsibilities

February 15, 2023 by Hunter Montgomery

elder law

As an elder law and estate planning firm, we help people prepare for the eventualities of aging. If you start to develop a retirement plan at the right time with full knowledge of all relevant factors, you can enjoy your golden years with security and comfort. Let’s look at the most important … [Read more...] about Elder Law Attorneys: Roles and Responsibilities

Things You Need to Know About Simple Wills

February 8, 2023 by Hunter Montgomery

simple will

The simple will is the most commonly used estate planning document, but a lot of people that use them overlook better options. In this post, we will provide an overview so you can make informed decisions when you are planning your estate. Asset Transfers and Guardian Designation The simple will … [Read more...] about Things You Need to Know About Simple Wills

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Montgomery Law Firm, LLC

Montgomery Law Firm, LLC. helps you define what's important.

Montgomery Law Firm, LLC

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10 Pinckney Colony Road
Suite #400
Bluffton, SC 29910

Toll Free: (843) 815-8580
Mon-Fri: 9:00am – 5:00pm

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Montgomery Law Firm, LLC. services the city of Bluffton, South Carolina along with the following counties: Allendale, Bamberg, Beaufort, Hampton and Jasper, Aiken, Edgefield and McCormick.