Blog

March 19, 2024
Estate Planning charity tax

Charitable Giving Through Estate Planning: Options for Montanans

Charitable giving within estate planning offers Montanans a powerful way to create a lasting legacy that extends beyond their lifetime. This approach reflects personal values and […]
March 19, 2024

Medicaid Planning in Montana: Strategies for Seniors (2024)

Medicaid planning is crucial for Montana seniors facing the complexities of long-term care costs. This guide shines a light on navigating Medicaid’s eligibility criteria, offering strategies […]
March 19, 2024
Advance Healthcare Directives

The Importance of Advance Healthcare Directives in Montana

Advance healthcare directives give you control over your medical care if you can’t speak for yourself. In Montana, these are your voice during critical times. This […]
February 18, 2024

Montana Estate and Trust Administration: A Guide for Families

Navigating Montana estate and trust administration can be a daunting task for families. This guide aims to demystify the process, providing essential insights into the duties […]
February 18, 2024
Montana's State Tax Filing

The Impact of Montana’s State Tax Filing Changes on Seniors

Montana’s state tax filing changes mark a significant shift in how the elderly will manage their finances. These adjustments, aimed at simplifying the tax code and […]