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…
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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…
Our Story: New Name, Same Values
Our Story: New Name, Same Values The story of our law firm begins in 1946 when Bill Scott came back…
New Year’s Resolutions
New Year’s Resolutions We all make New Year’s resolutions. Losing weight, exercising, learning a new language . . . .…