406-542-7718 Home About Disability Client Center Resources Tools Contact ESTATE Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Question When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Four Reasons Millennials Need an Estate Strategy Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now. VIEW ALL ARTICLES Contact Rocky Mountain Financial LLC Office: 406-542-7718 Fax: 406-542-8614 1800 South Reserve Street Suite B Missoula, MT 59801 chuckb@rockymtnfin.org Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. Securities and investment advisory services offered through FSC Securities Corporation [FSC], a registered broker-dealer and Member FINRA and SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC No offers may be made or accepted from any resident outside the states where a financial advisor is licensed. Please contact the office for details.