What Legal Steps Should I Take Before a Major Procedure?
What Legal Steps Should I Take Before a Major Procedure? What Legal Steps Should I Take Before a Major Procedure?…
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New Corporate Transparency Act Reporting Obligations for Small Business Owners
New Corporate Transparency Act Reporting Obligations for Small Business Owners The Corporate Transparency Act was established by Congress for the…
Estate Planning with a Team-Based Approach
Giving to Charity Estate planning with a team-based approach Several years ago, I enjoyed reading the book, “The Boys in…
Planning Checklist For Those Assisting Elderly Family Members
Planning Checklist For Those Assisting Elderly Family Members I gave a presentation a few years ago at a local assisted…
2023 Montana Legislation Changes – How will it Impact Estate Planning Going Forward
2023 Montana Legislation Changes – How will it Impact Estate Planning Going Forward The 2023 Montana Legislature enacted several bills…
Why Updating Beneficiary Designations is Important
Why Updating Beneficiary Designations is Important Beneficiaries are an important part of wills and trusts, but beneficiary designations can become…