Spitfire Financial Group

If your son-in-law or daughter-in-law isn't a U.S. citizen, the usual rules around spousal inheritance don't apply the way most people expect. There's a planning tool made for exactly this situation, called a QDOT.

We'd love to walk you through it: https://www.spitfirefinancialgroup.com/blog/estate-planning-for-families-that-dont-fit-the-mold

Happy Fourth of July from the Spitfire team!

Summer is officially here! And we know the calendar fills up fast. If a mid-year financial check-in has been on your to-do list, this is a good time to get it done. Give our team a call: (406) 657-9621

Happy Father's Day! One of our greatest joys is being dads. Brian, Jeff, and Dobie are all proud fathers, and today we're happy to spend time with our families. Wishing all the dads out there a great day!

Family gatherings are one of the better times to have conversations about inheritance, estate plans, and what you want to happen to the things you've built. Not because it's easy, but because the setting is usually more relaxed than a formal meeting, and those conversations go better when they're not happening under pressure.

A few things to think through: https://www.spitfirefinancialgroup.com/blog/from-lake-days-to-legacy-4-ways-to-preserve-what-matters-most