Scott, Tokerud & McCarty, P.C. is open and ready to serve clients. Currently, we are scheduling in-person meetings. We continue to offer remote meetings and document signings via Zoom, GoToMeeting, conference calls, and drive-up notaries. You may continue to contact us at our office by calling 406-727-2200 or by emailing a member of our Team. Good planning starts with taking the time to really understand your goals and concerns.
Our estate planning process, the Peace of Mind Advantage, is designed to allow us to work with you and your other advisors in an organized and efficient manner to help you implement planning that is uniquely suited for you and your family. The attorneys at Scott, Tokerud & McCarty, P.C., serve all of Montana from our offices in Great Falls, Montana.
Contact our attorneys to discuss how we can work together to give you the confidence and peace of mind that can come from planning well for your family's future. Our law firm, attorneys and lawyers handle matters throughout Montana (MT), including Billings, Bozeman, Great Falls, Havre, Helena, Kalispell, Lewistown, Livingston, Missoula, Shelby and Whitefish.
Our estate planning process, the Peace of Mind Advantage, is designed to allow us to work with you and your other advisors in an organized and efficient manner to help you implement planning that is uniquely suited for you and your family. The attorneys at Scott, Tokerud & McCarty, P.C., serve all of Montana from our offices in Great Falls, Montana.
Contact our attorneys to discuss how we can work together to give you the confidence and peace of mind that can come from planning well for your family's future. Our law firm, attorneys and lawyers handle matters throughout Montana (MT), including Billings, Bozeman, Great Falls, Havre, Helena, Kalispell, Lewistown, Livingston, Missoula, Shelby and Whitefish.
Services
About Us
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At Scott, Tokerud & McCarty, P.C., our main goal is finding total solutions to our clients' issues.
We use our Peace of Mind Advantage estate planning process to assist our clients in situations that might otherwise seem overwhelming by guiding them though the process of discovering their unique answers to some of life's hardest questions.
Though situations vary, often our clients are struggling with making hard decisions regarding the control and distribution of their estates, being able to exit their businesses, taking care of themselves and their loved ones and minimizing taxes and fees.
We use our Peace of Mind Advantage estate planning process to assist our clients in situations that might otherwise seem overwhelming by guiding them though the process of discovering their unique answers to some of life's hardest questions.
Though situations vary, often our clients are struggling with making hard decisions regarding the control and distribution of their estates, being able to exit their businesses, taking care of themselves and their loved ones and minimizing taxes and fees.
Practice Areas
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While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.
Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
If you become incapacitated, you won't be able to manage your own financial affairs.
Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated.
Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
If you become incapacitated, you won't be able to manage your own financial affairs.
Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated.
Elder Law
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The high cost of long-term care has made planning a critically important issue for most middle class seniors and their families.
In fact, most seniors will likely require some form of long-term care.
Sadly, many of them are unprepared for the significant financial burdens it places on their family's hard earned savings.
Financial devastation looms large for a family facing ongoing care.
While some seniors are able to afford private pay care, the cost of long-term care will wipe out savings of all but the wealthiest families in a matter of years.
In fact, most seniors will likely require some form of long-term care.
Sadly, many of them are unprepared for the significant financial burdens it places on their family's hard earned savings.
Financial devastation looms large for a family facing ongoing care.
While some seniors are able to afford private pay care, the cost of long-term care will wipe out savings of all but the wealthiest families in a matter of years.
Advanced Estate Planning
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You've worked hard your whole life to provide for your family and make your loved ones more secure.
Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.
Our firm assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.
Without advanced estate planning strategies, much of the significant assets you have accumulated may end up with the IRS and state taxing authorities.
Our firm assists affluent families with such sophisticated planning strategies as Family Limited Partnerships or Limited Liability Companies, Personal Residence Trusts, Irrevocable Life Insurance Trusts and a wide range of charitable gifting techniques to reduce Federal Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.
Probate / Estate Administration
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When a loved one passes away, his or her estate often goes through a court-managed process called probate or estate administration where the assets of the deceased are managed and distributed.
If your loved-one owned his or her assets through a well drafted and properly funded living trust, it is likely that no court-managed administration is necessary, though the successor trustee needs to administer the distribution of the deceased's assets.
The length of time needed to complete the probate of an estate depends on the size and complexity of the estate and the local rules and schedule of the probate court.
If your loved-one owned his or her assets through a well drafted and properly funded living trust, it is likely that no court-managed administration is necessary, though the successor trustee needs to administer the distribution of the deceased's assets.
The length of time needed to complete the probate of an estate depends on the size and complexity of the estate and the local rules and schedule of the probate court.
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