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Montgomery Law Firm, LLC

Your Trusted Estate Attorney in Bluffton, SC

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Home / Archives for Estate Planning

Seniors: A Pet Trust Can Provide Peace of Mind

November 1, 2023 by Hunter Montgomery

pet trust , a picture of a dog

There's no love quite like the love a dog can offer. For seniors, this companionship is not just emotionally enriching but can be a boon to overall health. Let’s delve into the life-enhancing advantages of dog ownership for older adults, discuss breeds that fit well with a senior lifestyle, and … [Read more...] about Seniors: A Pet Trust Can Provide Peace of Mind

Exploring Unusual Trusts That Can Complete Your Plan

October 5, 2023 by Hunter Montgomery

unusual trusts, photo of man's handing signing a document

When people think of estate planning, they often default to standard options like living trusts or wills. However, the world of trusts is broad, offering unusal trusts for various situations. Today, let's venture into lesser-known territories and explore unconventional trusts like rabbi trusts, … [Read more...] about Exploring Unusual Trusts That Can Complete Your Plan

The Trust Advantage: A Comprehensive Approach to Estate Planning

August 15, 2023 by Hunter Montgomery

trusts

When planning your estate, a fundamental decision is often the choice between a will and a trust. Both tools are designed to pass on your assets, but they function differently. In many circumstances, a trust offers numerous advantages over a will. Let's delve deeper into the benefits of trusts and … [Read more...] about The Trust Advantage: A Comprehensive Approach to Estate Planning

Digital Estate Planning: Securing Your Online Legacy

July 1, 2023 by Hunter Montgomery

digital estate planning

As technology continues to play an integral role in our lives, it's becoming increasingly important to consider the management and protection of our digital assets even after we're gone. Digital estate planning is the process of organizing and specifying the handling of your digital presence, … [Read more...] about Digital Estate Planning: Securing Your Online Legacy

Estate Contest Risk Can Be Minimized

May 30, 2023 by Hunter Montgomery

estate contest

You should seriously consider the potential pushback when you are planning your estate if you are thinking about disinheriting a child or someone else that will be expecting an inheritance. While you are certainly free to make your own decisions in this regard, you can take certain steps to … [Read more...] about Estate Contest Risk Can Be Minimized

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

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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
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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.