Estate Planning Attorneys in Whitefish, MT

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List of Firms

Top Whitefish, MT Estate Planning Law Firms

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Chase Giacomo, Buckwalter Law Firm, PLLC
5 out of 5
Location KM Building, 40 2nd St E #222, Kalispell, MT 59901, USA
Phone (406) 314-6444
Language http://buckwalterlawfirm.com/
Directions
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Water Law
Location 341 Central Ave, Whitefish, MT 59937, USA
Phone (406) 863-9681
Directions
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Marybeth Sampsel, Attorney at Law
4 out of 5
Location 128 2nd St E, Kalispell, MT 59901, USA
Phone (406) 752-6373
Language http://www.mtfamilylawblog.com/
Directions
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Mary Kate Moss
4 out of 5
Location 1830 3rd Ave E Suite 302, Kalispell, MT 59901, USA
Phone (406) 451-7250
Language https://gravislaw.com/attorney/mary-kate-moss/?utm_source=GMB&utm_medium=Website%20Button%20(P)
Directions
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Frampton Purdy Law Firm
5 out of 5
Location 530 W 19th St Suite #301, Whitefish, MT 59937, USA
Phone (406) 862-9600
Language http://www.framptonpurdy.com/
Directions
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Montana Elder Law
5 out of 5
Location 1205 S Main St, Kalispell, MT 59901, USA
Phone (888) 244-7684
Language http://www.mtelderlaw.com/
Directions
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Callahan & Associates, Chtd. Attorneys At Law
5 out of 5
Location 2140 W Riverstone Dr # 201, Coeur d'Alene, ID 83814, USA
Phone (208) 664-9228
Language http://www.idahoestatelaw.com/
Directions
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Ezra Law
Location 6479 US-93, Whitefish, MT 59937, USA
Phone (406) 924-1717
Directions
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Gravis Law, PLLC - Whitefish
5 out of 5
Location 911 Wisconsin Ave Suite 201, Whitefish, MT 59937, USA
Phone (406) 272-4775
Language https://gravislaw.com/law-office-locations/whitefish-law-office/
Directions
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Sawtelle Law Firm PLLC
Location 309 Wisconsin Ave, Whitefish, MT 59937, USA
Phone (406) 730-1399
Language http://sawlawmt.com/
Directions
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Weinberg & Hromadka, PLLC
5 out of 5
Location 116 Lupfer Ave Unit B, Whitefish, MT 59937, USA
Phone (406) 730-2988
Language https://www.whlawmt.com/
Directions
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Waas Campbell Rivera LLP
Location 20 Four Mile Dr #34, Kalispell, MT 59901, USA
Phone (720) 351-4700
Language http://www.wcrlegal.com/
Directions
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Elder Law Group PLLC
5 out of 5
Location 711 W Indiana Ave #102, Spokane, WA 99205, USA
Phone (509) 468-0551
Language https://elderlawgroupwa.com/
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Estate Planning Lawyers in Whitefish, MT

Where Estate Planners in Whitefish, MT Serve

Whitefish, MT is a picturesque mountain town nestled in the heart of the Rocky Mountains. The town is home to several landmarks, including the Whitefish Mountain Resort, which boasts over 3,000 acres of skiing and snowboarding terrain. Other notable landmarks include the Stumptown Historical Museum and the Whitefish Lake State Park, which offers stunning views of the surrounding mountains. As for top employers, the town is home to a diverse range of businesses, including the Whitefish School District, North Valley Hospital, and the Whitefish Credit Union. These employers provide jobs for thousands of residents and contribute to the town's thriving economy. When it comes to major highways and streets, Whitefish is situated along the US-93, which runs north-south through the town. Other notable roads include the State Route 40 and the Wisconsin Avenue, which provides access to the downtown area. Finally, Whitefish is divided into several distinct neighborhoods, each with its own unique charm and character.

Financial Services Related to Estate Planning in Whitefish, MT

Banks and Credit Unions

Residents of Whitefish, MT can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to people who are looking to start a business or invest in real estate. Whitefish, MT is a popular tourist destination, and many residents may want to take advantage of this by starting a business in the hospitality industry. A bank can provide loans and other financial advice to help individuals achieve their business goals. Additionally, a bank can help residents manage their day-to-day finances, such as setting up a checking account or taking out a personal loan. With the right banking services, residents of Whitefish, MT can feel more secure in their financial future and achieve their goals.

Insurance Broker

Residents of Whitefish, MT can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Whitefish residents is by finding them the best insurance policies at the most affordable rates. With the town's location in a mountainous region, residents are at risk of natural disasters such as wildfires and flooding. An insurance broker can help them find policies that cover these risks and protect their homes and belongings. Additionally, with the town's tourism industry, many residents may need insurance for their businesses. An insurance broker can help them find policies that provide the necessary coverage for their specific type of business, whether it be a hotel, restaurant, or outdoor adventure company. Overall, an insurance broker can provide valuable assistance to Whitefish residents in protecting their assets and preparing for potential risks.

Retirement Planning

Residents of Whitefish, MT could benefit from the services of a retirement planner in a number of ways. For one, a retirement planner can help individuals and couples in Whitefish create a personalized plan for their retirement years, taking into account their unique financial situation, lifestyle goals, and other factors. They can also provide guidance on investment strategies, tax planning, and other financial matters that can impact one's retirement income. Additionally, a retirement planner can help Whitefish residents navigate the various retirement benefits and programs available to them, such as Social Security and Medicare. With its stunning natural beauty and growing population of retirees, Whitefish presents a unique set of challenges and opportunities for retirement planning, and a skilled retirement planner can help residents make the most of their golden years.

Wealth Management

Residents of Whitefish, MT could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on how to invest and manage their finances. With Whitefish being a popular tourist destination, many residents may have income fluctuations and irregular cash flow. A wealth manager can help create a financial plan that takes into account these fluctuations and ensures that residents are able to meet their long-term financial goals. Additionally, with the cost of living in Whitefish being higher than the national average, a wealth manager can help residents make the most of their money and ensure that they are investing in the right areas to maximize their returns. Overall, a wealth manager can provide valuable financial guidance and support to residents of Whitefish, MT, helping them achieve financial security and peace of mind.

Financial Advisor

Residents of Whitefish, MT could benefit greatly from the guidance of a financial advisor. With the town's booming tourism industry, many residents are employed in seasonal or part-time jobs, making it difficult to plan for long-term financial goals. A financial advisor could help individuals create a budget and savings plan that takes into account the fluctuations in income that come with working in the tourism industry. Additionally, Whitefish is known for its outdoor recreation opportunities, which can come with significant expenses such as gear and travel. A financial advisor could help residents prioritize their spending and make strategic investments in their hobbies and passions. Overall, a financial advisor could provide valuable guidance and support for residents of Whitefish as they navigate the unique financial landscape of this charming mountain town.

Mortgage Loan Officer

Residents of Whitefish, MT could greatly benefit from the services of a mortgage loan officer. For instance, a loan officer can help residents navigate the complex process of obtaining a mortgage for a home in the area. Whitefish is a beautiful mountain town that has become increasingly popular in recent years, with a growing population and a thriving economy. However, the cost of living in Whitefish can be high, and many residents may need assistance in finding the right mortgage to fit their budget. A loan officer can help residents understand the different types of mortgages available, as well as the various fees and costs associated with each option. They can also help residents find the best interest rates and terms for their particular financial situation, making it easier for them to purchase a home in this picturesque town.

Tax Services

Residents of Whitefish, MT can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions on state and federal tax returns. This is particularly important for residents of Whitefish, MT who own businesses, as they may be eligible for specific tax credits and deductions that can significantly reduce their tax liability. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are fully compliant with all tax laws and regulations. With the help of a tax advisor, residents of Whitefish, MT can save money, reduce their tax burden, and achieve greater financial stability.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Whitefish, MT can provide a range of services to help individuals and families prepare for the future. These services may include creating wills and trusts, establishing powers of attorney and healthcare directives, and navigating the complexities of probate and estate administration. With its stunning natural beauty and thriving arts scene, Whitefish offers a unique backdrop for estate planning. From the snow-capped peaks of Glacier National Park to the vibrant downtown area, this Montana town is full of surprises. With the help of an experienced estate planning lawyer, residents of Whitefish can ensure that their assets are protected and their wishes are carried out, no matter what the future may hold.

Whitefish, MT is undeniably the best place to get an estate planning lawyer due to its unique blend of natural beauty and legal expertise. Nestled within the breathtaking Rocky Mountains, Whitefish boasts a thriving legal community that is well-equipped to handle even the most complex estate planning needs. Whether you're looking to create a will, establish a trust, or navigate the probate process, you can rest assured that the lawyers in Whitefish have the knowledge and experience necessary to guide you through every step of the way. With a deep understanding of both state and federal law, these professionals can help you protect your assets, minimize your tax liability, and ensure that your legacy is preserved for generations to come. So if you're looking for an estate planning lawyer who can provide you with the peace of mind you deserve, look no further than Whitefish, MT.