EP. 7 : Natalie Black at Worden T...
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EP. 7 : Natalie Black at Worden Thane P.C. | Lets Talk Wealth Podcast hosted by Robert Montes & Josie Allred
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Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® an... by Robert Montes

Episode notes

Estate Planning Basics with Attorney Natalie Black (Worden Thane) | Wills, Trusts, Probate & Powers of Attorney (Note : Not official legal advise)

On this episode of Lets Talk Wealth Podcast, host Robert and co-host Josie talk with Natalie Black, a partner at Missoula law firm Worden & Thane, about her path from law school intern to partner and her “work hard, play hard” philosophy. Natalie explains core estate-planning documents—wills, trusts, powers of attorney, and living wills—why powers of attorney matter even for young adults, and how failing to plan can trigger costly guardianship/conservatorship proceedings. The conversation covers probate in Montana, strategies to avoid it (beneficiary designations, joint ownership, transfer-on-death deeds, and trusts), and why beneficiary designations can override a will. They compare Mont ... 

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