Blog
April 3, 2024
Many families must financially plan for a disabled child – and that involves careful consideration of their future needs and financial security. Trusts, ABLE accounts, wills, […]
April 3, 2024
When you receive an inheritance in Montana, it’s immediately classified as separate property (not marital property). This classification is crucial for estate planning and managing assets […]
March 19, 2024
Introduction Montana’s heartland is at a crossroads, with its aging farmers and ranchers facing the critical task of passing on their legacies (hopefully through well-prepared […]
March 19, 2024
In Montana, tax changes are on the horizon. This situation puts estate planning in the spotlight. The Tax Cuts and Jobs Act (TCJA) provisions are nearing […]
March 19, 2024
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 […]