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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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…
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…