Montgomery Law Firm, LLC

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How to Protect Your Estate From Delays and Disputes: Estate administration should move forward in an orderly and predict...
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 […]

The post How to Protect Your Estate From Delays and Disputes appeared first on Montgomery Law Firm, LLC.

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

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 req...
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 […]

The post Do You Need a Trust If You Own a Home? appeared first on Montgomery Law Firm, LLC.

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...

These Celebrity Estate Planning Missteps Can Be Instructive: Celebrity estate disputes and mistakes make headlines becau...
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 […]

The post These Celebrity Estate Planning Missteps Can Be Instructive appeared first on Montgomery Law Firm, LLC.

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

Trust Administration vs. Probate: You Be the Judge: When someone dies, their assets do not automatically pass to heirs. ...
03/15/2026

Trust Administration vs. Probate: You Be the Judge: When someone dies, their assets do not automatically pass to heirs. A legal process must go into motion to transfer ownership, resolve outstanding obligations, and carry out final instructions. In South Carolina, that process typically takes one of two forms: probate or trust administration. Both […]

The post Trust Administration vs. Probate: You Be the Judge appeared first on Montgomery Law Firm, LLC.

When someone dies, their assets do not automatically pass to heirs. A legal process must go into motion to transfer ownership, resolve outstanding

How to Stop Heirs From Blowing Their Inheritance: If you have accumulated meaningful assets, you may worry about how tho...
03/01/2026

How to Stop Heirs From Blowing Their Inheritance: If you have accumulated meaningful assets, you may worry about how those assets will be handled after your death. Many people ask, sometimes bluntly, how to stop heirs from blowing their inheritance. The concern is not rooted in distrust or control. Instead, it reflects an […]

The post How to Stop Heirs From Blowing Their Inheritance appeared first on Montgomery Law Firm, LLC.

Many people ask, sometimes bluntly, how to stop heirs from blowing their inheritance. Fortunately, this is possible with the right planning.

Special Needs Planning Can Preserve Essential Benefits: Families in Bluffton often share the same worry. They want to su...
02/15/2026

Special Needs Planning Can Preserve Essential Benefits: Families in Bluffton often share the same worry. They want to support a disabled loved one, but they fear doing something that disrupts benefits. That concern makes sense. SSI and Medicaid rules can feel confusing, and the programs often cover care that families cannot replace […]

The post Special Needs Planning Can Preserve Essential Benefits appeared first on Montgomery Law Firm, LLC.

Special needs planning gives you a way to help out a loved one with a disability without putting essential benefits at risk.

Are There Different Types of Trusts?: There are a lot of misconceptions about trusts. As a result, many people make poor...
02/01/2026

Are There Different Types of Trusts?: There are a lot of misconceptions about trusts. As a result, many people make poor decisions because of a lack of understanding. The single most important starting point about trusts is this: there are different types of trusts that satisfy varying objectives. In this post, […]

The post Are There Different Types of Trusts? appeared first on Montgomery Law Firm, LLC.

The single most important starting point about trusts is this: there are different types of trusts that satisfy varying objectives.

Legacy Planning Strategies for Modern Families: When you think about your family’s future, you want more than just finan...
01/15/2026

Legacy Planning Strategies for Modern Families: When you think about your family’s future, you want more than just financial security. You want peace of mind knowing that your loved ones will be cared for, your assets will be protected, and your legacy will reflect your values. That’s where legacy planning comes […]

The post Legacy Planning Strategies for Modern Families appeared first on Montgomery Law Firm, LLC.

When you think about your family’s future, you want more than just financial security. You want peace of mind knowing that your loved ones will be cared

2026 Estate Tax Exclusion Reaches a New High: As the new year rolls in, we will see some changes to parameters that impa...
01/01/2026

2026 Estate Tax Exclusion Reaches a New High: As the new year rolls in, we will see some changes to parameters that impact government benefits and taxation thresholds. From our perspective in the inheritance planning field, all eyes are on the estate tax exemption level that will be in place for the coming […]

The post 2026 Estate Tax Exclusion Reaches a New High appeared first on Montgomery Law Firm, LLC.

Now that we are there, the 2026 estate tax exclusion has been established. It is building on the record high level.

What’s a Blind Trust?: Estate planning introduces you to financial tools you might never encounter elsewhere. Some of th...
12/15/2025

What’s a Blind Trust?: Estate planning introduces you to financial tools you might never encounter elsewhere. Some of them sound mysterious, and a “Blind Trust” is one of those terms that raises eyebrows. It conjures images of secrecy and control, yet it’s a legitimate legal structure with a very […]

The post What’s a Blind Trust? appeared first on Montgomery Law Firm, LLC.

A blind trust is a legal arrangement where the person who owns assets, the grantor, transfers management authority to a trustee.

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10 Pinckney Colony Road Suite #400
Bluffton, SC
29909

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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+18438158580

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