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Attorneys and Counselors based in Great Falls, Montana

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Montana Estate Lawyers
Great Falls, Montana, Estate Planning Law Firm
Montana Estate Lawyers
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  • Home
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    • Estate Planning
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Author Archives: Montana Estate Lawyers, P.C.

Mar212024
The American Health Care Act (AHCA) and its Potential Effect on Medicaid

What Legal Steps Should I Take Before a Major Procedure?

Blog, Estate PlanningMarch 21, 2024

What Legal Steps Should I Take Before a Major Procedure? What Legal Steps Should I Take Before a Major Procedure?…

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Jan182024
Estate Tax Exemption and Annual Gift Tax Exclusion for 2023

New Corporate Transparency Act Reporting Obligations for Small Business Owners

Blog, Estate PlanningJanuary 18, 2024

New Corporate Transparency Act Reporting Obligations for Small Business Owners The Corporate Transparency Act was established by Congress for the…

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Jan52024
Your Estate Plan – It’s Not Just About Your Assets, It’s About Your Legacy

Estate Planning with a Team-Based Approach

Blog, Estate Administration, Estate Planning, Special Needs PlanningJanuary 5, 2024

Giving to Charity Estate planning with a team-based approach Several years ago, I enjoyed reading the book, “The Boys in…

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Dec212023
Giving to Charity

Giving to Charity

Blog, Charity PartnerDecember 21, 2023

Giving to Charity Giving to Charity We are all blessed to live in a giving community. Over the years, I…

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Aug172023
If A Decedent Dies Without A Will, How Are The Assets Distributed?

The Value of Using Irrevocable Trusts in Medicaid Planning

Blog, Elder Law, MedicaidAugust 17, 2023

The Value of Using Irrevocable Trusts in Medicaid Planning People often wonder about the value of using irrevocable trusts in…

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Jul202023
Standalone IRA Beneficiary Trusts for Inherited IRAs

Planning Checklist For Those Assisting Elderly Family Members

Blog, Estate PlanningJuly 20, 2023

Planning Checklist For Those Assisting Elderly Family Members I gave a presentation a few years ago at a local assisted…

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