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Bozeman, MT 59715
(406) 586-8565
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Business Planning

Social Security Benefits are an Important Aspect of a Comprehensive Estate Plan

Posted on: April 16th, 2014
What you don't know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits....

Reminder to file annual report

Posted on: March 7th, 2014
Reminder: all Montana corporations and Montana LLCs need to file their annual report with Montana Secretary of State. Also, Montana Corporations need to maintain their corporate formalities. ...

Importance of Proper Investment Planning and the Team Approach

Posted on: February 14th, 2014
Most investors are familiar with the magic of compounding interest but they often fail to realize that when the portfolio loses money, the math of compounding works against them. That's because when a dollar is lost, it is not just a dollar but a compounded dollar that is lost, so the investor must regain more just to break even. ...

Bryan Law Firm, P.C. Business Exit Planning

Posted on: May 13th, 2013
Business Exit Planning...

Team Approach to Estate and Business Planning

Posted on: May 7th, 2013
The Bryan Law Firm believes estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas....

Bryan Law Firm, P.C. Alaska Community Property trust for Montanan's

Posted on: April 1st, 2013
In 1998, Alaska enacted a state statute that allowed for non-Alaska residents use a trust to elect community property status for their non-Alaskan property. Thus, Montanan’s can have their real property (i.e. homes and ranches located in MT) and their personal property treated as community property....
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