The Roundup -

Senior Summer Finance Series

 


You work hard and carefully plan to meet your long-term financial objectives, such as buying a home, paying for education, providing for your children, and saving for retirement. However, many people put off estate planning or choose to ignore it all together. Facing these decisions can be one of the hardest things we must do in life, so hard that it can be postponed until it is too late. Almost everyone needs some form of estate planning, especially those who want their estate distributed after their death according to their wishes and not statutory guidelines. Those who want planned distributions for the benefit of their descendants need to make their wishes known. The most important thing is that you don’t neglect planning your estate. It’s the best way to protect your loved ones and make sure your assets are distributed according to your wishes.

We would like to invite you to attend our Senior Summer Finance Series being held this summer at our local Senior Centers. Lunch will be provided. Please call Richland County Commission on Aging at 433-3701 to register. Wednesday, June 18th at 11:30am – Sidney Senior Center Think You Know Who Receives Your Property When You Pass Away: How your property will transfer if you pass away without a will in Montana Wednesday, July 16th at 11:30am – Savage Senior Center Letter of Last Instructions. Thursday, August 14th at 11:30am – Fairview Senior Center Who Gets Grandma’s Yellow Pie Plate: Transferring Personal (Non-Titled Property)

 

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