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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
  • Practice Areas
    • Estate Planning
    • Estate Administration
    • Elder Law
  • Webinars/Seminars
  • Resources
    • Blog
    • FAQs
    • Newsletters
    • Videos
    • Client Forms
    • Client Portal Login
    • Online Payments
  • About
  • Contact

Category Archives: Estate Planning

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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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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Jun152023
Myth: A Will Avoids Probate

2023 Montana Legislation Changes – How will it Impact Estate Planning Going Forward

Blog, Estate PlanningJune 15, 2023

2023 Montana Legislation Changes – How will it Impact Estate Planning Going Forward The 2023 Montana Legislature enacted several bills…

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Mar162023
Does equal mean fair in estate planning?

Why Updating Beneficiary Designations is Important

Blog, Estate PlanningMarch 16, 2023

Why Updating Beneficiary Designations is Important Beneficiaries are an important part of wills and trusts, but beneficiary designations can become…

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Jan192023
Montana Estate Lawyers, P.C.

Our Story: New Name, Same Values

Blog, Estate Planning, Firm NewsJanuary 19, 2023

Our Story: New Name, Same Values The story of our law firm begins in 1946 when Bill Scott came back…

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