Estate Planning Attorneys in Missoula, MT

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List of Firms

Top Missoula, MT Estate Planning Law Firms

Schulte Law Firm P.C.
5 out of 5
Location 2425 Mullan Rd, Missoula, MT 59808, USA
Phone (406) 721-6655
Language http://jschultelaw.com/
Directions
Garlington Lohn & Robinson
5 out of 5
Location 350 Ryman St, Missoula, MT 59802, USA
Phone (406) 523-2500
Language https://www.garlington.com/
Directions
Goodrich & Reely PLLC - Missoula Office
5 out of 5
Location 2315 McDonald Ave STE 200, Missoula, MT 59801, USA
Phone (406) 541-9700
Language http://www.goodrichreely.com/
Directions
Worden Thane P.C.
5 out of 5
Location 321 W Broadway St Suite 300, Missoula, MT 59802, USA
Phone (406) 721-3400
Language http://www.wordenthane.com/
Directions
Montana Elder Law
5 out of 5
Location 2687 Palmer St Suite D, Missoula, MT 59808, USA
Phone (406) 549-0306
Language http://mtelderlaw.com/
Directions
Goodloe Martha
5 out of 5
Location 1603 Jackson St, Missoula, MT 59802, USA
Phone (406) 360-7155
Language http://marthagoodloe.com/
Directions
Christian, Samson & Baskett, PLLC
5 out of 5
Location 310 W Spruce St, Missoula, MT 59802, USA
Phone (406) 721-7772
Language http://www.csblawoffice.com/
Directions
Estate Planning Lawyers in Missoula, MT

Where Estate Planners in Missoula, MT Serve

Missoula, MT is a vibrant city nestled in the heart of the Rocky Mountains. This bustling metropolis boasts an array of landmarks, including the iconic University of Montana, the majestic Mount Sentinel, and the picturesque Clark Fork River. With its thriving economy, Missoula is home to a diverse range of top employers, such as the Missoula County Public Schools, the University of Montana, and the Missoula City Government. Major highways and streets crisscross the city, including Interstate 90, Highway 93, and Russell Street, providing easy access to all parts of town. The city is divided into several distinct neighborhoods, each with its own unique character and charm, such as the eclectic Northside, the trendy Hip Strip, and the historic University District. Whether you're a nature lover, a history buff, or a city slicker, Missoula has something for everyone.

Financial Services Related to Estate Planning in Missoula, MT

Banks and Credit Unions

Residents of Missoula, MT can benefit greatly from the services offered by a bank. One of the most common ways a bank can help is by providing loans for home purchases. With a growing population and limited housing options, Missoula residents often need financial assistance to secure a home. Additionally, banks can offer small business loans to entrepreneurs looking to start or expand their businesses in the area. Missoula is home to a vibrant community of local businesses, and access to capital can help these businesses thrive. Overall, a bank can provide crucial financial support to individuals and businesses in Missoula, helping them achieve their goals and contribute to the community.

Insurance Broker

Residents of Missoula, MT can benefit greatly from the services of an insurance broker. With the unique outdoor lifestyle and high risk of natural disasters in Missoula, an insurance broker can help residents find the right coverage for their specific needs. For example, many residents in Missoula enjoy outdoor activities such as hiking, skiing, and fishing. An insurance broker can help find policies that provide coverage for accidents or injuries that may occur while participating in these activities. Additionally, Missoula is located in an area prone to wildfires and flooding. An insurance broker can help residents find policies that provide adequate coverage for these natural disasters, which can be especially important for homeowners. Overall, an insurance broker can provide peace of mind for Missoula residents by helping them find the right coverage for their unique needs and risks.

Retirement Planning

Residents of Missoula, MT could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by guiding residents in creating a comprehensive retirement plan that accounts for the specific needs and challenges of living in Missoula. For example, with its harsh winters, Missoula residents may need to factor in higher heating costs and potential snow removal expenses in their retirement budget. Additionally, a retirement planner can help Missoula residents navigate the unique tax laws and regulations in Montana, which can differ from those in other states. By working with a retirement planner, Missoula residents can gain peace of mind knowing they have a tailored plan in place to help them achieve their retirement goals.

Wealth Management

Residents of Missoula, MT can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help residents is by creating a personalized financial plan that takes into account their unique circumstances, goals, and risk tolerance. This can include strategies for saving for retirement, managing debt, investing in the stock market, and protecting assets from taxes and inflation. Additionally, a wealth manager can provide guidance on estate planning, insurance, and other important financial matters. In Missoula, MT specifically, a wealth manager can also help residents navigate the unique challenges of living in a rural area, such as limited access to financial resources and a fluctuating economy. Overall, a wealth manager can provide invaluable support and expertise to help residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Missoula, MT can benefit from the services of a financial advisor in a number of ways. For instance, a financial advisor can help them create a budget and stick to it, which is especially important in a city like Missoula where the cost of living can be high. Additionally, a financial advisor can help residents make smart investment decisions based on their individual goals and risk tolerance. Missoula is also known for its outdoor recreation opportunities, and a financial advisor can help residents plan for major purchases like a new mountain bike or ski equipment. Overall, a financial advisor can provide valuable guidance and support to help Missoula residents achieve their financial goals and live their best lives.

Mortgage Loan Officer

Residents of Missoula, MT can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for a new home or refinance their current mortgage to save money. One specific benefit for Missoula residents is that a mortgage loan officer can help navigate the unique real estate market in the area. With Missoula's booming population and limited housing inventory, it can be challenging to find affordable and available homes. A mortgage loan officer can provide guidance on the best loan options for a specific home and help residents make competitive offers to secure their dream home. Additionally, they can help residents understand the various mortgage programs available, such as Montana Housing and VA loans, which can provide additional benefits and savings. Overall, a mortgage loan officer can be a valuable resource for Missoula residents looking to buy or refinance a home.

Tax Services

Residents of Missoula, MT can benefit from the expertise of a tax advisor in many ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations of Montana and the federal government. This can include providing guidance on deductions and credits that are specific to the state of Montana, such as the Montana Elderly Homeowner/Renter Credit. Additionally, a tax advisor can help residents with tax planning strategies to minimize their tax liability and maximize their refunds. This can be especially important for residents of Missoula, where the cost of living is higher than the national average and taxes can have a significant impact on their finances. Overall, a tax advisor can provide valuable assistance to residents of Missoula in managing their taxes and achieving financial stability.

Missoula, MT Financial Resources

Missoula, MT Chamber of Commerce

https://www.missoulachamber.com/

Missoula, MT City Hall

https://www.ci.missoula.mt.us/

Missoula, MT Public Library

http://www.missoulapubliclibrary.org/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Missoula, MT can provide a multitude of services to ensure that an individual's assets are distributed according to their wishes upon their passing. From drafting wills to establishing trusts, an estate planning lawyer can assist with the creation of a comprehensive plan that meets the unique needs of each client. In Missoula, MT specifically, an estate planning lawyer can also provide guidance on the state's specific laws and regulations regarding estate planning. This includes the Montana Uniform Probate Code, which outlines the procedures for administering an estate. Additionally, an estate planning lawyer in Missoula can assist with the creation of documents such as powers of attorney and healthcare directives, which are crucial in the event of incapacitation. With their burstiness and complexity, estate planning lawyers in Missoula, MT can help individuals navigate the intricacies of estate planning and ensure that their legacy is preserved.

Missoula, MT is the ultimate destination for anyone seeking the services of an estate planning lawyer. This city boasts of a rich history, cultural diversity, and breathtaking natural scenery. It is home to some of the most qualified and experienced estate planning attorneys, who have a deep understanding of the legal complexities that come with estate planning. The legal practitioners in Missoula, MT are known for their burstiness and complexity in their approach to legal issues, ensuring that they provide the best possible solutions to their clients. Additionally, Missoula, MT has a strong sense of community, and the estate planning lawyers here are committed to providing personalized services that are tailored to meet the unique needs of each client. Whether you need help with drafting a will, creating a trust, or navigating the probate process, the estate planning lawyers in Missoula, MT have got you covered.