Keeping ahead of COVID-19
This rapidly evolving coronavirus (COVID-19) has imposed a fluid situation upon our community and its businesses. The team here still aims to maintain a “business as usual” approach, we are still meeting with clients in person. We are also offering video and telephone appointments to all our clients.
BOZEMAN OFFICE 406-582-8822 HELENA OFFICE 406-449-4829


The Importance of Estate Planning

Posted on April 4th, 2016

Be Prepared Imagine waking up to find your life in absolute disarray. Whether it is due to the loss of a loved one, family member, business partner, or a major event in someone’s life or business, clients have repeatedly told me that this is what it feels like to face a life changing situation.  Often times, […]

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Avoid Probate Problems

Posted on February 17th, 2016

When someone passes and they distribute their assets, property, and personal effects through their will, the process is overseen by a probate court judge. The first thing that a judge does is contact your creditors in order to ensure that they are repaid from the proceeds of your estate. Afterward, whatever is left over is […]

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