Montgomery Law Firm, LLC

10/08/2026

POD Accounts: Efficient Tool or Enticing Trap?: When you think about your estate, you may naturally look for ways to make transferring assets to your loved ones simple and direct. With this in mind, many financial institutions offer payable-on-death (POD) accounts, also known as Totten trusts or transfer-on-death accounts, as an effortless […]

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While this simplicity makes POD accounts appealing, relying on them as a primary estate planning strategy introduces significant risks.

10/01/2026

Can I Still Receive Income From a Medicaid Trust?: As you age, the likelihood of needing help with daily living activities, whether through home care assistance, assisted living, or nursing home care, increases significantly. Long-term care is expensive, so paying for care out of pocket can easily drain a lifetime of savings in a […]

The post Can I Still Receive Income From a Medicaid Trust? appeared first on Montgomery Law Firm, LLC.

Creating a Medicaid trust allows you to protect your home and savings while remaining within state asset limits.

09/15/2026

Who Manages My Living Trust If I Get Alzheimer’s?: The Bluffton, South Carolina area has long been a cherished haven for retirees seeking coastal beauty, historic charm, and an active Lowcountry lifestyle. While planning for a peaceful retirement in Sun City, Palmetto Bluff, or Rose Dhu Creek usually focuses on leisure and property preservation, […]

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Who manages your living trust if you become incapacitated? The successor trustee that you name when you create the trust assumes the role.

07/01/2026

Can a Trust Own a Life Insurance Policy?: You probably think of a life insurance policy as something you own personally. After all, you applied for it, you pay the premiums, and when you die, the money goes to your family. That’s how most policies work. What surprises many people is that this […]

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A trust can own a life insurance policy instead, and for the right family, that change in ownership makes a meaningful difference.

06/09/2026

One of the biggest threats to a family's financial security today isn't taxes, market volatility, or even poor planning; it's fraud and scams.

Every month, scammers become even more sophisticated. They target retirees, business owners, parents, grandparents, and even young adults. A single scam can undo years of hard work and savings.

The IRS has released its annual "Dirty Dozen" list of common tax scams and fraud schemes. While many people think these scams only happen to "someone else," I've seen firsthand how intelligent, careful people can become victims.

Take a few minutes to review the list and share it with family members, especially parents, grandparents, and young adults who may not recognize the warning signs.

Protecting your legacy isn't just about having the right estate plan. It's also about protecting what you've built from those who want to steal it.

What scam concerns you the most right now?



https://www.irs.gov/newsroom/dirty-dozen-tax-scams-for-2026-irs-reminds-taxpayers-to-watch-out-for-dangerous-threats

05/15/2026

How to Protect Your Estate From Delays and Disputes: Estate administration should move forward in an orderly and predictable way. Unfortunately, that outcome does not happen automatically. Delays and disputes often arise when estate plans lack clarity, when documents conflict, or when key decisions remain undocumented. You can avoid many of these problems and […]

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You can avoid many of the problems that can present themselves and protect your estate through careful planning.

05/01/2026

Do You Need a Trust If You Own a Home?: Do you need a trust if you own a home? Strictly speaking, no, a trust is not required. But from a practical estate planning perspective, it can be quite beneficial on a number of different levels. How Homeownership Changes the Estate‑Planning Equation Owning a home […]

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Do you need a trust if you own a home? Strictly speaking, no, a trust is not required. But from a practical estate planning perspective...

04/01/2026

These Celebrity Estate Planning Missteps Can Be Instructive: Celebrity estate disputes and mistakes make headlines because the numbers are large and the names are familiar. Still, the underlying problems are not unique to fame or fortune. The same planning gaps that derail celebrity estates affect business owners, retirees, and families in Bluffton every […]

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Celebrity estate mistakes make headlines because the numbers are large and the names are familiar, but we can all learn from them.