Estate Planning Attorneys in Bozeman, MT

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List of Firms

Top Bozeman, MT Estate Planning Law Firms

Montana Business Law
5 out of 5
Location 1924 Stevens St Suite 101, Bozeman, MT 59718, USA
Phone (406) 551-6080
Language http://mtbusinessattorney.com/
Directions
Cook Phelan Attorneys at Law
4 out of 5
Location 389 S Ferguson Ave Suite 205, Bozeman, MT 59718, USA
Phone (406) 924-3410
Language https://www.cooklawmt.com/
Directions
Browning, Kaleczyc, Berry & Hoven, P.C.
4 out of 5
Location 801 W Main St, Bozeman, MT 59715, USA
Phone (406) 585-0888
Language http://www.bkbh.com/
Directions
Stuart Whitehair P.C.
5 out of 5
Location 2123 Durston Rd #17, Bozeman, MT 59718, USA
Phone (406) 587-4200
Language https://www.stuartwhitehairlaw.com/
Directions
Morgan & Morgan
5 out of 5
Location 5 W Mendenhall St Suite 235, Bozeman, MT 59715, USA
Phone (406) 602-6300
Language https://www.forthepeople.com/bozeman/?utm_source=GMB&utm_medium=local&utm_campaign=BozemanMTGMB
Directions
Stusek Law Firm Pc
4 out of 5
Location 2101 Durston Rd ste 3, Bozeman, MT 59718, USA
Phone (406) 551-2700
Language https://stuseklawfirm.com/
Directions
Cusick, Farve, Mattick & Refling, P.C.
Location 517 S 22nd Ave STE 5, Bozeman, MT 59718, USA
Phone (406) 587-5511
Language https://www.cmrlawmt.com/
Directions
Estate Planning Lawyers in Bozeman, MT

Where Estate Planners in Bozeman, MT Serve

Bozeman, MT is a charming city nestled in the heart of the Rocky Mountains. With its stunning natural beauty and vibrant culture, it's no wonder that this city is a popular destination for tourists and locals alike. Some of the most iconic landmarks in Bozeman include the Museum of the Rockies, the Bridger Bowl Ski Area, and the Gallatin County Courthouse. These landmarks are a testament to the city's rich history and unique character. When it comes to employment, Bozeman is home to a number of top employers, including Montana State University, Bozeman Health, and Oracle. These companies provide a wide range of job opportunities for residents and contribute to the city's thriving economy. Bozeman is also well-connected by major highways and streets, including Interstate 90, US Route 191, and Main Street. These thoroughfares make it easy to travel to and from the city, as well as navigate within its borders.

Financial Services Related to Estate Planning in Bozeman, MT

Banks and Credit Unions

Residents of Bozeman, MT can benefit from a bank in several ways. For instance, a bank can offer various financial services such as savings accounts, checking accounts, and loans to help residents manage their finances effectively. Additionally, a bank can provide investment opportunities and financial advice to help residents grow their wealth. Bozeman, MT is a city with a thriving tourism industry, which means that many residents might need access to foreign currency exchange services. A bank can offer this service to help residents who frequently travel abroad. Furthermore, Bozeman, MT is known for its outdoor activities, such as skiing and hiking. A bank can provide services that cater to the needs of outdoor enthusiasts, such as loans for outdoor gear or credit cards with rewards for outdoor activities. Overall, a bank can provide valuable financial services to residents of Bozeman, MT and help them achieve their financial goals.

Insurance Broker

Residents of Bozeman, MT can benefit from the services of an insurance broker in a number of ways. For starters, an insurance broker can help them navigate the complex world of insurance policies and find the coverage that best suits their needs. This is particularly important in Bozeman, where the harsh winter weather can pose a significant risk to homes and vehicles. An insurance broker can help residents find policies that provide adequate protection against snow and ice damage, as well as other common hazards like wildfires and flooding. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or negotiating better rates with insurance providers. With the help of an insurance broker, residents of Bozeman can feel confident that they are protected against the unexpected and can focus on enjoying all that this beautiful city has to offer.

Retirement Planning

Residents of Bozeman, MT can benefit from the services of a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account their unique financial situation and goals. Bozeman, MT is known for its high cost of living, which can make it challenging for retirees to make ends meet. A retirement planner can help residents of Bozeman, MT navigate the complex financial landscape and make informed decisions about their retirement savings and investments. They can also help retirees plan for unexpected expenses, such as healthcare costs or home repairs, which can quickly deplete their savings. Additionally, a retirement planner can provide guidance on Social Security benefits, tax planning, and estate planning, ensuring that residents of Bozeman, MT have a comprehensive plan in place for their retirement years.

Wealth Management

Residents of Bozeman, MT could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With Bozeman's aging population, it's important to have a solid plan in place to ensure a comfortable retirement. A wealth manager can help residents navigate the complexities of retirement planning, including investment strategies and tax implications. Additionally, with Bozeman's booming real estate market, a wealth manager can assist residents in managing their assets and making informed decisions about buying or selling property. Overall, a wealth manager can provide valuable guidance and expertise to help residents of Bozeman achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Bozeman, MT can benefit from the expertise of a financial advisor in a variety of ways. One specific area of concern for many Bozeman residents is planning for retirement. With the cost of living in Bozeman being higher than the national average, it can be challenging to save enough money for retirement while also covering daily expenses. A financial advisor can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, with the growing real estate market in Bozeman, a financial advisor can provide guidance on investing in property and managing mortgage payments. By working with a financial advisor, residents of Bozeman can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Bozeman, MT would benefit greatly from the expertise of a mortgage loan officer when it comes to purchasing a home. Bozeman is a growing city with a booming real estate market, making it a competitive environment for homebuyers. A mortgage loan officer can assist residents in navigating the complexities of the home buying process, including finding the best mortgage rates and loan options. Additionally, with the high cost of living in Bozeman, a mortgage loan officer can help residents secure a loan that fits within their budget and financial goals. With the help of a mortgage loan officer, residents of Bozeman can achieve their dream of owning a home in this beautiful and vibrant city.

Tax Services

Residents of Bozeman, MT could greatly benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor could assist Bozeman residents is by navigating the complex tax laws surrounding the state's booming tourism industry. With Yellowstone National Park just a stone's throw away, many Bozeman residents work in the tourism sector or own businesses that cater to tourists. A tax advisor could help these individuals maximize their deductions and credits related to tourism, as well as stay up-to-date on any changes in tax laws that could affect their business. Additionally, a tax advisor could help Bozeman residents who are self-employed or have multiple income streams navigate the tax implications of these situations. Overall, a tax advisor would be a valuable resource for Bozeman residents looking to maximize their tax savings and stay compliant with state and federal tax laws.

Bozeman, MT Financial Resources

Bozeman, MT Chamber of Commerce

https://bozemanchamber.com/

Bozeman, MT City Hall

https://www.bozeman.net/

Bozeman, MT Public Library

https://www.bozemanlibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Bozeman, MT can provide a wide range of services to ensure that your assets are properly distributed after your death. These services may include the creation of a will or trust, the establishment of a power of attorney, and the development of a comprehensive estate plan. Bozeman, MT, known for its stunning mountain ranges and vibrant arts scene, is home to a number of experienced estate planning lawyers who can help you navigate the complexities of estate planning. With their expertise, you can rest assured that your wishes will be carried out and your loved ones will be taken care of in the event of your passing.

Bozeman, MT is the prime location to find an estate planning lawyer due to its thriving legal community. The city boasts a diverse range of law firms that specialize in estate planning, each with their own unique approach to the process. From the historic downtown area to the bustling outskirts, Bozeman is home to a plethora of experienced lawyers who are dedicated to providing exceptional service to their clients. The city's strong sense of community and commitment to excellence make it an ideal place to find a lawyer who can help you navigate the complexities of estate planning. With its stunning natural surroundings and vibrant cultural scene, Bozeman offers the perfect blend of professionalism and personal connection that is essential to a successful estate planning process. Whether you're looking for a lawyer who can help you draft a will or navigate the probate process, Bozeman has everything you need to ensure your estate is in good hands.