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Montgomery Law Firm, LLC

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Home / Archives for Estate Planning

Probate 101

January 25, 2023 by Hunter Montgomery

probate

If you utilize a will to facilitate asset transfers after you are gone, you would name an executor in the document to serve as the administrator. They would take care of the tasks that must be completed to bring your wishes to fruition, but they would not be able to act independently. A will … [Read more...] about Probate 101

Estate Planning Guardrails for Spendthrift Heirs

January 12, 2023 by Hunter Montgomery

living trust

There is no one particular estate planning approach that is ideal for everyone. There are different vehicles of asset transfer that can be utilized, and a layperson would have no reason to understand all of them. This is one of the reasons why it is important to discuss all available options with … [Read more...] about Estate Planning Guardrails for Spendthrift Heirs

Do You Pay Capital Gains Taxes When You Receive an Inheritance?

January 10, 2023 by Hunter Montgomery

capital gains tax

You probably have questions about how taxes can impact the inheritances that you are going to leave to your loved ones, including the capital gains tax. In this post, we will share information about taxes on capital gains and we will provide a broader overview of taxation on inheritances. Step-Up … [Read more...] about Do You Pay Capital Gains Taxes When You Receive an Inheritance?

These Estate Planning Myths Lead to Bad Decisions

October 24, 2022 by Hunter Montgomery

estate planning

Misinformation about some aspects of the estate planning process tend to circulate, and people that buy into these notions sometimes make costly mistakes. With this in mind, we will shed light on some of these myths in this blog post. You can plan your own estate effectively using a download that … [Read more...] about These Estate Planning Myths Lead to Bad Decisions

Don’t Look Past These Estate Planning Details

September 24, 2022 by Hunter Montgomery

estae plan

A lot of people assume that they can put their estate planning responsibilities behind them if they take the time to draw up a simple will. This is certainly better than nothing, but there are some other details that should be taken into consideration, and we will look at a few of them … [Read more...] about Don’t Look Past These Estate Planning Details

Self- Service Estate Planning Can Yield Negative Outcomes

August 1, 2022 by Hunter Montgomery

estate planning

Far too many people think that it is easy to execute a legally binding document using tools that you can get online. In fairness, a layperson can create a document that would stand up in court using DIY tools, but the this may not be a good thing. Power of Attorney Dispute Sometimes you come … [Read more...] about Self- Service Estate Planning Can Yield Negative Outcomes

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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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Bluffton, SC 29910

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