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…
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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…
Happy Holidays from our Team to your Family
As 2025 comes to an end, it is always a time for reflection and gratitude. This year, we are grateful…
New Montana Property Tax Rates for Homesteads and Rentals
New Montana Property Tax Rates for Homesteads and Rentals The 2025 Montana Legislature passed a new property tax system, which…
Long-Term Care Benefits for Veterans
Long-Term Care Benefits for Veterans Due to the exploding costs of long-term care facilities (some facilities in Great Falls have…
Changes in Tax Minimization Strategies
Changes in Tax Minimization Strategies President Trump signed the One Big Beautiful Bill (OBBB) into law on July 4, 2025.…