Blog

August 19, 2024
Montana Taxes for Retirees (A 2024 Tax Guide for Retirees)

Montana Taxes for Retirees (A 2024 Tax Guide for Retirees)

Introduction: Montana Taxes for Retirees  Montana taxes for Retirees are favorable in that there is no sales tax and low property taxes, but one should prepare […]
August 19, 2024
Probate in Montana

Probate in Montana: Everything You Need to Know

Introduction to Probate in Montana Probate in Montana is the legal process of validating a deceased person’s will, settling their debts, and distributing their assets according […]
August 19, 2024
When Should I Hire an Elder Law Attorney

When Should I Hire an Elder Law Attorney

Introduction: Expertise From an Elder Law Attorney When should you hire an elder law attorney? If you’re facing complex Medicaid planning, long-term care decisions, or need […]
July 15, 2024

Retirement Savings Strategies for Seniors 

Retirement Savings Strategies for Seniors: Big Picture To maximize your retirement savings as a senior, focus on maximizing contributions to your 401(k) and IRA, utilize catch-up […]
July 15, 2024
How Are Survivorship Life Insurance Policies Helpful in Estate Planning

How Are Survivorship Life Insurance Policies Helpful in Estate Planning

Survivorship Life Insurance Policies Survivorship life insurance policies are helpful in estate planning by providing a substantial death benefit that can cover estate taxes, facilitate asset […]