Estate Planning

managing finances

Managing Your Finances with Chronic Illness: Essential Tips & Strategies

Managing finances can be particularly challenging for those with chronic illnesses, as they face not only routine financial pressures, but also additional costs and uncertainties related to their health. Understanding the right insurance options and establishing legal safeguards are essential steps in securing a stable financial future. This guide provides key strategies and insights into …

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estate planning

9 Critical Estate Planning Mistakes to Avoid in Montana: Expert Advice for All Income Levels

When you think of estate planning, do you think of planning your own future, or simply the lives of the rich and famous? Exotic destinations, sports cars, luxury yachts, mansions and the like? Well, the truth is everyone from society’s elite to the elderly widow on Main Street, USA has an estate worth planning, which …

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last will and testament with ballpoint pen

What Are Your Rights If You’re Left Out of Your Spouse’s Will?

The death of a spouse ranks as the most stressful life event a person can experience. As a surviving spouse, it is natural to be overwhelmed with grief, sadness, and despair. But imagine coping with the loss of your husband or wife and then discovering that they left you completely out of their will. Suddenly, …

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senior man and woman using tablet

6 Frequently Asked Questions About Retirement Accounts

As you manage your end-of-life plans, you may have a number of critical questions about your retirement accounts. Does a 401K have to go through probate? What about other types of retirement accounts? What happens to the money in those accounts after your death? Take a look at some of the most frequently asked questions …

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small dog with pointed ear outside

Can You Put Your Pet in Your Will? Estate Planning for Pet Owners

Have you thought of what will become of your pet after your demise? If not, this is an excellent time to think about it. It’s essential to have a plan that quickly provides for your pet’s shelter, food, and care. Montana State University Extension points out some tools that pet owners can use to ensure their pets …

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