Divorce, Estate Planning, Finances, Insurance, Podcast
While initiating or going through a divorce, updating your insurance — including home, auto, life and business — is crucial. On this episode of “Breaking Upward,” host Beth Andersen interviews insurance expert Melissa Dahlman-Babers who weighs in on what you need to...
Estate Planning, Living Wills, Probate Court, Trusts, Wills
Whether you are ready to plan for the future by getting your estate planning in order or have found yourself the executor — in Colorado known as the personal representative — of an estate, it’s important to know the ins and outs of probate. Regardless of your...
Estate Planning, Finances, Living Wills, Podcast, Trusts, Wills
On this episode of “Breaking Upward,” host Beth Andersen and her guest, attorney Jacob Castonguay, discuss wills, trusts, living wills and more. Everyone wants to take care of their family, even after they’re gone. That’s why Beth and Jacob decided to share...
Caregiving, Dementia, Estate Planning
By: Beth Andersen When we visited my father Lyle Andersen at a life care center in Bozeman, Montana, in late December 2021, we did not know that within a day or so we would receive a call that he had gone into hospice. I did not know it would be the last time I saw...
Estate Planning, Podcast, Trusts
By: Jacquelyn Gutc In our latest podcast “Breaking Upward,” Beth Andersen and DeDe Jones, CPA and certified financial planner, discuss trusts, estate planning and CRITICAL PROPOSED CHANGES to federal estate and gift tax law, which may affect you. Proposed tax changes...
Elder law, Estate Planning, Living Wills, Power of Attorney, Wills
It is a bit awkward to tell a client they should get a doctor’s note as part of their estate plan. Maybe that is why I have had clients come into my office after struggling to use estate planning documents such as powers of attorney or wills simply because their prior...
