This week's blog post is a little different!
Written by our own Danica Howell, it gives a heartfelt look into not just WHAT "us Chickens" do as legal assistants, but also WHY we do what we do (hint: it has to do with our firm's Word of the Year.)
Click the link below to learn a little more about a day in the life of a legal assistant.
-------->https://montanaestatelawyer.com/lawyer/2020/09/24/The-Lighter-Side/The-Work-of-a-Legal-Assistant_bl40923.htm
MONTANAESTATELAWYER.COM
The Work of a Legal Assistant | The Montana Estate Lawyer
At Scott, Tokerud & McCarty, P.C., we take a team approach to our client's planning. This means that we work with other professionals to ensure each client's estate plan really is the best fit for them.
Click the link below to watch an interview between Keith and Dan Vuckovich, CPA, to learn more about how our team-based approach helps us create a custom estate plan for each client.
Click here --------->https://youtu.be/ZM8ZDsWdCgM
YOUTUBE.COM
Business Interests in Estate Planning with Dan Vuckovich
Did you know that, in any given year, you are just as likely to become incapacitated as you are to die?
Most people don't think about what would happen if they were to become incapacitated, let alone the cost of care that comes along with being incapacitated. Or not even incapacitated, but just unable to care for yourself as you usually would!
In the video below, Keith and Vanessa Bucklin discuss some options you can look at NOW, to reduce the cost of long-term care expenses in the future.
Take a look here -----> https://youtu.be/AWuDDyCtnxM
YOUTUBE.COM
Marketing Video Vanessa Bucklin Interview Long Term Care Planning June 2020
At Scott, Tokerud & McCarty, P.C., we have taken additional steps to ensure the health and safety of our clients and staff while still providing the same, personalized, estate planning we always have.
Watch the video below to hear how Keith and Jon are responding to Covid-19 ⬇️
YOUTUBE.COM
Scott, Tokerud & McCarty's Covid-19 Response
Many people don't like to put too much thought into what happens when you pass away, but it is something that everyone will have to face.
You can get a Funeral Director's perspective on what happens by watching our own Keith Tokerud interview Steven Schnider, a funeral home director here in Great Falls!
Click the link below to watch "What Happens When You Pass Away? An Interview with a Funeral Director"
CLICK HERE-------> https://youtu.be/EkMVPTO0m68
YOUTUBE.COM
What happens when you pass away? An Interview with a Funeral Director
Do you have a child or a grandchild with special needs? Or perhaps you have a friend with a child or grandchild with special needs.
Read Jon's latest blog post of how to protect your special beneficiaries.
I bet at least one person in your life could benefit from a Special Needs Trust!
**Click Here --->
https://montanaestatelawyer.com/lawyer/2020/06/18/Basics-of-good-planning/Important-Steps-to-Protect-Your-Special-Beneficiaries_bl40361.htm
#estateplanning #specialneeds #trustbasedplanning #lawyer
As I am sure everyone is aware, the next presidential election is coming up quick! While the impact of this election will vary from person to person, there is one thing that impacts us - taxes.
Click the link below to read Jon's thoughts on Estate Planning Strategies to Consider in an Election Year, and how this could affect your estate taxes.
[Please note: This post is shared and intended to be for informational estate planning purposes only for those who may be affected by potential tax law changes. It is not intended to be an endorsement for one political party candidate or the other.]
https://montanaestatelawyer.com/lawyer/2020/10/15/Basics-of-good-planning/Estate-Planning-Strategies-to-Consider-in-an-Election-Year_bl40994.htm
MONTANAESTATELAWYER.COM
Estate Planning Strategies to Consider in an Election Year | The Montana Estate Lawyer
If you are curious about trust-based planning and wonder why we feel it is such a good fit for most of our clients, check out these FAQs regarding trust planning.
Click here --->https://montanaestatelawyer.com/lawyer/Great-Falls-MT-Estate-Planning_fm2.htm
MONTANAESTATELAWYER.COM
Living Trusts Great Falls MT Estate Planning Lawyer Attorney Law Firm
While this blog post below may be from 2018, the information contained is no less relevant today that it was then.
Discussing end-of-life arrangements is never a conversation someone looks forward to having. However, these are your arrangements and you should be part of the conversation.
Click the link below to see some tips on how to make this conversation one that you won't dread having.
Click here -----> https://montanaestatelawyer.com/lawyer/2018/06/15/Guest-Blogs/Discussing-End-of-Life-Arrangements-With-Your-Loved-Ones_bl34639.htm
We're ready for a little joy, aren't you? #ThrowbackThursday
Even though today is the final day of Estate Planning Awareness Week, our passion for estate planning isn't ending.
Click the link below to watch Keith explain what estate planning means to him.
https://www.youtube.com/watch?v=I2YqxNKA-pw&feature=youtu.be
YOUTUBE.COM
Keith Tokerud What Estate Planning Means to Me
Today is the last day for Estate Planning Awareness Week and your last chance to sign up for the FREE webinar put on my our own, Keith Tokerud!
Click the link below to register for the FREE, 20-minutes webinar where Keith covers:
*Lifetime gifting
*Long-term care planning
*Will-based planning
*Trust-based planning
https://mailchi.mp/f797e1125356/basics-of-estate-planning-webinar
MAILCHI.MP
Basics of Estate Planning Webinar
Did you know there is more than one way in which you can own real property?
Most people feel that owning property in their own names is best, and that isn't wrong! But, there are a couple other ways in which ownership could be held.
Read what Jon has to say on How to Own Your Real Estate in Montana for some insight into the benefits of alternative property ownership.
https://montanaestatelawyer.com/lawyer/2020/10/22/Basics-of-good-planning/How-to-Own-Your-Real-Estate-in-Montana_bl41025.htm
Estate Planning Awareness Week continues!
But don't miss your chance to get the FREE webinar where Keith discusses both the basics of estate planning and his philosophy on making planning meaningful and successful.
Click below to register for the FREE 20-minute webinar!
https://mailchi.mp/f797e1125356/basics-of-estate-planning-webinar
MAILCHI.MP
Basics of Estate Planning Webinar
What is the definition of Estate Planning?
According to the American Bar Association at AmericanBar.org, Estate Planning is defined as: "A process by which an individual designs a strategy and executes a will, trust agreement, or other documents to provide for the administration of his or her assets upon his or her incapacity or death. Tax and liquidity planning are part of this process."
While that is accurate, I think Jon explains it a little better. Watch the video below where Jon explains what Estate Planning means to him.
Click here -------> https://www.youtube.com/watch?v=GZ1v56f3H4Y&feature=youtu.be
YOUTUBE.COM
Jon McCarty What Estate Planning Means
THU, JAN 14 AT 1:30 PM MST
How to Protect the Family Farm or Ranch (Webinar)
As you may recall, last year, our word of the year was "Purpose". It really helped to bring us back around and remember why we do what we do here at Scott, Tokerud & McCarty, P.C.
This year, our word of the year is "Me", meaning we will each make a concentrated effort to take time for ourselves, in order to be the best we can be for our clients and our families.
What is your word of the year for 2021?
Can you believe 2020 is almost over (FINALLY)!?
We can't wait to see all our clients and their families in 2021.
Have a happy and safe New Year's Eve 🥳
(Click below to see just how much time is left in 2020 ⬇️)
TIMEANDDATE.COM
2021!
Wishing you and your families a safe and happy holiday!
Our office will be closing at 3:00 pm today (Christmas Eve) and we be closed on Christmas day.
THU, JAN 14 AT 1:30 PM MST
How to Protect the Family Farm or Ranch (Webinar)
As the holiday season continues, (did you know, there are 14 different religious holidays between November 20th and January 24th?!) it is important to remember the reason for the season.
Take a few minutes to read Jon's latest blog post on Giving to Charity. It is well worth the time ❤️
https://montanaestatelawyer.com/lawyer/2020/12/17/Lessons-From-the-Cinema/Giving-to-Charity-_bl41293.htm
MONTANAESTATELAWYER.COM
Giving to Charity | The Montana Estate Lawyer
If you have been wondering about Estate Planning and what all it entails, check out our Estate Planning FAQs page on our website!
You can click the link below to see answers to the following questions:
1. What is Estate Planning?
2. Why is it important to establish an estate plan?
3. What does my estate include?
4. How do I name a guardian for my children?
5. What estate planning documents should I have?
https://montanaestatelawyer.com/lawyer/Great-Falls-MT-Estate-Planning_fm1.htm
MONTANAESTATELAWYER.COM
Estate Planning Great Falls MT Estate Planning Lawyer Attorney Law Firm
There can be lots of questions when it comes to estate planning, especially when you get into trust-based planning.
In this short video, Jon S. McCarty explains what the term "Grantor Trust" means and how it may apply to your estate plan.
Check it out by clicking here ----->https://youtu.be/LcX_WNAXjdA
YOUTUBE.COM
What does "Grantor Trust" mean?
As we have mentioned briefly before, our office has teamed up with Special Olympics Montana as our Charity Partner of the Year.
Special Olympics Montana is an amazing organization that we are so very excited to work with! You can learn more about Special Olympics by clicking on our most recent blog post below, which includes a video on the history of Special Olympics, founded by Eunice Kennedy Shriver, and a video from Special Olympics Montana.
https://montanaestatelawyer.com/lawyer/2021/01/28/Charity-Partner-of-the-Year/Our-Charity-Partner-of-the-Year_bl41372.htm
MONTANAESTATELAWYER.COM
Our Charity Partner of the Year | The Montana Estate Lawyer
Did you know today is National Banana Bread Day? Well, now you do!
In honor of National Banana Bread Day, here is a really simple (and really yummy) banana bread recipe:
Ingredients:
--2 large (overly) ripe bananas
--1/3 cup olive oil
--1/2 cup honey
--1/2 cup instant oats
--1 3/4 cup whole wheat flour
--2 eggs
--1/4 cup milk (of choice)
--2 tsp baking powder
--2 tsp cinnamon
--1 tsp vanilla extract
--Pinch of salt
Directions:
1. Preheat oven to 320°F
2. Using a stand mixer, hand-held mixer, or simply a fork, mix together all ingredients until only slightly lumpy
3. Pour batter into greased loaf pan and bake for about 1 hour
4. Enjoy!
Chances are, you know of someone who has had to deal with with Probate process (or maybe you have yourself!).
There is a lot to learn about the process and the steps it entails, but, click the link below to read some of the most frequently asked questions regarding the Probate process.
https://montanaestatelawyer.com/lawyer/2021/01/14/Trust-and-Estate-Administration/Probate-Administration---Frequently-Asked-Questions-_bl41362.htm
MONTANAESTATELAWYER.COM
Probate Administration - Frequently Asked Questions | The Montana Estate Lawyer
