Blog

April 3, 2024
Montana inheritance laws

Estate Planning: Is Inheritance Marital Property in Montana?

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
Montana Farmers and Ranchers Estate Planning

Estate Planning for Farmers and Ranchers: Elder Law Tips

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
Tax Changes on Estate Planning

The Impact of Tax Changes on Estate Planning in Montana

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
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 […]