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When Should I Update My Estate Plan?

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.

Posted on: May 20, 2020

What Is a ‘Survivorship’ Period?

Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.

Posted on: May 19, 2020

How to Keep the Family Vacation Home in the Family

Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain?

Posted on: May 18, 2020

Is Long-Term Care Insurance Really a Good Idea?

The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.

Posted on: May 15, 2020

How Do We Test for Dementia?

There is no cure for dementia, and you cannot substantially reverse its effect., However, there are ways to possibly slow its progression. However, you first need to know if you — or a loved one — may have a memory disorder.

Posted on: May 14, 2020

Digital Assets Need to Be Protected In Estate Plans

The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.

Posted on: May 14, 2020

Have You Prepared End-Of-Life Decisions?

Unless you are a spring breaker partying it up, you have probably given your own mortality a once-over or two during these long COVID-19 days.

Posted on: May 12, 2020

What Should I Ask, If My Mom Is in a Quarantined Facility

It can be frustrating and nerve-racking when you can't see a loved one face-to-face — a fact that so many family members with loved ones in assisted living or nursing home facilities are discovering during the coronavirus outbreak. To protect those who are most at risk of complications from the disease caused by the coronavirus, COVID-19, health officials have announced strict rules for some facilities with vulnerable older residents.

Posted on: May 11, 2020

Caring for Alzheimer's and Dementia Patients during Stay-At-Home Orders

The Alzheimer’s Association Montana Chapter has put out a press release saying that finding ways to stay engaged and active during the COVID-19 pandemic is proving to be challenging for many Montanans, but it can be particularly difficult for people living with Alzheimer’s and other dementia.

Posted on: May 8, 2020

What are Some Good Estate Planning Ideas in the Pandemic?

The reality of COVID-19 has forced many individuals to address the ‘what if’ scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.

Posted on: May 7, 2020