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  • 10 Pinckney Colony Road, Suite #402 Bluffton, SC 29910

Montgomery Law Firm, LLC

Your Trusted Estate Attorney in Bluffton, SC

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Posts by category

  • Category: Asset Protection
    • Asset Protection Is a Must for Small Business Owners
  • Category: Attorney
    • Business Succession Planning May Be Easier than You Think
  • Category: Business succession
  • Category: Elder Law
    • 2022 Medicaid Spousal Allowance Updates
    • These Unexpected Expenses Can Destroy Your Legacy
    • Life Care Planning: Preparations for the Eventualities of Aging
    • In-Home Care Plan Can Include Medicaid Waiver
    • This Looming Expense Can Consume Your Legacy
    • Hilton Head In-Home Care Costs Skyrocketed in 2021
    • Medicaid Planning in South Carolina: Things You Need to Know
    • A Medicaid Trust Can Keep Assets in the Family
    • A Look at Veterans Pension Benefits for 2022
    • Elder Law Insight: Sandwich Generation Members Face Challenges
    • Is Long-Term Care Insurance a Good Purchase?
    • Don’t Overlook Incapacity Planning
  • Category: Estate Administration
    • Why Avoid Probate?
  • Category: Estate Planning
    • How Is a Probate Estate Settled?
    • Legacy Planning: What Is It and What You Need to Know
    • Is Every Inheritance Subject to Probate?
    • Bloomberg Tax: Estate Tax Exclusion Will Rise Significantly in 2023
    • What Documents Are In a Complete Estate Plan?
    • Can Medicaid Take Your Home If You Need Nursing Home Care?
    • Don’t Make These Common Estate Planning Errors
    • Will My Heirs Pay Capital Gains Taxes?
    • DIY Estate Planning Can Cause Family Feuds
    • What Is Probate and Why Do People Avoid It?
    • An Overview of the Federal Gift Tax
    • Will Your Estate Be Challenged?
    • Is a Life Estate a Good Way to Transfer Home Ownership?
    • How Can You Limit Your Estate Tax Exposure?
    • Is a Simple Will the Right Asset Transfer Vehicle?
    • Assert Your Choices to Prevent a Guardianship
    • Are You Required to Report an Inheritance as Taxable Income?
    • Living Trust Administration: Choosing a Trustee
    • Estate Recovery and the Supplemental Needs Trust
    • Avoid These Costly Inheritance Planning Missteps
    • Prince Estate Case Underscores the Risks of Intestacy
    • Have You Checked All These Estate Planning Boxes?
    • Is Probate a Good Thing?
    • Can You Change Your Mind and Terminate a Trust?
    • Estate Planning: Use the Right Tool for the Job
    • Are There Different Types of Wills and Trusts?
    • Use These Questions to Initiate the Estate Planning Process
    • Changing “Irrevocable” Trusts Through Use of a Trust Protector
    • Changing “Irrevocable” Trusts Through Decanting
    • Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
    • Is Your Estate Plan Outdated?
    • Dangers of Do-It-Yourself Estate Planning
    • Trust Distribution Standards May Be Very Broad
    • Revocable Trusts Are Not Always Treated the Same as an Individual
    • Roth IRAs Can Be a Great Planning Strategy: Advanced
    • Roth IRAs Can Be a Great Planning Strategy: Basics
    • ABLE Accounts Complement Special Needs Trusts
    • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
    • The Role of the Estate Planning Attorney
    • How to Dispose of “Stuff”
    • Using Disclaimers to Achieve Client Goals: Double Disclaimers
    • Using Disclaimers to Achieve Client Goals
    • “Last Will and Testament” Origin
    • Beneficiary Designations and the SECURE Act: Prior Designations
    • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
    • Beneficiary Designations and the SECURE Act Basics
    • Beneficiary Designations
    • Joint Tenancy Problems in Estate Planning
    • Starting the New Year Right
    • Updating Your Plan: Beneficiary Designations
    • Updating Your Plan: Your Trust or Will
    • Updating Your Plan: Powers of Attorney
    • Estate Planning for Blended Families
    • Fair Isn’t Always Equal and Vice Versa
    • Inheritance Planning Missteps Can Be Costly
    • Staying Current is Especially Important in the Pandemic
    • A Step-by-Step Approach to Estate Planning
    • Generational Wealth is Key to Leveling the Playing Field
    • Three Reasons to Use a Revocable Living Trust
    • Aging, Alzheimer’s & Incapacity
    • Leaving Assets Can Be Tricky – Part 3
    • Four Reasons to Use a Trust Instead of a Will
    • Leaving Assets Can Be Tricky – Part 2
    • Leaving Assets Can Be Tricky
    • Consider a Shared Living Trust
    • Debunking Myths About Trusts
    • The Basics: Powers of Attorney for Healthcare
    • The Anatomy of a Basic Estate Plan
    • IRAs and Inheritance Planning
    • The Basics: Financial Power of Attorney
    • Why Is a Trust Better Than a Will?
    • Trust Administration: A Primer
    • Shrunken Asset Values Open Estate Planning Opportunities
    • Families Gather in Novel Ways in Pandemic
  • Category: Estate Planning
    • Probate 101
    • Estate Planning Guardrails for Spendthrift Heirs
    • Do You Pay Capital Gains Taxes When You Receive an Inheritance?
    • These Estate Planning Myths Lead to Bad Decisions
    • Don’t Look Past These Estate Planning Details
    • Self- Service Estate Planning Can Yield Negative Outcomes
    • What Are the Rules for Inherited IRAs?
    • What Is the Gift Tax Exclusion in 2022?
    • How Can You Leave an Inheritance to a Minor?
    • These Three Estate Plan Details Are Easy to Overlook
    • Inheritance Planning: How Can You Protect a Spendthrift
    • Do You Need a Lawyer to Plan Your Estate?
    • Survey: Two-Thirds of Americans Don’t Have Estate Plans
    • Can You Include Your Pet In Your Estate Plan?
    • Is Your Estate Plan Incomplete?
    • Estate Planning Misconceptions Lead to Costly Mistakes
    • Millennials Should Have Estate Plans in Place
    • When Would a Trust Be Preferable to a Will?
    • Tax Proposals Could Alter Estate Planning Landscape
    • Inheritance Planning for People With Disabilities
    • Review Your Estate Plan in 2021
    • Show Your Thanksgiving Gratitude With a 529 Savings Plan
  • Category: Financial Planning
    • The Core Four Estate Planning Questions
  • Category: Legal Education
  • Category: Retirement Planning
    • SECURE Act 2.0 Provisions Are in 2023 Omnibus Appropriations Bill
    • Social Security COLA in 2022 Should Please Seniors
  • Category: Uncategorized
    • Three Reasons to Use a Trust Instead of a Will

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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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Suite #402
Bluffton, SC 29910

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