Do I Have to Pay Capital Gains Tax If I Sell My Home in Montana?

Since property values in Montana have skyrocketed in recent years, many clients are concerned that they will owe substantial capital gains tax if they sell their residence to move or downsize.

For many Montana homeowners, the answer is no, you don’t have t...

When and How Can a Trust be Modified?

Plans, assets, laws, and family dynamics all change over the years. Whether it has been one year or thirty years since you established your trust, you may have changed your mind on some of your decisions. Maybe your son ticked you off, and you want to give the Cadillac to somebody else. Or, the IRS Code ma...

As 2025 comes to an end, it is always a time for reflection and gratitude.

This year, we are grateful for our Charity Partner of the Year, Big Brothers Big Sisters. Their mission to serve our community through mentorship.

We are grateful to our attorneys, Keith, Jon, and Trevor, for always leading by example and showing us what it means to provide Peace of Mind ...

New Montana Property Tax Rates for Homesteads and Rentals

The 2025 Montana Legislature passed a new property tax system, which will take full effect in 2026. In general, most primary residences and long-term rentals will have lower tax bills, while short-term rentals, second homes, and commercial properties will have higher tax bills. High-value primar...