How Much Money Can I Give to My Kids Tax Free Each Year?
One of the simplest and most effective estate planning strategies is making lifetime gifts. But, many folks are worried about the tax…
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Owning Property in Other States: Unexpected Legal Issues
Owning Property in Other States: Unexpected Legal Issues Many Montanans own property beyond our state lines — a snowbird condo in Arizona, family farmland…
Keeping It In The Family – How To Protect Assets From In-Laws.
Keeping It In The Family – How To Protect Assets From In-Laws. One of the biggest concerns for many parents is “if my child gets divorced, will their…
Do I Have to Pay Capital Gains Tax If I Sell My Home in Montana?
Do I Have to Pay Capital Gains Tax If I Sell My Home in Montana? Since property values in Montana…
I’ve Got My Estate Planning Documents, Now What Do I Do With Them?
I’ve Got My Estate Planning Documents, Now What Do I Do With Them? Graduation day. Your wedding. The birth of…
When and How Can a Trust be Modified?
When and How Can a Trust be Modified? Plans, assets, laws, and family dynamics all change over the years. Whether…