Estate Planning Attorneys in Missoula County, MT

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List of Firms

Top Missoula County, MT Estate Planning Law Firms

Christian, Samson & Baskett, PLLC
5 out of 5
Location 310 W Spruce St, Missoula, MT 59802, USA
Phone (406) 721-7772
Directions
Robin Ammons Attorney At Law, PLLC
5 out of 5
Location 210 N Higgins Ave #205, Missoula, MT 59802, USA
Phone (406) 396-5974
Directions
Zane K. Sullivan Attorney at Law
5 out of 5
Location 945 Wyoming St, Missoula, MT 59801, USA
Phone (406) 544-7900
Directions
Thompson & Steigerwalt, PLLC
5 out of 5
Location 234 E Pine St, Missoula, MT 59802, USA
Phone (406) 532-2128
Directions
Five Valleys Law, P.L.L.C.
4 out of 5
Location 1410 S Reserve St ste c, Missoula, MT 59801, USA
Phone (406) 203-1410
Directions
Geranios Law, PLLC
5 out of 5
Location 120 Hickory St Suite B, Missoula, MT 59801, USA
Phone (406) 541-3565
Directions
Durham Law Office
Location 319 W Pine St Suite #2, Missoula, MT 59802, USA
Phone (406) 540-4247
Directions
Estate Planning Lawyers in Missoula County, MT

Where Estate Planners in Missoula County, MT Serve

Nestled in the western part of Montana, Missoula County boasts of a plethora of landmarks that are sure to leave visitors in awe. From the majestic Mount Sentinel to the historic Missoula County Courthouse, the county is a treasure trove of natural and architectural wonders. When it comes to top employers, Missoula County is home to a diverse range of industries. With companies like the University of Montana, Missoula County Public Schools, and Providence Health & Services, the county offers a wide range of employment opportunities for its residents. As for major highways and streets, Missoula County is traversed by several important routes, including Interstate 90, U.S. Route 93, and Montana Highway 200. These thoroughfares connect the county to other parts of the state and the country, making it a hub of transportation and commerce. Finally, Missoula County is a patchwork of vibrant neighborhoods, each with its own unique character and charm.

Financial Services Related to Estate Planning in Missoula County, MT

Banks and Credit Unions

Residents of Missoula County, MT can benefit greatly from the services provided by a bank. One of the most common ways a bank can help is by providing residents with access to financial resources that can help them achieve their goals. For example, many banks offer loans that can be used to purchase a home or start a business, which can be particularly helpful in an area like Missoula County where the cost of living can be high. Additionally, banks can provide residents with tools and resources to help them manage their finances, such as online banking and financial planning services. With the help of a bank, residents of Missoula County can take control of their finances and achieve their financial goals.

Insurance Broker

Residents of Missoula County, MT can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. This is especially important in Missoula County, where residents face unique risks such as wildfires, floods, and extreme weather conditions. An insurance broker can help residents understand the specific coverage they need to protect their homes, businesses, and personal property from these risks. Additionally, an insurance broker can help residents find affordable insurance options that fit their budget, which is especially important in a county where the cost of living can be high. Overall, working with an insurance broker can provide Missoula County residents with peace of mind and financial security in the face of unexpected events.

Retirement Planning

Residents of Missoula County, MT can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing guidance on how to save for retirement. This is especially important in Missoula County, where the cost of living is relatively high compared to other parts of Montana. A retirement planner can help residents create a personalized savings plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can provide advice on how to maximize social security benefits, navigate Medicare and other healthcare options, and plan for long-term care needs. With the help of a retirement planner, residents of Missoula County can feel confident that they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Missoula County, MT can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through retirement planning. Missoula County has a sizable population of retirees, and a wealth manager can help them navigate their retirement savings and investments to ensure a comfortable retirement. Additionally, Missoula County is known for its outdoor recreation opportunities, and a wealth manager can help clients plan for expenses related to outdoor activities such as skiing, hiking, and camping. With the help of a wealth manager, residents of Missoula County can achieve their financial goals and enjoy the many benefits of living in this beautiful area.

Financial Advisor

Residents of Missoula County, MT could benefit greatly from the expertise of a financial advisor. One specific way a financial advisor could help is by providing guidance on how to navigate the unique housing market in Missoula. With the University of Montana located in the city, there is a high demand for rental properties and a competitive market for buying homes. A financial advisor could assist residents in creating a budget and savings plan to prepare for a down payment on a home or provide advice on investing in rental properties. Additionally, Missoula County is home to many outdoor recreation opportunities, which could lead to unique financial planning needs for those who work in seasonal or tourism-based industries. A financial advisor could provide guidance on how to manage fluctuating income and plan for retirement in these industries. Overall, a financial advisor could provide valuable insights and strategies to help residents of Missoula County achieve their financial goals.

Mortgage Loan Officer

Residents of Missoula County, MT can greatly benefit from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by providing assistance with the home buying process. Missoula County has a diverse housing market, ranging from affordable starter homes to luxury properties. A mortgage loan officer can guide residents through the process of obtaining a mortgage loan, ensuring that they are able to find a home that fits their budget and lifestyle. Additionally, a mortgage loan officer can help residents refinance their current mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. Overall, a mortgage loan officer can provide invaluable support to residents of Missoula County as they navigate the often complex world of home financing.

Tax Services

Residents of Missoula County, MT can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. In Missoula County, where the economy is largely driven by industries such as healthcare, education, and tourism, individuals may have complex tax situations that require professional guidance. A tax advisor can help residents navigate the tax code, identify deductions and credits they may be eligible for, and ensure that their tax returns are filed accurately and on time. This can help residents avoid costly mistakes and penalties, while maximizing their tax savings. Additionally, a tax advisor can provide ongoing advice and support to help residents make informed financial decisions throughout the year.

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